Making the Most of Your Credit Card
Ready to unlock your card’s full potential? From earning rewards and protecting purchases to building credit and gaining insurance coverage, the benefits of using credit cards wisely are significant.
Minimize a Surviving Spouse’s Estate Tax: The Benefits of the Portability Election
We break down Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return and the portability election, a key feature that allows a surviving spouse to utilize their deceased spouse’s unused estate tax exclusion. Learn how this can save your family millions in estate taxes, the qualifications, special filing rules, and common complications when preparing the form.
Succession Planning for Baby Boomer Business Owners: Ensuring a Smooth Transition
Baby Boomer business owners: Is your business ready for the future? As you approach retirement, succession planning is key to ensuring the legacy and success of your company.
Navigating the Corporate Transparency Act: Essential Insights and Compliance Reminder for SMBs
The compliance deadline for the Corporate Transparency Act (CTA) is fast approaching! Small and medium-sized businesses must act now to meet the new requirements. The CTA mandates reporting beneficial ownership information to FinCEN to increase corporate transparency and combat financial crimes.
Henssler Financial named a 2024 Top Workplace in Metro Atlanta by AJC
Henssler Financial has been named a Top Workplace by The Atlanta Journal-Constitution at its 14th annual Top Workplaces event. Henssler ranked 64th among the 77 small companies that made the list.
The QuickBooks Desktop Phase Out: How QuickBooks Online Will Future-Proof Your Business
As Intuit shifts to cloud-based solutions, it’s time to consider moving to QuickBooks Online for better flexibility, collaboration, and access. Learn how to future-proof your business before QuickBooks Desktop is discontinued in 2025.
Do You Know Your Medicare Coverage Options?
Choosing the right Medicare plan can be confusing, but it’s crucial for your health and finances. Learn the key differences between Original Medicare and Medicare Advantage, and find out when you can make changes to your coverage.
If You Don’t Have a Will Yet, Why Not?
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. 📝 We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
After a Massive Breach, Is Your Data in Danger?
Be aware that after a data breach, scammers may step up impersonation attempts, even if they don’t actually have access to stolen data. However, government agencies will never send you an email or call you to ask you to verify your Social Security number or provide or update your personal information.
Best Practices for Hiring: Red Flags to Watch Out For
Hiring the right talent is crucial for small and medium-sized businesses. A bad hire can cost you time, money, and impact your team dynamics. Learn how to spot red flags during the hiring process and ensure you’re building a team that aligns with your company’s values and goals.