Research Analyst Earns Advanced Designation
Research Analyst at Henssler Financial successfully completed requirements for globally recognized financial designation.
Minimize Estate Taxes with Trust
Bil Lako, CFP®, discusses how to use trusts to preserve wealth and minimize estate taxes in today’s Marietta Daily Journal. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be…
Take Steps Now to Control Future Healthcare Decisions
You can and should take steps now to control your future healthcare decisions with an Advance Directive for Healthcare. We explain in this Marietta Daily Journal blog post. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information…
QuickBooks Tip: It Can Do Much More Than You Think
QuickBooks is an extremely powerful tool. We highlight some of the programs hidden gems to help your productivity in this week’s Business Tip.
Renting Your Vacation Home
If you’ve earned income from renting your residence or vacation home, be aware of the complicated tax rules that apply. Learn more in this week’s Tax Tip.
Should You Make Large Gifts in 2012?
Making large gifts in 2012? While it seems obvious, gifts should only be made if you can afford to part with the property. Read more in this week’s Financial Tip.
Consider Portability an Unexpected Tool
It has never been a good idea to rely solely upon estate tax’s portability as a shortcut to properly arrange your affairs. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes…
"Boot" and Relief of Owner's Liabilities
Sometimes “boot” is not your western kicks. “Boot” can be property a corporation gives you in addition to its own stock. Learn more in this week’s Business Tip.
Premium Financing of Life Insurance
Premium financing is often used when there is not enough cash to make large premium payments. Learn more in this week’s Insurance Tip.
Keep Track of Your Basis
You need to keep good records to track your tax basis in your investments. Basis ultimately affects the taxes you pay. Read all about it in this week’s Tax Tip.