In today’s Marietta Daily Journal, Bil Lako, CFP® explains how 99% of the time, your financial consultants operate like a well-oiled machine. However, there is one practice where each of your advisers come with a different agenda: tax loss harvesting.
There are both opportunities and pitfalls for IRA owners, and while you definitely don’t want to get caught up in a pitfall, you may want to take advantage of the opportunities. We explain in this week’s Tax Tip.
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.
If you’ve just discovered a BIG mistake on your tax return this year, we explain the steps to take to correct the situation QUICKLY in this week’s Tax Tip.
Investments in QOFs provide unique tax incentives that lawmakers designed to encourage taxpayers to participate in these funds. Learn more in this week’s Tax Tip.
If you owed a large amount of money for your 2018 taxes, bumping up your withholding now could help avoid a similar fate next April. We explain in this week’s Tax Tip.
If you’ve received notification that the government is about to file a tax lien or tax levy against you, you might have some questions. We explain the differences in this week’s Tax Tip.
In this week’s Business Tip, we explain three things small businesses owners can do to start the 2019 tax year off on the right foot.
If you are due a tax refund, you can check the status online. We explain in this Question of the week.
Individuals and small businesses should consider various ways of starting off on the right foot for the 2019 tax year. We give you a list to follow in this week’s Tax Tip.
