Charitable Tax Deduction Peculiarities
Charitable contributions are not always cash donations. They can take many forms. We look at the issues a taxpayer may encounter related to non-cash contributions.
Using Diversification to Reduce Volatility in Your Portfolio
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversifying a portfolio versus chasing returns.
Our Three Cents — Small Business Administration Lending
The Our Three Cents hosts interview Reece Sanford, CFA, a VP/SBA Relationship Manager at SouthState Bank. Reece discusses why SBA-backed loans are ideal for small businesses. Loans backed by the Small Business Administration generally have rates and fees that are comparable to non-guaranteed loans, and quite often have lower down payments, flexible overhead requirements, and no collateral needed for some loans.
Tax Season: Three Things to Watch for on Your Tax Return
John Dickson, CPA, CFP®, CVA, from Henssler CPAs & Advisers, highlights three situations that you need to pay attention to when calculating your 2021 income tax return.
In the News: Henssler Financial Celebrates 35 Years in Business Thanks to Incredible Staff and Loyal Clients
MARCH 2022. KENNESAW, Ga.—The independently operated advisory firm survived the unprecedented pandemic years stronger, smarter, and more prepared as they celebrate 35 years in business.
In the News: Financial planning and Medicare premiums go hand in hand
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why some seniors are seeing an income-related monthly adjustment amount added to their Medicare premiums.
ETFs Are Gaining on Mutual Funds: Here’s Why
Exchange-traded funds have some attractive features that set them apart from mutual funds, including diversification, tax efficiency, and lower expenses.
Financial Planning and Medicare Premiums Go Hand in Hand
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.
Tax Season: The Most Wonderful Time of the Year
John Dickson, CPA, CFP®, CVA, from Henssler CPAs & Advisers, reminds you of the 2021 tax filing season deadlines and answers taxpayers’ most frequently asked question.
In the News: Pay attention to these rules when planning your 2022 RMDs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains four rules to watch out for when planning your 2022 required minimum distribution.