Are You Ready for Tax Season?
Tax time is right around the corner — Are you prepared? We outline where to begin, what’s new for 2020, and which transactions deserve extra attention.
Pandemic Lessons Can Lead to Better Financial Habits
2020 was a difficult year financially for many people. Hopefully, 2021 will provide an opportunity to right the wrong financial moves made last year.
In the News: Coverage lapse? All may not be lost with LTC policies
In the Marietta Daily Journal, Bil Lako, CFP®, explains what happens when you let your long-term care insurance policy lapse. Good news is all is not lost!
Increased Business Meal Deductions for 2021 and 2022
For 2021 and 2022 only, the Taxpayer Certainty and Disaster Tax Relief Act of 2020 allows businesses to deduct 100% of business meal expenses.
IRA and Retirement Plan Limits for 2021
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased.
11 Ways Biden’s Rescue Plan Might Impact Your Taxes
The anticipated cost of Biden’s American Rescue Plan, if all of the proposals are agreed to by Congress, is $1.9 trillion. We outline 11 proposals that may affect your taxes.
Jan. 2021 Market Minute: Stimulus; Biden’s Tax Plan; Regulating Big Tech
In this special Inauguration edition of the Market Minute, the Henssler Research Analysts are watching for additional stimulus, a tax plan, and regulation of Big Tech now that the Biden Administration is in control.
Coverage Lapse—All May Not be Lost with LTC Policies
The “Money Talks” show hosts take a closer look at a client’s situation who let his long-term care policy lapse and cover the options the client has as well as ways to ensure this situation doesn’t happen to others.
Congress Has Authorized a Second Round of PPP Loans
In the Consolidated Appropriations Act, 2021, is a second draw of forgivable Paycheck Protection Program (PPP) loans.
In the News: Allocating funds for 10-year liquidity in an uncertain environment
In the Marietta Daily Journal, Bil Lako, CFP®, tries to allay fears of moving money into fixed-income investment in a scary, uncertain environment.