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.

How North Georgia Businesses Can Market More Effectively In This New Normal

I have some ideas for North Georgia small business owners to chew on today about how to connect more clearly and deeply with your clients and prospects, but before I get there, some news:There is still no word about automatic PPP forgiveness for smaller loans (under...

Vendor Negotiation Tips for North Georgia Business Owners

Is your hustle muscle feeling strong right now? I hope so because if your business is going to make it moving forward, it’s going to have to be – at least for somebody on your business team. This inflationary environment virtually demands it (as does a likely...

The “Profit First” Framework for North Georgia Businesses

You might have heard the term "profit first accounting" buzzing around North Georgia business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today, I...

How Will the OBBBA’s Excess Business Loss Limitations Impact North Georgia Business Owners?

"The essence of strategy is choosing what not to do.” -–Michael Porter Quick Answers: What Are the OBBBA’s Excess Business Loss Limitations?The OBBBA made the Excess Business Loss limitation permanent (previously set to expire in 2028). ​​For 2025, you can...

Evaluating Your North Georgia Company’s Marketing ROI

I put a lot of effort into going beyond being a simple tax/accounting advisor for my North Georgia clients, and I'm grateful to those who send back comments, who forward these on to their associates and, of course, for the many referrals that my clients and contacts...

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.

Why Your North Georgia Business Needs a Travel Policy

This is a special week – because it’s all about YOU. It’s National Small Business Week, and I’ve got to take a minute to say it: Running your North Georgia business is no small thing. You’re the one wearing every hat from CEO to janitor, doing a...

Hiring Family: 4 Keys North Georgia Business Owners Should Know

You’ve heard me say it a lot: Keep your head down and focus on what’s actually important – not what’s trending in the fear-focused news headlines. I’ll be the first to admit, this mantra is easier said than done sometimes. Especially these days, when the grip of...

The Cares Act, North Georgia Business Owners, And Student Loan Repayment

2021 is hurtling at us, isn't it? May it ever come sooner.Well, except for this part:I'm here to remind you that while we can (and, often, do) do wonders with "after the fact" tax return information, the best work we can do for you and your North Georgia business is...

Cash vs. Accrual Accounting: Two Main Differences For North Georgia Businesses To Consider

I have seen plenty of North Georgia businesses get into hot water because they were using the wrong method to track their cash.Yep, today, let's talk accounting. :)Specifically, whether your business should operate as CASH or operate as ACCRUAL. Cash is a great option...

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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