Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline.
Before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for both 2022—2023 and 2023—2024.
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts even provide a variety of tax benefits.
Excerpt: Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough not to need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they can direct that money to their favorite charitable organization and still receive tax benefits.
Is your parakeet internet famous? Is bird seed a tax deduction? Content creators must meet highly specific requirements to legally take some of these tax deductions.
If your business involves sending invoices for products or services, QuickBooks Online offers multiple ways to record payments when they come in.
Many business owners have fallen victim to aggressive marketing of the Employee Retention Credit by marketers or promoters and may have filed ineligible claims. The latest guidance from the IRS includes a procedure for withdrawing a claim.
If you’ve been thinking of making home improvements that include energy efficiency improvements, you may qualify for some substantial income tax credits.
John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about.
