While much of the financial world has gone digital, 401k plan rollovers are still stuck in the past with paper forms, mailed checks, and weeks-long waits.
401k Plan Rollover Delays: New Data Reveals Shocking Cost”
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Tax News & Insights from Tax Centers of Georgia
Stop the Bleeding: Protect Your Family’s Future From the Looming Retirement Tax Trap Before It Is Too Late.
Prepare for rising taxes by exploring CARES Act strategies and tax-free retirement alternatives to protect your 401k and IRA assets.
Atlanta advisor John L Mills Tax Centers of Georgia interviewed in Detroit during 1200 point stock market drop
WITH STOCK MARKETS TUMBLING, RESIDENTS INCREASINGLY WORRIED OVER 401(K) AND RETIREMENT PLANS ANCHOR HUEL PERKINS: Many of us who invest in the stock market are feeling a little bit rattled right now. ANCHOR MONICA GAYLE: But is...
Stop the Panic: Is the Coronavirus Recession Threatening Your Family’s Financial Future?
Understand market volatility and coronavirus impacts. Learn key financial terms and compare 401(k) vs. IRA plans to secure your retirement future.
Business Tax, a Secret IRS Gift to Business Owners
Stop Overpaying your Business Tax by Hundreds of Thousands of Dollars per year!
Why You Should Love Your Stinkers
Why You Should Love Your Stinkers We have had quite a few emails and calls about the 9 Ways to Reduce Your Taxes attachment in the November newsletter. Most of the questions were about the “wash sale” rule typically used in selling stocks so let’s spend some more time...
Deadlines that people forget that cost them!
The Oct 15th extended personal tax return deadline is looming, so if you haven’t filed yet you need to cancel this weekend’s plans and get to it!! Many people in Florida will learn an unfortunate lesson after being punched in the head by Hurricane Matthew as they are...
How to Title Property Correctly
Married Couples and Property Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away, Mary met Logan and they were married. Because she had the house in joint...
Tax Free Sale of Property
Howard and Lynn were age 55 when they purchased some land outside of town. They thought it would be a good investment that they could later sell for a higher price. Over the years, development from town has moved toward the property and their land is now next to a...
“Fall” into Tax Savings for next year!
With fall in the air, it’s time to start thinking about things that need to be done to prepare for winter. The garden harvests are rolling in, fresh vegetables are everywhere and it’s really, really great. Time to fill up your oil tanks before the price change, and...
Tax Doctor
- You Control What You Pay in Tax, it Doesn’t “Happen to You”If you pay attention and plan your tax outcomes proactively, there are many things you can do to reduce your tax bill. But the planning and the resulting activities that you need to engage in to achieve those outcomes are all year-round actions you must take, not just things to do the week before you […]
- Understanding Tax CreditsWhen planning ahead, or just engaging in their day to day operations, most business owners at least occasionally think about tax deductions. A business dinner that can be partially deductible, or a new machine that can be depreciated. However, they often don’t think about or plan how to acquire other tax credits, which can often […]
- Logical Tax PlanningIt’s hard to be logical all the time about everything. The most financially successful tax clients we serve at least attempt to force themselves to be logical, for their own benefit. For instance, our parents, as well as a subset of the economy including some popular radio show based advisors like Dave Ramsey, say you […]