Resources

Safe Harbor 401(k) Plans for Small Companies

Among employer-sponsored retirement plans, 401(k)s have become the standard. Some prospective employees assume that a job will come with a 401(k). Therefore, offering a 401(k) at your company may help you hire desired workers, and help you retain valued employees.

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2nd Quarter Tax Deadlines for Tennessee Taxpayers

Some Federal and state deadlines for Tennessee taxpayers to pay attention to this quarter. These are for filing returns on a calendar-year basis. 

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The Future of Long-Term Care

If you or a loved one ever need help with daily living activities, you will discover that custodial care can be expensive. Long-term care (LTC) insurance is available, but insurance companies have learned that these costs can be steep.

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3 Developments that May Affect Your Taxes in 2017

Some changes are being made in 2017 that may affect parts of your taxes. Stay in the know on developments. 

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1st Quarter Tax Deadlines for Tennessee Taxpayers

Some Federal and state deadlines for Tennessee taxpayers to pay attention to. These are for filing returns on a calendar-year basis. 

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Drawing Down Your Portfolio in Retirement

Drawing down the taxable account may be a common practice for retirees. However, there may be drawbacks.

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Upcoming Deadlines for Tennessee Taxpayers: Aug-Dec

A brief guide to some Federal and state deadlines for Tennessee taxpayers filing returns on a calendar-year basis.

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Make the Most of College Financial Aid

In order to obtain financial aid, a key step is filling out the Free Application for Federal Student Aid (FAFSA). This is a complex form with many questions; its aim is to get a picture of a student’s family income and assets. Some of the questions request tax return information. Our office can help if you have difficulty with any FAFSA tax questions.

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What the New Federal Fiduciary Rule Means to Investors

In April, the U.S. Department of Labor (DOL) made headlines with its final rule covering conflicts of interest among investment advisors. Media coverage focused on the difference between a “fiduciary” standard and a “suitability” standard. Financial advisors and investment firms have been debating this issue—often heatedly—for years, and the DOL action probably will bring about changes within the industry.

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Top 4 Tips to Reduce Your Risk of a Tax Audit (or to Make One Less Painful)

The words "tax audit" makes everyone weak in the knees and can be a serious frustration, complete with the IRS requesting more details and clarification regarding your tax return. There is some good news, though. While you can’t eliminate your risk of audit, you can take some steps to reduce that risk and the chance that you will owe additional tax, penalties or interest if your return is examined.

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