What are some strategies for paying off credit card debt?
Credit cards out of control? If you’re not paying them off every month, we have some tips to help you pay off that balance in our Question of the Week.
It’s Not an Estate Tax Issue, but an Estate Plan Issue
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that just because you don’t have a tax problem because of the $11.21 million estate tax exclusion doesn’t mean you don’t have an estate plan problem.
Business Owners Beware: New Tax Law Severely Limits Entertainment Deductions
Entertaining clients is going to get much more expensive for businesses thanks to the Tax Cuts and Jobs Act. Maybe hold off on buying those concert tickets for your client. Read all about it in this week’s Business Tip.
Living Abroad? Here Is How Tax Reform May Affect You
Living and working abroad? The Tax Cuts and Jobs Act still affected you—especially if you have ownership in a foreign corporation. We explain in this week’s Tax Tip.
Employee Business Expenses & Tax Reform
Unreimbursed business expenses were part of those miscellaneous itemized deductions that were eliminated with tax reform. Will this hurt you? Find out in this week’s Tax Tip.
Four Points to Consider When Setting a Retirement Income Goal
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.
Home Equity Loan Interest Could Still be Deductible
Have a home equity line of credit? In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should talk to your tax consultant TODAY to understand how it will affect your taxes next year. Read the Artcile
Have Business Income? If So, You Score Big with the New Tax Reform
As a small business owner, if you have qualified business income, you may qualify for a nice tax break thanks to the Tax Cuts and Jobs Act. We explain in this week’s Business Tip.
Estate Tax Exemption Doubled under Tax Reform
The estate tax exclusion for 2018 is $11,180,000 for individuals and $22,400,000 for married couples—and the portability provision is still in place! Learn more in this week’s Estate Planning Tip.
Tax Reform Cracks Down on IRA Recharacterizations
Beginning in 2018 Roth conversions of a Traditional IRA cannot be undone. Once a conversion is made, you will have to live with the tax consequences. Learn more in this Tax Tip.