6 Common Tax Mistakes That Can Land You in Trouble with the IRS
Some common tax mistakes are more than just a “small problem.” They could actually land you in trouble with the IRS if you’re not careful.
Some common tax mistakes are more than just a “small problem.” They could actually land you in trouble with the IRS if you’re not careful.
Back after a brief hiatus, Our Three Cents is back as Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Tax Partner John Dickson, CPA, CFP®, CVA, of Henssler CPAs & Advisers to discuss business owners who are trying to minimize taxes by running as many expenses as possible through their business.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust.
Henssler Financial reaffirms its commitment to investing in others with the addition of an eight-station mobile laundry trailer for incident response foundation ServeComm, which can be used remotely in areas hit by severe weather or other natural disasters.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, details how the Secure Act 2.0 included provisions that could help with resuming student loan payments and money remaining in a 529 plan.
The taxability of your Social Security benefits depends on several issues including filing status and income. Additionally, the amount that is withheld from your Social Security benefits to pay for your Medicare premiums is similarly determined.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss how the Secure Act 2.0 included provisions that could help a couple’s situation with resuming student loan payments and money remaining in a 529 plan.
You’d think as you mature, you’d be better able to handle your money. However, you can encounter pitfalls at any age! In this Money Talks Minute, Bil Lako, CFP®, warns you of the mistakes to avoid.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.
With nearly 100 provisions covering all types of retirement savings plans, the SECURE 2.0 Act actually had a few glitches. Congress has announced they will introduce legislation to correct “problematic language.”