Trusts: Providing for Family and Donations
A way to provide for your family and help a non-profit organization is to establish a charitable trust. We explain in today’s Marietta Daily Journal. Read the Article
Give Your Gift to Charity, not the IRS
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
Tax Tips for Realtors®
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
Busy Companies Can Reduce Taxes
At year-end, businesses have the benefit of being able to control income and deductible expenses. Read the Article
In the News: Retirement Accounts Need Some Year-End Attention
In today’s Marietta Daily Journal, Bil Lako, CFP® explains some year-end deadlines for retirement accounts.
Clean, Old-Fashioned Hate: Buzz vs. Bark
The only thing these two schools have in common is Clean, Old-Fashioned Hate. Interesting facts about the Georgia/Georgia Tech football rivalry.
Together Forever: Marriage and Taxes
Marriage changes everything, including your taxes and how you go about year-end tax planning. We explain in today’s Marietta Daily Journal. Read the Article
Tech bubble 2.0? Nasdaq nearing 5,000 again
Ted Parrish tells CNNmoney why tech stocks are more reasonable valued today than 15 years ago. Read the Article
Affect Your Taxes with Gains, Losses
Bil Lako, CFP®, explains how recognizing your capital losses may improve your tax situation. Read the Article in Today’s Marietta Daily Journal
In the News: What if You Lived? A Horror Story
In this week’s Marietta Daily Journal, Bil Lako, CFP® discusses how you might have an emergency fund that will get you through a crisis. Financially, you’re prepared … but are you really?