Avoid These Four Common Small Business Accounting Mistakes
Accounting mistakes can trip up the best business owner. Learn the top four mistakes and how to avoid them in this week’s Business Tip.
Annuities: Traps for the Unwary
It’s possible to trigger an unexpected taxable event when dealing with annuities. We explain in this week’s Insurance Tip.
Substantiating Your Charitable Gifts
Not all charitable gifts are the same—different types require different documentation for a tax deduction. Learn more in this week’s Tax Tip.
Gift Idea: Grandchild IRA
If your grandchild worked over the summer, consider funding an IRA for them. Read all about it in this week’s Financial Tip.
‘Sell in May and Go Away’ and Other Investment Adages
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can’t invest by following rhyming couplets. Read the Article
New Business? First-Year Deduction Strategies
Not all start-up business expenses are deductible in the first year. We offer first-year deduction strategies in this week’s Business Tip.
Group Disability Insurance
A group disability insurance policy can be an affordable solution to your need for income protection. We explain in this week’s Insurance Tip.
Are You a Non-Filer? Ready to Escalate Problems with the IRS?
Don’t file your taxes because your income is below the threshold? The IRS knows all about you and what you earn. Read all about it in this week’s Tax Tip.
Choosing a Continuing Care Retirement Community
Bang for your Buck: Consider the range and quality of facilities and services a continued care community offers. Read all about in this week’s Financial Tip.
Partners May Not Be Employees
If your partnership treats you as an employee so you receive employee benefits, the IRS is putting a stop to it. Learn more in this week’s Business Tip.