CFP® , CRPC® – Associate
Financial Planner
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that if you own stocks or mutual funds, there are some moves at year-end that might help your financial situation. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy.…
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the chances of an interest rate increase in December and the effects rates are having on the bond market. They also talk about current valuations in the market both on a price-to-earnings basis and a price-to-sales…
CFP® – Associate
Yes, you can borrow money from your wholly owned business. Generally speaking, the terms of the loan must be reasonable and must be properly documented. Otherwise, you run the risk that the IRS could reclassify the proceeds of the loan as compensation or dividends, leaving you with an unanticipated tax bill. Troubles may arise if…
When you apply for an auto insurance policy, don’t be surprised to find questions about your credit on the insurance company’s application. In addition to the other information you provide, the company may use your credit information as part of its applicant-screening process. But are insurance companies being too nosy and intrusive when they request…
CFA, CVA – Chief Investment Officer
Download BioNotable6 Years of Tax and Accounting Industry ExperienceQuickBooks Online ProAdvisor®Contact(770) 429-9166Email AshlynAshlyn Holliman Tax & Business Consultant Ashlyn Holliman is a Tax & Business Consultant with Henssler CPAs & Advisers, LLC, an affiliate company of Henssler Financial. Ms. Holliman worked as an Administrative Intern during the Spring 2017 tax season, and as a Tax…
Research Analyst
