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.
Caring for an Elderly or Incapacitated Individual
Understanding the potential tax advantages can relieve some of the financial burden associated with being a caregiver. Learn more in this Tax Tip.
Tax Benefits for Military Personnel
The IRS has rules that can help military members lower their federal taxes and make it easier to file their tax returns. Read all about it in this Tax Tip.
Tips for Employers Who Outsource Payroll Duties
Businesses are responsible for all payroll taxes due regardless of whether you outsource or handle your own payroll. Learn more in this Business Tip.
Who Gets Your IRA?
IRAs pass to who is listed on your beneficiary forms, regardless of what you outline in your Will. Learn more in this Tax Strategist.
Who Claims The Child?
If you and your ex have joint custody of your child, who gets to claim the child as a dependent? The IRS has some rules. Learn more in this Tax Strategist.
The Financial Realities of Relocating
Relocating for work? It’s important to consider how your new location may affect your bottom line. Learn more in this Financial Tip.
IRS and Treasury Department Provide Guidance on Same-Sex Marriage
Legally married same-sex couples are treated as married for all federal tax purposes. Learn more in this Tax Tip.