Has Your 2012 Roth-Converted IRA Declined in Value?
Did your Roth-converted IRA decline in value? You have until Oct 15, 2013 to completing recharacterization. Learn more in this Tax Tip.
Learn to Budget, Spend Wisely
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why “pay yourself first” is one of the most important steps in your budget.
Tax Consequences if Business Generates Income or Loss
Some businesses pay taxes on business income, while others act as pass-through entities. Learn more in this Business Tip.
Home Affordable Modification Program (HAMP)
Mortgage loan modification may affect your taxes, as you may have to realize the cancellation of debt. Read more in this Tax Tip.
Energy Costs Rise as Tax Incentives Fade
They may be rare, but there are still some energy efficient tax credits available. Learn more in this Tax Tip.
2013 Will Hit Higher-Income Taxpayers Hard—Be Prepared
Higher-income taxpayers will feel a significant increase in taxes for which they need to prepare. We highlight two in this Tax Strategist.
Tax Tips for Recently Married Taxpayers
You announced your nuptials to family and friends, but don’t forget to notify the SSA, IRS and USPS. Read more in this Tax Tip.
Why a GRAT Can Be GREAT
A grantor retained annuity trust may allow you to transfer assets to heirs while minimizing gift taxes. Read all about it in this Financial Tip.
Foreign Taxes on Investments and Taxes on MLPs
We provide provide his insight on investments with foreign taxes and how master limited partnerships can affect a tax situation.
Direct Deposit Puts Your Money in Your Pocket…Faster
You have the option of directing your tax refund to multiple accounts with direct deposit. Learn more in this Tax Tip.