A top-hat plan is unfunded and only provides benefits to a select group of management or highly compensated employees. Learn more in this Business Tip.
Like many investment products, tax-deferred fixed annuities have both advantages and disadvantages. We explain in this week’s Tax Tip.
Whatever your goal, you’ll need a retirement plan that’s designed to support the lifestyle that you envision. Read more in this Financial Tip.
Generally the incorporation of a business is tax free to both the shareholders and the corporation…that is until “boot” is involved. We explain in this week’s Business Tip.
Corporations should monitor their earnings and the types of income to detect potential exposure to the PHC tax. Read more in this Business Tip.
The capital retention approach to life insurance helps preserve capital for heirs when the surviving spouse dies. Read more in this Insurance Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses how some investors believe they’ll live well into their 100s. That longevity can fundamentally change your financial plan.
QuickBooks Online’s mobile app, available at the Apple App Store and Google Play, can do many of the same tasks that it performs on your office desktop. You can, for example: Check account balances. Add and edit estimates, invoices, and sales receipts. Add and edit customers, vendors, products, and services. Record invoice payments. One of…
The good news: Home-office deduction is still allowed for self-employed taxpayers. The bad news: It’s no longer available for employees, at least for 2018 through 2025. Read all about the changes in this week’s Business Tip.
Want to control how your heirs spend their assets, minimize estate taxes, and possibly avoid probate? Trusts are very flexible tools to accomplish a bunch of wishes. We explain in this week’s Financial Tip.