Indices closed out mixed on Tuesday. The Dow and S&P 500 shed some points while the Nasdaq tacked on slight gains. Stocks managed a major turnaround from early low levels.
We don’t time the market, but we do time Roth IRA conversions to minimize your tax liability. We explain in this week’s Financial Tip.
Indices traded into the green on Friday. The Dow and S&P 500 closed at new record levels. Financials such as JPMorgan Chase and Goldman Sachs, and technology brands like Facebook and Yahoo, led the ascent following the release of monthly employment figures.
If you’re giving to charity this holiday season, make sure the IRS isn’t the beneficiary of your gift. We explain in today’s Marietta Daily Journal. Read the Article
If you sell your employees’ time and skills, you can use QuickBooks to record those hours and bill your customers. Learn how in this QuickBooks Tip.
Indices closed in the red zone on Thursday. Chevron led the Dow’s descent. Exxon Mobil also traded lower. Oil stocks followed slipping oil prices. Crude futures dipped almost one percent today.
Income earned on a health savings account balance is income tax-free. Read all about it in this Insurance Tip.
Indices closed in green territory on Wednesday. Stocks gained amid a variety of data on employment, services activity and economic growth.
Tax Manager John Dickson, C.P.A., CVA, contributed a feature article to the November/December issue of Georgia Realtor® magazine. Read his nine tax strategies for Relators® to lessen their tax burden. Read the Article
While you may have other reasons, there is no tax advantage to naming a trust as the beneficiary of an IRA. Learn what we mean in this week’s Tax Tip.