Looking Ahead to 2023 Taxes
With the holiday celebrations in the rear-view mirror and the New Year underway, now is the time to take a look at the changes this year that will impact your 2023 tax return.
Your Annual Reminder to File Worker 1099s
If you use contract workers to perform services for your business and pay them $600 or more for the year, you are required to issue each one a Form 1099-NEC after the end of the year to avoid facing the loss of the deduction for their labor and expenses.
Five Common Family Tax Mistakes
Are you renting a home from a relative? Have your parents given you a loan? We look at five common situations and the tax issues that can arise!
In the News: SECURE 2.0 Act Will Increase the Savings Potential for Many
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the changes the SECURE Act 2.0 will make to required minimum distributions, catch-up contributions, 401(k) plans and more.
My spouse passed away—what filing status should I claim?
If you lost your spouse in 2022, you’re probably looking to rebuild and move forward in 2023. However, you still have 2022’s tax returns to tackle with several filing status choices to choose from.
SECURE 2.0 Act Will Increase the Savings Potential for Many
Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts.
In the News: Volatility Can Provide a Planning Opportunity
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can use the market’s volatility to their advantage through tax loss selling and rebalancing.
Buying a Home
But buying a home can be stressful, especially when you’re buying one for the first time. Fortunately, knowing what to expect can make it a lot easier.
Three Ways to Help Simplify Your Finances
Over time, finances tend to get complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances may help free up more time to focus on your financial priorities.
In the News: Planning with a highly appreciated asset
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains some of your options when you are holding a highly appreciated asset in your portfolio.