Section 1031 exchanges, also known as like-kind exchanges, are now limited to real estate. We explain in this week’s Business Tip.
Are your itemized deductions typically roughly equal to the new standard deduction amount? If so, think about using a tax strategy known as bunching. Learn more in this week’s Tax Tip.
Congratulations to Roger Tutterow, Ph.D., who was appointed as the Henssler Financial Endowed Chair at Kennesaw State University. Read the Article
No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage. Read the Article
“To rent or to own,” that is the question! Each has its advantages. On one hand you have the ease of relocating, on the other, equity! We explain in this week’s Question of the Week.
Let’s be clear. Business losses are allowed in 2018. “Excessive business losses” are treated as net operating losses. Learn more in this week’s Business Tip.
Nine out of 10 taxpayers typically receive refunds in fewer than 21 days when they use e-file with direct deposit. Where is your refund? Learn how to find out in this week’s Tax Tip.
Did you know your Social Security benefits can be taxable? Yes, if you have significant income as much as 85% of your benefit could be taxable. We explain in this week’s Financial Tip.
W-2 W-4. Nope, not R2-D2’s cousin. Something much scarier: Tax Forms related to income. Good news is they’re pretty innocuous. We explain the difference in this week’s Question of the Week.