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Day: March 16, 2018

You Da Man: Key Man Discounts in Business Valuation

If you are a business owner and you are also the chief innovator and top salesman, you may want to consider how this might negatively affect your future. We explain in this Business Tip.

Call Foul if the IRS Calls to Threaten You

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains when it is and when it isn’t the IRS calling you. Read the Article

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

Naples, Fl Office

4850 Tamiami Trail N. Suite 301
Naples, FL 34103

  • 239-467-5500