Daily Archives: June 27, 2023

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Our Three Cents — Don’t Sell Yourself Short

Business Exit Planning, Business Owner/Self Employed, TaxBy Editorial Team June 27, 2023

Back after a brief hiatus, Our Three Cents is back as Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial are joined by Tax Partner John Dickson, CPA, CFP®, CVA, of Henssler CPAs & Advisers to discuss business owners who are trying to minimize taxes by running as many expenses as possible through their business.

Key Estate Planning Considerations for Unmarried Couples

Case Study, Estate, Family Finances, FeaturedBy Editorial Team June 27, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Giuliana Barbagelata, CFP®, to discuss some of the important considerations unmarried couples need to consider when estate planning. The process starts with financial planning, including how assets are titled, beneficiary designations, and determining if assets should be placed in a trust.