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.

White Coat Tax Savings

Do you get frustrated during the tax period? You've worked hard this year, so now it's time to compensate for the piper. Yet no one needs to spend additional income taxes than they actually should. Just be smart about it and don't fall for such potentially dangerous...

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...

What You Need to Know About the Paycheck Protection Program (PPP)

Last Saturday, President Donald Trump signed a bill that reopened the application window for the Paycheck Protection Program (PPP). It was just a few hours until it was scheduled to close when the U.S. House of Representatives and the Senate approved the legislation...

The New Presidential Tax Updates

Every new presidency causes us to worry about what might happen, and President-elect Biden has said many worrisome things, especially with regards to taxes. Although this is not about politics, the fact is that the new president has said repeatedly that he wants to...

Growth in Any Market

I get asked – usually several times a week – where there is “real” growth in any market. Now, usually, the person asking the question is looking for an alternative to an IRA, or even a 401(k), and, if I know a little of their personal finances, I can give them one of...

An SBA Funding Update And Four Scenarios Your North Atlanta Business Could Be In

The second round of PPP funding began this Monday at 9:30AM Eastern. This funding was $322B (as opposed to the first at around $349B). The first round of $349B funded 1.6MM business. As for those who were waiting on that first round, the SBA hasn't shared recent...

Solving Problems in Atlanta Businesses with Effective Solutions

There's this idea out there among many wannabe Atlanta business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although the sharks...

Could Your Business Benefit From A Cash Flow Analysis?

Are you looking for ways to improve your law firm's cash flow? If so, you may want to consider conducting a cash flow analysis. A cash flow analysis can help you identify areas where your firm could save money or bring in more revenue. It can also help you plan for...

An Inside Look At How Law Firm Billing Workflows Are Setup

A billing workflow is a system that law firms use to keep track of the hours worked by their attorneys and staff and any expenses incurred to generate invoices for clients. The workflow usually begins with timekeepers entering their hours into the law firm’s time and...

How A Business Loan Can Help You Expand Your Firm

A law firm can be an excellent 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. It is where a business loan comes in. A business loan is a loan that...

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!
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