Download BioNotableCertified Public AccountantAccredited in Business Valuation12 Years of Tax and Accounting Industry ExperienceMember of Georgia Society of CPAsMember of American Institute of Certified Public AccountantsMember of Atlanta Estate Planning CouncilContact(678) 797-3765Email MatthewMatthew Reed, CPA/ABV Tax Director Matthew Reed, CPA/ABV, is a Tax Director with Henssler CPAs & Advisers, LLC, an affiliate company of Henssler…
C.P.A. – Manager, Tax & Accounting
Download BioNotable1 Year of Financial Services ExperienceContact(678) 797-3727Email LydiaLydia Ricketts Financial Planner Lydia Ricketts is a Financial Planner in the Planning & Implementation Department. Her responsibilities include assisting Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, reviewing client asset allocation and cash flow projections, developing client investment policy statements, and client services…
CFP® – Managing Associate
Financial Planner
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how easy it is for the charitably inclined to establish their own donor-advised fund to increase the impact of their giving. 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…
In this episode of Planning Priorities, Henssler Associate Melanie Wells, CFP®, shares some financial steps parents can take before their children go to college.
We’re in a bit of a transitional period with business bill-paying. Some paper bills still come via the U.S. Mail, however you may also be getting some through email. Others don’t come at all: You might get a reminder email, but you have to go to the vendor’s site to make a payment. How do…
If you are employed by a government or not-for-profit organization, you may be able to receive loan forgiveness under the Public Service Loan Forgiveness (PSLF) Program. The PSLF, which began in 2007, forgives the remaining balance on federal Direct Loans after you have made 120 monthly payments under a qualifying repayment plan while working full-time…
Receiving notification from the Internal Revenue Service that there’s some kind of problem is one of the most bone-chilling situations an American taxpayer can experience. Just receiving an envelope with a return address from the IRS can strike fear. There are many different reasons that the IRS might reach out, but some are more common…
