Market Update for March 2018
Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, recap earnings season, discuss the Fed’s recent moves, inflation and housing data in this market update for March 2018.
Tax Cuts and Jobs Act: A Look at Accelerated Depreciation
With the Tax Cuts and Jobs Act, the deduction limit for Section 179 doubles to $1,000,000 for property placed into service after Dec. 31, 2017. For businesses, this is a robust benefit that is likely to stimulate additional growth, as it provides an immediate tax benefit for businesses that purchase anywhere from $1 to $2,500,000 worth of…
Alternative Minimum Tax: A Simplified Example
The Tax Cuts and Jobs Act made changes to medical deductions, state and local taxes, home mortgage interest, miscellaneous itemized deductions, personal exemptions and standard deductions—some of which may have triggered AMT for the average taxpayer. hensslervideo_personalfinance
Casualty Losses May No Longer be Tax Deductible
The Tax Cuts and Jobs Act made some significant changes for individuals taking deductions on personal casualty losses after a disaster. hensslervideo_insurance
Kiddie Tax
The Tax Cuts and Jobs Act made some significant changes in the way a child’s income is taxed. hensslervideo_tax
Market Update for February 2018
The Henssler Research Analysts take a look at the last economic reports for the month of January 2018, including economic trends, and the health of the consumer. They also take a look at whatm 2018 holds with tax reform, actions the Fed might take, and where the markets might go. hensslervideo_personal_finance
Repeal of Recharacterization
The Tax Cuts and Jobs Act repealed the ability to recharacterize a Roth conversion. hensslervideo_personal_finance
Question of the Week: What Does Compound Interest Have To Do With My 401(k)?
Henssler Associate Peter Lynch, explains the power of compounding interest on your retirement and overall finances.
Private School Tuition Now a Qualified Education Expense
The Tax Cuts and Jobs Act made changes to 529 Plans, allowing for withdrawals for private K-12 tuition. hensslervideo_personal_finance
Loss of Tax Deductions, Gains of Tax Credits—An Example
In simplistic terms, the Tax Cuts and Jobs Act doubled the standard deduction and eliminated several tax deductions. Ideally, less people will itemize; however, many may pay less in taxes. Let’s look at a family, married filing jointly and with three children. hensslervideo_personal_finance