For Individuals

One of the many tax planning strategies we use with our clients id the use of an accountable plan. This allow the firm to provide reimbursements for employee’s business expenses without having to pay payroll taxes on the disbursements. To ensure you’re all set without...

These days are moving VERY quickly, and we are working VERY hard to get communication out to our North Atlanta clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS...

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...

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....

What is the Kiddie Tax and how does it work The Kiddie Tax is a federal tax on the investment income of children under the age of 18. The tax is designed to prevent parents from sheltering their income in their children's names in order to reduce their own taxable...

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...

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder of the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this is...

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...

Do you ever worry that you have made a serious financial mistake when it comes to running your legal practice? The truth is, a lot of the self-employed attorneys I talk with struggle with the business side of things. Making Both Teams to Score Predictions. This refers...

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...