Preparing for the New Surtax
The new Unearned Income Medicare Contribution Tax kicks in this year. Find out if you may be affected in this Tax Tip.
Estate Planning and Income Tax Basis
When gifting or transferring property during your lifetime or at your death, you may want to consider the tax basis. Learn more in this Financial Tip.
Year-End Tax Planning for Businesses
Businesses have an opportunity to change their tax situation with expiring credits and deductions. Read the Article
Don’t Overlook the Credit for Small Employer Health Insurance Premiums
Small businesses can take advantage of a tax credit for paying health insurance premiums for their employees. Read all about it in this Business Tip.
No-Fault Insurance
No-fault insurance is where your insurance company pays your bills regardless of who or what caused the accident. Read more in this Insurance Tip.
Give Withholding and Payments a Check-up to Avoid a Tax Surprise
With new and increased taxes, check your withholdings to make sure they equal 90% of your tax liability for the year. Learn more in this Tax Tip.
What return are you really earning on your money?
Do you know the difference between nominal return and real return on your investments? Find out in this Financial Tip.
Former President Recalls KSU's Rapid Growth
Ted Parrish, CFA, explains his appreciation for Betty Siegel’s legacy at Kennesaw State University in the Marietta Daily Journal. Read the Article
Annuities in an IRA
In today’s Marietta Daily Journal, Bil Lako, CFP® addresses whether you should have an annuity in an IRA. Read the Article
Gifting Your Business
You may want to consider gifting your business interest to reduce the size of your estate. Learn more about it in this Business Tip.