CFP®, CWS® – Senior Associate
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 FINANCIAL PLANNER™ Certificant6 Years of Financial Services ExperienceMember of Financial Planning AssociationContact678-797-3768Email JacobJacob Pritchard, CFP® Senior Financial Planner Jacob Pritchard, CFP®, is a Senior Financial Planner for Henssler Financial, supporting Managing Associate Jarrett McKenzie CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®. His responsibilities include assisting with client cash flow projections, financial planning,…
Download BioNotableCertified Public AccountantAccredited in Business Valuation13 Years of Tax and Accounting Industry ExperienceMember of Georgia Society of CPAsMember of American Institute of Certified Public AccountantsMember of Atlanta Estate Planning CouncilContact(678) 797-3765Email MatthewMatthew Reed, CPA/ABV Tax Director Matthew Reed, CPA/ABV, is a Tax Director with Henssler CPAs & Advisers, LLC, an affiliate company of Henssler…
C.P.A. – Manager, Tax & Accounting
Download BioNotableCERTIFIED FINANCIAL PLANNER™ Certificant5 Years of Financial Services ExperienceMember of Financial Planning AssociationUGA Financial Planning Alumni BoardContact(678) 797-3793Email RomanRoman Shlyakhetko, CFP® Associate Roman Shlyakhetko, CFP®, is an Associate at Henssler Financial. Since joining the firm in July 2024, Mr. Shlyakhetko creates tailored financial plans for individual clients. He carefully assesses their financial situations, offers…
CFP® – Managing Associate
Financial Planner
