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.

Bonus Depreciation 2025 for North Georgia Business Owners

by | August 1, 2025 | Blog | 0 Comments

Did your social media feed feel like it turned into a tabloid this weekend?If it looked anything like mine, it was overrun by memes and parodies — thanks to a now-former CEO and an awkwardly timed moment on the Coldplay kiss cam. What followed was the kind of PR...
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Curtis Collins’s C Corp Pros and Cons

by | August 19, 2022 | Blog | 0 Comments

Before I dive into discussing the pros and cons of a C corp, I briefly want to touch on some other things relevant to you as a North Georgia small business owner.Recession. The threat of it hangs in the air like a midwest thunderstorm. And as you anticipate it,...
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If There’s Another Government Shutdown We’re Here To Help Your North Georgia Business

by | February 21, 2019 | Blog | 0 Comments

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...
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The Seven Primary Tasks For Any North Georgia Business Team

by | November 20, 2020 | Blog | 0 Comments

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...
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The Most Likely Reasons Why Small Businesses Fail In North Georgia

by | March 19, 2018 | Blog | 0 Comments

It's always been hard-scrapping for small business owners in North Georgia. We've all heard the old adage: At least 85% and maybe as high as 98% of new small businesses fail before they hit the five year mark. That rate may have been even higher over the past decade....
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Clean Energy Tax Credits North Georgia Business Owners Can Still Capitalize On

by | August 5, 2025 | Blog | 0 Comments

Heard about the GENIUS Act? It was signed into law earlier this month. It's the first comprehensive piece of federal legislation focused on regulating cryptocurrency. Which means for the crypto industry, it’s a historic pivot point.Now, let’s be honest. You...
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Vendor Negotiation Tips for North Georgia Business Owners

by | August 5, 2022 | Blog | 0 Comments

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...
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Email Inbox Management for North Georgia Business Owners

by | January 19, 2024 | Blog | 0 Comments

Now that we’re a week into the new year, all of last year’s broken things in your North Georgia biz have likely smacked you in the face a few times. Sadly, they didn’t magically get fixed while you were cleaning up wrapping paper and sneaking another sugar cookie.But...
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A Good Accountant for Your North Georgia Small Business Provides This

by | May 29, 2024 | Blog | 0 Comments

This past weekend, Ed Dwight — age 90, became the oldest person to travel to space. Six decades ago, he was on a trajectory to become the first Black astronaut in space, but ultimately was passed over. The space excursion certainly cements the old adage “It’s...
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Is The Employee Retention Tax Credit Right For Your North Georgia Business?

by | October 8, 2021 | Blog | 0 Comments

There is a LOT of smoke emanating from Congress right now. As usual, with Congress, there are always rumors and mutterings -- what matters is what is actually signed into law.And we'll keep you up to date on what you might need to know.But speaking of Congressional...
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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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