Tax Court Ruled Employer’s Independent Contractor Interpretation Reasonable
If you have independent contractors, keep up to date on how the Tax Court rules in cases the IRS brings. Read all about it in this week’s Business Tip.
Dealing with the tax consequences of a highly appreciated asset
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how a highly appreciated stock position, can create both a tax and estate planning issue. Read the Article.
I'm considering leasing a car. Is there any special insurance I need?
When leasing a car, you may need more insurance to cover your loss if the vehicle is totaled or stolen. Read all about it in this week’s Insurance Tip.
Short-Term Rental, Special Treatment
Rent your home via Airbnb, VBRO or HomeAway? Some special tax rules may apply to you! We explain in this week’s Tax Tip.
Q&As on Roth 401(k)s
A Roth 401(k) option offers investors a unique opportunity to tax diversify retirement savings. We answer popular questions in this week’s Financial Tip.
Tax Breaks for Hiring Your Children in Your Family Business
If you own a business, you may consider hiring your minor children to provide extra help and save on taxes. We explain in this week’s Business Tip.
Calculating the gain on the sale of your home
In today’s Marietta Daily Journal: Bil Lako, CFP®, explains how complicated calculating the gain on your home can be. Read the Article.
Life Insurance as an Employee Benefit
Looking for benefits to offer your employees? Consider offering life insurance. Learn more in this week’s Insurance Tip.
Solar Tax Credits—Before You Take the Leap
Before you agree to supply your power via solar panels, understand the nuances of the federal solar tax credit. Read more in this week’s Tax Tip.
Mid-Year 2016: An Investment Reality Check
How have the year’s events affected your portfolio? Do a mid-year investment check considering these three points. We explain in this week’s Financial Tip.