Over 50 Years of Combined Experience
1801 Hermitage Blvd, Suite 170
M - F 9:00 - 5:00

Archives

Year: 2018

A Shopper's Guide to Tax Consultants

Without a doubt, income tax laws are complex. Yet, many individuals do their own income tax returns. Sure, the advent of personal income tax software has somewhat eased this burden. Tax preparation software is reasonably inexpensive. However, you still have to gather all the information. But, on...

Continue reading

The Best Tax Tips before Year End

Tax planning is more advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to minimize tax liability, which will leave more income for you and/or your family. Generally, people put off tax planning because paying income taxes is an obligation. So, this...

Continue reading

Barnes Quarterly – Episode 01

We are elated to announce the arrival of the inaugural episode of our new podcast, Barnes Quarterly. We’ve been wanting to put something like this together for quite some time, and now the day has finally come! With this podcast, we are hoping to pass along information and insights in an easy...

Continue reading

A Buy-Sell Estate Tax Checklist

The Internal Revenue Service (IRS) requirements for the valuation of a business through a buy-sell agreement for estate tax purposes are as follows: 1. The buy-sell agreement must be a bona fide arm’s length transaction. 2. The agreement must obligate the estate of the deceased shareholder to sell...

Continue reading

401(k) Plans | A Nice Fit for Small Business Owners

Qualified plans, such as a 401(k) plan, offer excellent benefits for small business owners. These plans can provide a multitude of tax advantages that combine to deliver far more tax leverage than most people may imagine. Here is a list of the advantages a 401(k) plan may provide for your company: 1....

Continue reading

Funding 529 Plans with UGMA/UTMA Assets

Prior to the popularity of 529 plans, many people saving for their children’s education opted for either a Uniform Gifts to Minors Act (UGMA) account or a Uniform Transfers to Minors Act (UTMA) account, depending on their state of residence. Today, for those looking to reap the tax benefits 529 plans...

Continue reading

Your Child’s Future Is Now

Many parents put off education funding because they believe the task is overwhelming, or they think saving the required amount of money will force them to compromise their current lifestyle. While these may be legitimate concerns, they need not hinder you from establishing and maintaining an effective...

Continue reading

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Barnes Capital Group, a Registered Investment Advisor. Barnes Capital Group is a separate entity from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Barnes Capital Group is committed to keeping our site accessible to everyone. We welcome feedback on ways to improve our site’s accessibility. learn more

Barnes Capital Group
1801 Hermitage Blvd, Suite 170, Tallahassee,
FL 32308

Podcast Available On:

Copyright © 2023 Barnes Capital Group. All rights reserved.

Powered By Moxxi Marketing