Year-End Charitable Giving

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning. Tax Deduction for Charitable Gifts If you itemize deductions on your federal income tax return, you can generally deduct your gifts to qualified charities. This may also help you potentially…

Cathal Carson

Download BioNotable10 Years of Financial Services ExperienceContact(678) 797-3773Email CarsonCathal Carson Financial Planner Cathal Carson is a Financial Planner in the Planning & Implementation Department. His responsibilities include assisting Managing Associate D. James Barker, CWS®, and Associate Peter Lynch, reviewing client asset allocation and cash flow projections, and client services support duties, including processing client information.…

Michael Coelho, CFP®

Download BioNotableCERTIFIED FINANCIAL PLANNER™ Certificant9 Years of Financial Services ExperienceMember of Financial Planning Association2024 Atlanta Five Star Wealth ManagerContact(678) 797-3792Email MichaelMichael Coelho, CFP® Associate Michael Coelho, CFP®, is an Associate at Henssler Financial. Having joined the firm in June 2024, Mr. Coelho creates customized financial plans for individual clients, focusing on their goals and helping…