Cutting the IRS Out of Your Gifts
It’s best to know the rules for gifting, otherwise you may end up making a gift of taxes to the IRS. We explain in this week’s Tax Tip.
It’s best to know the rules for gifting, otherwise you may end up making a gift of taxes to the IRS. We explain in this week’s Tax Tip.
Baby boomers who are behind in their retirement savings can grow their nest eggs with catch-up contributions. Learn more in this week’s Financial Tip.
The financial firm’s staff participated in the Center for Family Resources’ annual Thanks for Giving food drive.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why deferring income and accelerating deductions means more this year. Read the Article
If the full amount of a required minimum distribution isn’t taken, the penalty is 50% of the amount you didn’t withdraw. Read all about it in this week’s Tax Tip.
Dementia affects more than 2.4 million Americans. Memory loss should be considered when planning for retirement. Learn more in this week’s Financial Tip.
Tax Manager Dan DiLuzio, C.P.A., leads the group in a case study discussion about year-end tax moves for individuals and businesses, some of the notable changes for the 2017 tax season and some of President-elect Trump’s proposed tax law changes.
The markets started the week relatively flat, but by Tuesday, stocks began to climb as blue-chip energy brands led the way up on a jump in crude oil prices. The Retail Sales report released showed sales exceeded expectations in October, with sales increasing by 0.8%, beyond an expected 0.6% uptick.
At 701/2 , investors may be in a position of having more income than their spending. We explain what to do in this week’s Marietta Daily Journal. Read the Article
Businesses can take advantage of liberal expensing limits under Sec. 179 and bonus depreciation for new equipment. Read all about it in this week’s Business Tip.