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
Download BioNotable3 Years of Financial Services ExperienceContact(678) 797-3704Email BransonBranson Nelson Financial Planner Branson Nelson is a Financial Planner in the Planning & Implementation Department. His responsibilities include assisting Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, reviewing client asset allocation and cash flow projections, and client services support duties, including processing client…
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 Public Accountant7 Years of Tax & Accounting Industry ExperienceMember of Georgia Society of CPAsMember of American Institute of Certified Public AccountantsContact678-797-3794Email AbbyAbby Owen, CPA Tax Supervisor Abby Owen is a Tax Supervisor with Henssler CPAs & Advisers, LLC, an affiliate company of Henssler Financial. Joining the firm in January 2025, Ms. Owen prepares…
