Did You Overlook Something on a Prior Tax Return?
If you forgot to include something on your tax return, the solution is to file an amended return as soon as possible. Read more in this Tax Tip.
Mid-Year Tax Reviews Minimize Surprises Next April
Dr. Gene and his staff remind taxpayers of the rules that have changed for 2014, and why mid-year is a good time to meet with your C.P.A.
Review May Help You Avoid AMT
In today’s Marietta Daily Journal, Bil Lako, CFP® details the benefits of a mid-year tax review. Read the Article
Top 10 Tax Breaks You'll Miss in 2014
State and local sales tax deduction is one of the top 10 tax breaks you’ll miss this year. What are the others? Find out in this Tax Tip.
Top 10 Tax Breaks You’ll Miss in 2014
State and local sales tax deduction is one of the top 10 tax breaks you’ll miss this year. What are the others? Find out in this Tax Tip.
Q&A Time: Sweep Accounts, Flex Spending Accounts and Insurance Penalties
Is a flex spending account worth it? We discuss the tax savings in our “Money Talks” Q&A Segment.
In the News: Mid-Year Reviews Can Help with 2014’s Challenges
With the future of Section 179 expensing uncertain, businesses should ensure they’re on track to minimize their taxes. We explain in this week’s Marietta Daily Journal. Read the Article
IRS Guidance Limits Employer Pre-Tax Subsidies
The IRS prohibits employers from paying tax-free funds to employees to buy individual policies of health insurance. Learn more in this Insurance Tip.
Are You In Danger of an Audit?
While only 0.9% of all federal tax returns were audited, 85% of those audited owed additional taxes. Find out if you’re at risk in this week’s Tax Tip.
Withdrawing Assets from 529 Plans for Higher Education Expenses
John W. Dickson, C.P.A., CVA, of Henssler Financial, explains how distributions from 529 Plans can be taken tax free, the documentation you should keep in case of an audit, and why coordinating your withdrawals with education tax credits is important.