Haven’t Filed an Income Tax Return?
If you have been procrastinating about filing your 2011 tax return, or have prior year returns that have not been filed, you should consider the consequences. Learn more in this Tax Strategist.
The Investment Tax Landscape: Countdown to 2013
With the potential tax law changes coming, think of this as a chance to fine-tune your planning efforts. Learn more in this Financial Tip.
With An Expected Increase in Tax, What to Do Now?
With an expected increase in taxes, you may consider accelerating income into 2012 or gifting to your heirs while your lifetime estate tax exclusion is $5 million.
Minimize Estate Taxes with Trust
Bil Lako, CFP®, discusses how to use trusts to preserve wealth and minimize estate taxes in today’s Marietta Daily Journal. Read the Article All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be…
Renting Your Vacation Home
If you’ve earned income from renting your residence or vacation home, be aware of the complicated tax rules that apply. Learn more in this week’s Tax Tip.
"Boot" and Relief of Owner's Liabilities
Sometimes “boot” is not your western kicks. “Boot” can be property a corporation gives you in addition to its own stock. Learn more in this week’s Business Tip.
Keep Track of Your Basis
You need to keep good records to track your tax basis in your investments. Basis ultimately affects the taxes you pay. Read all about it in this week’s Tax Tip.
In the News: Consider Passing Wealth to Heirs
Some may want to consider taking advantage of a once-in-a-lifetime opportunity to pass wealth to heirs at a reduced tax cost. We explain in today’s Marietta Daily Journal. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only.…
Inheritances Can Be Tricky
The process of claiming an inheritance can be complex, and it helps to be aware of potential tax liabilities. Learn more in this week’s Tax Tip.
How the Health Care Law Will Impact Your Taxes
The health care laws affect more than just high income tax payers. Here is an overview of how it will change your taxes. Learn more in this Tax Strategist.