The Astute Angle
A fresh and simplified perspective on personal finance topics
The Stock Market Sits Down for a Job Review
"Describe your perfect day." Such a simple interview directive rarely fails to provide the most telling of replies. Responses are almost never scripted in advance and usually provide productive insight into what motivates the interviewee, [...]
Georgia Rural Hospital Tax Credit and Qualified Education Expense Credit Under the New Tax Law
Prior to 2018, the financial benefit for Georgia taxpayers to utilize the Rural Hospital Tax Credit and the Qualified Education Expense Tax Credit accrued only to those who faced alternative minimum tax (AMT). Georgia taxpayers [...]
Tax Planning Strategies Under the New Tax Law
The first sentence of our early November 2017 Astute Angle post read "It is November 8th, 2017 as this is written and there is no doubt that a lot will happen with the Tax Cuts [...]
Zero-Based Budgeting Applied to Personal Finance
If you have ever run a businesses or worked in corporate finance, you are likely familiar with the concept of zero-based budgeting (ZBB) as an alternative to traditional budgeting. The traditional form of budgeting - [...]
Why Many Parents Should Reconsider Covering College-aged or Adult Children on their Health Insurance
Parents generally believe that the longer they can claim their children as dependents, the more tax savings they will accrue. This is a misleading fallacy for most high-income families. The reality is that most parents [...]
The Tax Saving Opportunity of a Lifetime for Early Retirees
Like it or not, the Affordable Care Act will again rule the health insurance marketplace in 2018 regardless of what happens in Congress with tax legislation or whether the individual mandate holds up over the [...]
10 Tax Planning Strategies for the 2017 Tax Cuts and Jobs Act
It is November 8th, 2017 as this is written and there is no doubt that a lot will happen with the Tax Cuts and Jobs Act before the end of the year. The current bill [...]
7 Myths of High Deductible Health Plans and Health Savings Accounts
It is again that time of year.... NO, not pumpkin spice lattes - it's time to review health insurance coverage options for the year ahead! To be sure, the choices are confusing and contemplating health [...]