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.

Let’s Start a Conversation…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

If There’s Another Government Shutdown We’re Here To Help Your North Georgia Business

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

2018 Tax Season Reflections From A North Georgia Tax Professional

As I write, it's the day before tax day (which is Tuesday the 17th), and we are pushing hard during this final stretch. Procrastinators in North Georgia are streaming through our doors, both virtual and actual (after all, we welcome them here), the phone is ringing...

The Most Important Factor in North Georgia Small Business Valuation

I've heard from many of my North Georgia business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family...

Effective Meetings Guidelines For North Georgia Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your North Georgia business, and you need our help. Give us a call: (770)...

Mapping Out Your North Georgia Prospective Customers’ Experience

Hopefully, you aren't too locked into national news, stock market jitters, trade wars, etc. As a North Georgia business owner you've gotta keep your head in your own particular game.But you must know this: with all the gloom out there, our mutual customers are looking...

Leading Through Change In Your North Georgia Small Business

Goodness gracious, has there ever been change this year. I'm mostly referring to all of the new regulations in the tax code: the fact that strategies that "used to work" to reduce our clients' tax burdens might not work in the same way as they did in the past.Politics...

2017 Year-End Tax Strategies for North Georgia Business Owners With Tax Reform In Mind

The holidays are funny for North Georgia business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays...

The Simple ‘Why’ For North Georgia Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Key Performance Indicators (KPI’s) for Your North Georgia Business Work Goals in 2018

Happy New Year! It's time to turn the page... If you've been paying attention, I've been diving pretty deep into the new tax regime under which we are NOW operating. What will be interesting to see is the *actual* technical guidance from the IRS about all of these...

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!