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.

Getting Cash Quickly

It's been a truly challenging proposition this year for people – economies are shut down or slowed, jobs and layoffs are constantly impacting income, and children are forced to stay home for virtual schools. In all the struggle, though, some useful ways to create...

Travel Nurse Tax Deductions

There are so many benefits of being a travel nurse. Not only do you get to travel the world, now there are tax deductions that you can take advantage of! Let's first discuss why filing taxes as a travel nurse can be a little more complicated than the norm: Multiple...

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...

Estate Planning For North Atlanta Business Owners

We're rolling through busy season, and have begun to connect with many of our great North Atlanta clients. Already wrapped a few very elegant tax returns (if I do say so myself).One of my favorite things about this time of year is connecting with all of you, and...

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...

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...

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...

What’s Your Real Estate Plans for 2021?

Now that we’ve made it past 2020, it’s time to finally get back on track and focus on all about growing your money for this year. It’s been a long year due to the coronavirus pandemic, and a lot of us have slowed down on investing our savings during this crucial time....

How To Support Your Employees: Making Use of the Section 139 Disaster Relief

When you think about businesses, the most important element that makes it work is the group of people that it is composed of. That is why when disasters happen, most employers understand that the best asset that they have is their employees.  Employers would want the...

A New Year of Taxpayers

Every year, it seems, old clients and friends reach out as their kids or grandkids are beginning their “journey” as taxpayers. In reality, it’s the same conversation, but it’s always from the heart, and I wanted to share a few “nuggets” of wisdom here today. Think of...

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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