Home offices: Specific Qualifications for Deductions but Many Expenses Qualify
In today’s Marietta Daily Journal, Bil Lako, CFP®, highlights the home office deduction for those who work from home. Read the Article
Checking the Status of Your Federal Tax Refund is Easy
Keep tabs on your tax refund with the IRS’ “Where’s My Refund?” tool. Learn more in this week’s Tax Tip.
Don’t Overlook Standard Mileage Rate Add-Ons
Businesses shouldn’t overlook deducting parking and tolls, and state and local property taxes paid for business vehicles. Read more in this week’s Business Tip.
Use Direct Deposit for Faster Refunds
Antsy to get your hands on your tax refund? Opt for direct deposit to receive it faster. Read all about it in this week’s Tax Tip.
Having Tax Diversified Assets for Retirement
Principals Jennifer Thomas, CFP®, and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, CVA, to discuss a common problem of investors who save the majority of their retirement funds in tax deferred accounts: taxes. They look at how required minimum distributions can bump a taxpayer into a higher bracket and the importance of having tax-diversification in your portfolio.
Maximizing Your Affordable Care Act Insurance Supplement
Many issues can affect your MAGI, which, in turn, can reduce or eliminate financial assistance for health insurance. Read more in this week’s Insurance Tip.
Tax Benefits for Parents
You’re probably aware of the dependent tax exemption, but there are many other tax breaks for parents. Read all about them in this week’s Tax Tip.
401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.
Want to Make an IRA Contribution for Last Year? You Still Have Time
Still want to contribute to your IRA for 2016? You have until April 18, 2017 to do so. Read all about it in this week’s Financial Tip.
Along with Tax Season Come the Scams; Don’t Be a Victim
Don’t be a victim of unscrupulous predators this tax season. Learn how to detect a scam in this week’s Tax Tip.