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.
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.