In the Marietta Daily Journal, Bil Lako, CFP®, explains while you may think assets are of equal value, cost basis, tax treatment, and how assets are titled can make them unequal gifts to your heirs.
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you can start the new year with a healthy credit score. The following tips can help you maintain or potentially improve your credit score throughout the…
Spousal IRAs allow a non-working or low-earning spouse to contribute to their own IRA, provided their spouse has adequate compensation.
In this episode of Planning Priorities, Emily Rubenstein, CPA, a Tax Consultant with Henssler CPAs & Advisers, highlights some moves you can make in the next few weeks to improve your 2020 tax situation.
The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.
If you are a small business owner, every penny of your income counts. This means that you not only want to optimize your revenue, but also minimize your expenses and your tax liability. Unfortunately, far too many entrepreneurs are not well-versed on the tricks and tools available to them and end up paying far more…
In the Marietta Daily Journal, Bil Lako, CFP®, explains that as badly as you want to, you still can’t coast through the end of the year. There are financial moves that you should consider before you celebrate the end of 2020.
Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely that governments will look for ways to increase revenue to compensate for this spending and increase income taxes as a result. That’s why it might be a good time to…
If you receive a CP2000 notice, you don’t need to panic — but you do need to know what to do.
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.