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.

Three Tips On How To Succeed as an Entrepreneurial Business Owner in North Georgia

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your North Georgia business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the...

Collins’ Key Reminders For Financial Peace

Last week I wrote about all the chaos that our culture seems to be experiencing, and how things feel like they are fraying around the edges.Well, not only do we seem to be more divided than ever (with a heaping slice of online bitterness thrown in), but each of us...

9 (More) Reasons You Should Own Your North Georgia Business’ Building

Working remotely is more prevalent in North Georgia's work culture than ever before.The rise of coworking spaces like WeWork and PlexPod offer alternative, fun and modern ways to work alongside, and potentially collaborate with, other individuals in their own...

Four Key Steps For Effective Customer Care By Curtis Collins

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of North Georgia businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

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...

Financial Behaviors For North Georgia Business Owners (Part 2)

For many North Georgia business owners, the Memorial Day weekend is sometimes one that can feel a little lonely. While many of those around you are floating on a boat with a fishing pole in the water, or firing up the backyard grill, there you are in the office or in...

Effective Advertising: How To Find It In North Georgia

As you may or may not already know, this is the final week before extended tax returns are due (Monday, October 16th is the due date this year), so we are working hard here in our North Georgia offices with those clients who placed an extension on their filing, to...

Five Financial and Tax Strategies For North Georgia Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any North Georgia person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is more...

5 Effective Marketing Tips For Your North Georgia Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

North Georgia Businesses Should Focus Less On Sales Pitch And More On Adding Value

This summer has been rough. Our culture seems to be fraying around the edges (if not worse), and even if you are successful at staying focused on what's most important for you, your family, and your business, it's difficult not to be troubled at some level by our...

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!