Important Times to Seek Assistance from a C.P.A.
Did you know you should consult your C.P.A. when you exercise an employee stock option? We list 18 other reasons to call your C.P.A. in this week’s Tax Tip.
Will the Interest on Your Vehicle Loan be Deductible?
If you pay interest on a loan for a vehicle used for business, part of the interest may be tax deductible. We explain in this Business Tip.
Don't Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Don’t Overlook the Spousal IRA
If you’re a non-working spouse, don’t overlook a spousal IRA. It’s the exception to the earned income requirement. Learn more in this Tax Tip.
Converting Your After-Tax 401(k) Dollars to a Roth IRA
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.
Save While You Can — Make a ’14 IRA Contribution
You still have time to make an IRA contribution for 2014. Bil Lako, CFP® tells you how in today’s Marietta Daily Journal. Read the Article
Tuition for School to Treat Learning Disabilities is Deductible
Tuition paid to a specialized school for students with multiple learning disabilities may be tax deductible. We explain in this Tax Tip.
When to convert from traditional IRA to Roth
Is it better to convert your IRA to a Roth IRA? No surprise–it depends on several factors. Bil Lako, CFP® explains in today’s Marietta Daily Journal. Read the Article
It’s Tax Time! Are You Ready?
Before you meet with your C.P.A., use our guide to get your records in order! Read all about it in this week’s Tax Tip.
Last-Minute Tax Tips
Even for procrastinators, there is still time to take advantage of some last-minute tax tips. Read more in this week’s Tax Tip.