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Georgia Tax Credit Guide
Georgia has tax credit programs in place for Georgia residents to re-direct their tax dollars to programs of their choice. Tax credits give you a “dollar for dollar” benefit which means a $1 tax credit is equivalent to paying $1 in Georgia taxes. Review our tax credit...
Severance & Early Retirement Payout Options
Early retirement buyout packages can include severance payments, medical support, bridge payments, or continued salaries. If you’re asking yourself, “Should I take a severance retirement package?”, it’s important to consider factors like your age, retirement savings,...
Hurricane Helene Extension, Retirement, and Disaster Relief
If you have been affected by Hurricane Helene, Hurricane Milton, or another recent federally declared major disaster, you may be relieved to hear that over the past few years, it has become easier to access your work-based retirement plan and IRA money. Following is a...
Charities vs. Sponsorships: What’s Your Tax Plan for Giving?
When it comes to supporting a cause, understanding the difference between "sponsorships vs. charitable contributions" is essential, especially when considering the tax implications. While both sponsorships and donations can provide valuable support to organizations,...
Inherited IRA Rules: What Beneficiaries Need to Know
When inheriting an IRA, understanding the basics of inherited IRA rules is crucial for managing your tax liabilities and ensuring compliance with IRS regulations. The transfer of assets from the original owner to the beneficiary can be complex. We’ve summarized the...
Our Small Business Tax Credit Guide for 2024
Understanding and utilizing business tax credits is crucial for small business owners looking to optimize their tax strategy in 2024. These small business tax credits, ranging from green energy incentives to employer credits and state-specific opportunities, can...