2020 has been a “wild ride” to say the least and it’s not over!  Our resilience during this particularly difficult year is a testament to the human spirit!  If you’re a business owner, as I am, you may have different planning needs as we close out this very unusual year and plan for 2021. Consider...Read More

This year has taught us the importance of connection. While we endured the uncertainty of March and the “studder” start of states and communities re-opening, closing, and re-opening again, the one lesson we learned is that we need each other and we are most resilient when we work together. The strain of our social fabric...Read More

Whether it’s the new school year for your kids or expanding your own career plans, the fall of the year moves our thoughts toward learning something new. Most Americans start education programs and plans in the fall from Pre-school through adulthood. Education conferences are attended more often in the fall of the year than at...Read More

Many charitable organizations obtain their highest donations at the end of the year. The holiday season brings gratitude and giving front and center in our hearts and minds. Giving to those in need is especially important during the fall and winter when temperatures drop, resources become scarce, and being with loved ones may not be...Read More

Taking the time to plan for short-term or long-term goals such as retirement is an investment that will ALWAYS pay off. Unfortunately, your goals can be impacted by multiple factors that can make accomplishing them more difficult even when times are not challenging. Following these three simple steps below can make achieving your big, amazing...Read More

As a tax accountant I’m always looking for the most value from my hard-earned dollars and cents. That’s what makes me the premier accounting firm in metro Atlanta. As my family and I create our “new normal” during this time, we are learning how to be safe and still get out of the house. Kids...Read More

Saving for retirement is becoming more and more attractive with the new increased limitation announcements from the IRS. The new limits include a Cost-Of-Living Adjustment that works in the favor of taxpayers who are working to build their nest-eggs. The IRS released updated employer limits for sponsored retirement plans, which covers 403(b), 457, 401(k) and...Read More

The US Congress and President Trump have passed the largest tax reform legislation in over three decades. However, the bill, which will affect most taxpayers, will not affect taxes for 2017- it will be effective for taxes filed for 2018. For those wondering what the bill is all about, below is a summary of the major...Read More

Considering the recent events in data breaches which include headline grabbing names like Equifax, Brooks Brothers, Verizon, FAFSA: IRS Data Retrieval Tool, and InterContinental Hotels Group, it is become clearer that consumers need additional protection for the sensitive information these companies are entrusted with. Consumers are being left with a narrowing filed of options when...Read More

When starting a business there are usually many questions swirling through an entrepreneur’s mind. How will I find customers? Am I crazy for doing this? Where will I find funding? The excitement and eagerness to get started doing something you love can be intoxicating. However, when starting a business there are additional considerations and questions...Read More