Year-End Investment Moves
If you invest in stocks, you may have an opportunity for tax savings before year-end. We explain in this week’s Tax Tip.
2016 Tax Moves That Take Advantage of One of Trump’s Tax Proposals
If the standard deduction for taxpayers increases in 2017, there is a way you can benefit in 2016. Learn more in this special Tax Tip.
Maximizing Donations & Deductions
We can help you maximize your charitable donations to benefit both you and the charity under current tax laws. Learn how in this special Financial Tip.
Liberal Expensing Limits Can Create Major Year-End Tax Savings
Business owners: Consider acquiring machinery and equipment before year-end for major tax savings. We explain in this week’s Business Tip.
Time to Start Thinking About Year-End Tax Moves
There are numerous steps that can be taken before January 1st to save a considerable amount of tax. Learn more in this week’s Tax Tip.
The Giving Season: Six Tips for Making Smart and Effective Charitable Donations this Holiday Season
Tis the season for giving. When giving charitable donations, we have six tips to make your dollars go further in this week’s Financial Tip.
Philanthropy and Available Tax Deductions
Tax deductions are an added benefit to those who make meaningful charitable gifts. We explain in today’s Marietta Daily Journal. Read the Article
Accounting 101: How to Read an Income Statement
Ever go cross-eyed when looking at an income statement? We help you decipher it in this week’s Business Tip.
Philanthropy and Available Tax Deductions
Shawna Theriault, CFP®, C.P.A. and Jennifer Thomas, CFP®, discuss the options available for meaningful charitable giving, including establishing charitable trusts, family foundations and donor advised funds.
Cutting the IRS Out of Your Gifts
It’s best to know the rules for gifting, otherwise you may end up making a gift of taxes to the IRS. We explain in this week’s Tax Tip.