So You Want To Deduct Your Gambling Losses?
Gambling losses can be deducted, but the IRS has some strict guidelines as to how losses must be documented. Learn what they are in this Tax Tip.
Expect an ROI from your Advisers
Have you outgrown your business advisers? We look at four key areas where your advisers may be underperforming.
Paying for Long-Term Care Insurance with Tax-Free Funds
The good news is that there are several tax-free options that can help you pay for long-term care insurance. Read all about them in this Insurance Tip.
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
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.
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.
Renting Your Home or Vacation Home
If you are renting your home, you need to be aware of the complicated tax rules known as the “vacation home rental rules.” Read more in this Tax Tip.