In the News: Special Tax Strategy for Company Stock Could Save Significant Tax Dollars
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).
Taxation of Investments
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
In the News: Getting Culinary Schooled by Mom
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.
Special Tax Strategy for Company Stock Could Save Tax Dollars
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.
Uber and Lyft Drivers’ Tax Treatment
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.
Education Credits Aren’t Just For Children’s Tuition
It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week’s Tax Tip.
Estimated Tax Payments Are Not Just for the Self-Employed
Do you have income that is not subject to withholding taxes? You too must make estimated tax payments. Read all about it in this week’s Business Tip.
Tax Implications of Crowdfunding
When crowdfunding, the money raised may be taxable depending upon the purpose of the fundraising campaign. Read more in this week’s Tax Tip.
Remarriage with Children: Tax Considerations
Marrying someone with children? Surprisingly, this will affect your tax situation! We explain in this week’s Tax Tip.
Don’t Be Scammed by Fake Charities
Fraudsters will tug on your heartstrings, soliciting on behalf of bogus charities. Check before you donate. Read more in this week’s Tax Tip.