For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

5 Easy Steps to Set Up Your Legal Trust Accounts

You may have already heard about trust accounting when dealing with finances. We all know that a trust legally designates a trustee asset management of a grantor who is either deceased or incapacitated. Trust accounting, on the other hand, records both the trust’s...

What Are The Benefits Of Working With A CPA

No one likes paying taxes, but unfortunately, it's a necessary part of life. Fortunately, there are ways to minimize your tax liability and make sure you're only paying what you owe. One way to do this is to hire a certified public accountant (CPA). CPAs are experts...

Law School Was Hard. Accounting And Taxes Don’t Have To Be

When was the last time you struggled with a business decision? Believe me, I understand. When you’re an attorney, your focus is on your clients and their legal issues. If you ever feel like your finances are a mess or your profits aren’t where they should be......

KPI’s To Consider Before Applying For A Business Loan

Sales can be a difficult profession, whether you're working in a law firm or any other type of business. It's important to be able to build relationships with potential clients and understand their needs. But it's also critical to be able to close a sale and get the...

How A Business Loan Can Help You Expand Your Firm

A law firm can be a great investment for the entrepreneurial attorney. It can provide a steady income and help you grow your business. But like any other business, a law firm requires capital. This is where a business loan comes in. A business loan is a loan that is...

What Your North Atlanta Business Must Do While Awaiting SBA Payroll Loans

Before I get into some of what we have learned over the weekend about the SBA payroll program, I want to speak to you -- business owner to business owner.To survive in this hour, you will NEED two major qualities: Clarity and Patience.The SBA payroll program offers a...

Five Ways to Beat Mental Stress

Even while we continue to fight COVID-19 and its impact on the economy, many perfectly healthy folks who don’t have any physical challenges are doomed. Not by the virus, but by the negativity they’ve become used to – the continuous flow of negativity from social...

The Coronavirus Impact On Business Around North Atlanta

I want to check in with you, because these are obviously unprecedented times for ALL of us.How are things going for your business right now? Shoot me back an email through the email button at the top of the page and let me know.(I should say from the outset that I'm...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
CosmoLex CAP Quickbooks ProVisors AICPA Member Profit First Professional