by Jonathan Bill | Nov 2, 2019 | GA Taxes, Personal
If you are passionate about school choice, you’ll want to know about Georgia’s Qualified Education Expense (QEE) Tax Credit. Launched in 2008, the program allows individuals, married couples and businesses to claim a dollar-for-dollar tax credit on their Georgia...
by Jonathan Bill | Sep 9, 2019 | General Info, Personal, Small Business
Many of you meet with Donna or I at tax time, when you’re closing out your year — or trying to figure out why your tax bill suddenly went up! But there are plenty of other times throughout the year that we can help — and maybe save you some money! Here are just a few:...
by Jonathan Bill | Aug 26, 2019 | General Info, Personal
In July, the Federal Reserve lowered the federal funds rate by 25 basis points, to a range of 2% to 2.25%. This is the first time the Fed has lowered interest rates since 2008, in the midst of the global financial crisis. Federal Reserve Chairman Jerome Powell has...
by Jonathan Bill | Jul 14, 2019 | Personal, Retirement
The Peach State is among the top 10 tax-friendly states for retirees, as ranked by Kiplinger in 2017. Social Security income is exempt from Georgia state taxes, as is up to $35,000 of most types of retirement income for anyone age 62 to 64. When you hit 65, the...
by Jonathan Bill | Jun 27, 2019 | General Info, IRS, Personal
People tend to underestimate how much they are going to need for retirement. Americans aged 65-74, for example, currently spend an average of $55,000 a year. But 60% of Baby Boomers who haven’t yet retired believe they will need less than that to live on during...
by Jonathan Bill | May 30, 2019 | General Info, Personal
Ever wonder if it’s just your imagination — or are prices really going up? You’ll find the answers in some fascinating data from the U.S. Bureau of Labor Statistics (yes, there really is such a thing). The data shows average prices for popular consumer items —...
