In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why your year-end tax planning is going to take a little longer this year. 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. The investments referenced within this article…
By: Tim O’Pry | Chief Security Officer Over the years (decades), I have been asked for tips on everything from starting a business to the perfunctory cocktail question of, “What do you do?”. Regardless of the question, the answer is the same: I manage failure points. That answer tends to end most casual cocktail conversation…
If you are a business owner who is accustomed to treating clients to sporting events, golf getaways, concerts and the like, you were no doubt saddened by the part of the tax reform that passed last December that did away with the business-related deductions for entertainment, amusement or recreation expenses, beginning in 2018. You can…
Financial Planner
Individual crowdsourcing (also known as personal crowdsourcing) refers to a process of raising money for a personal cause or project using an online platform such as GoFundMe. But how exactly does the process work? Here are some answers to common questions about individual crowdsourcing. What causes can be supported via individual crowdsourcing? Individual crowdsourcing can…
CFP®, CWS® – Senior Associate
Your refund is the amount that your pre-payments (withheld income tax, estimated tax payments, and certain credits) exceed your tax liability, and if the pre-payment also got reduced, you could be in for an unpleasant surprise at tax time. So, why would the pre-payments, particularly withholding, be less? Simply because the current W-4 form on…
December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll in. How much have you saved? If you resolved last year to save more or you set a specific financial goal (for example, saving 15% of your income…
This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Tax Manager Dan DiLuzio, CPA, and Principal Jennifer Thomas, CFP®, to discuss some of the nuances taxpayers need to pay attention to this year for year-end tax planning. Dan explains why taxpayers will want to spend a little more time planning.
Download BioNotableCERTIFIED FINANCIAL PLANNER™ Certificant5 Years of Financial Services ExperienceMember of Financial Planning AssociationContact678-797-3768Email JacobJacob Pritchard, CFP® Senior Financial Planner Jacob Pritchard, CFP®, is a Senior Financial Planner for Henssler Financial, supporting Managing Associate Jarrett McKenzie CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®. His responsibilities include assisting with client cash flow projections, financial planning,…
