When Should You Amend Taxes?
To amend or not to amend? In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights when you should consider amending a return. Read the Article
Using Small Business Administration (SBA) Loans to Raise Capital for Your Business
The Small Business Administration generally does not loan directly to businesses, but guarantees loans provided by banks. Read more in this Business Tip.
I just bought a vacation home. Do I need to purchase a specific type of insurance?
You’ll want to purchase insurance that is specifically geared to provide coverage for your vacation home. Read all about it in this Insurance Tip.
Higher Income Taxpayers Hit with Exemption & Itemized Deductions Phase-out
Both the personal exemptions and itemized deductions will phase out for higher income taxpayers this year. Learn more in this Tax Tip.
Higher Income Taxpayers Hit with Exemption & Itemized Deductions Phase-out
Both the personal exemptions and itemized deductions will phase out for higher income taxpayers this year. Learn more in this Tax Tip.
Financial Planning When You Have a Chronic Illness
A financial plan is critical when you have a chronic illness as you can tailor it to your unique needs. Learn more in this Financial Tip.
Restricted Stock Requires Planning
With restricted stock shares, you may be withholding less than your marginal tax rate and creating a concentrated position. Read the Article
Rabbi Trusts
A rabbi trust helps protect employees’ deferred compensation by holding the plan assets apart from the corporation. Read more in this Business Tip.
What Employers Need to Know about Workers' Compensation Insurance
By law, businesses are 100 percent responsible for providing workers’ compensation benefits. Learn all about it in this Insurance Tip.
Fringe Benefits
Some employee benefits may be subject to income tax to the employee if they discriminate in favor of executives. Read more in this Tax Tip.