Over 50 Years of Combined Experience
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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...

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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...

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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...

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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...

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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....

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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...

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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...

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

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