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.
With Changes Ahead, Taxpayers can take Advantage of Current Tax Laws
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why deferring income and accelerating deductions means more this year. Read the Article
Time for Baby Boomers to Pay Up
If the full amount of a required minimum distribution isn’t taken, the penalty is 50% of the amount you didn’t withdraw. Read all about it in this week’s Tax Tip.