2023 Year-End Tax Planning Opportunities Are Here
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
Taxes and Holiday Gift Giving
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
Maximizing Philanthropy and Minimizing Tax with Qualified Charitable Distributions
Excerpt: Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough not to need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and still receive tax benefits.
December 2023 Market Minute
For December, our Research Analysts are keeping a close eye on the Employment Situation and any increases in the unemployment rate, the year’s final Federal Reserve meeting, and if a Santa Claus Rally can sustain market through the holiday.
In the News: Mutual funds vs. individual stocks in the modern investment landscape
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the old advice of investing in mutual funds first, then, once you reach a certain asset amount, broadening your investments with individual stocks.
Tax Deductions for Content Creators: The Wild Side of Write-Offs
Is your parakeet internet famous? Is bird seed a tax deduction? Content creators must meet highly specific requirements to legally take some of these tax deductions.
Mutual Funds vs. Individual Stocks in the Modern Investment Landscape
You might be able to buy and sell individual stocks on a phone app, but you must still do due diligence, researching each of the stocks you want to own.
In the News: Trusts offer control and protection for grandchildren’s legacy
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when your heirs vary in age, financial status, and ability to handle a windfall responsibly, it is wise to consider using trusts.
When Should You Review Your Estate Plan?
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.
Dealing with Divorce
Managing Associate K.C. Smith CFP®, CEPA, provides some preliminary steps for navigating a divorce and discusses important dos and don’ts during this challenging period.