Making the Most of Your Credit Card
Ready to unlock your card’s full potential? From earning rewards and protecting purchases to building credit and gaining insurance coverage, the benefits of using credit cards wisely are significant.
Minimize a Surviving Spouse’s Estate Tax: The Benefits of the Portability Election
We break down Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return and the portability election, a key feature that allows a surviving spouse to utilize their deceased spouse’s unused estate tax exclusion. Learn how this can save your family millions in estate taxes, the qualifications, special filing rules, and common complications when preparing the form.
Avoiding Costly Mistakes: Managing an IRA Post-Separation
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Giuliana Barbagelata, CFP® to advise an investor who recently split from her partner and knows nothing about her IRA—how much she’s contributed, what she’s invested in, and what she can do with the account.
In the News: Estate and tax planning in a changing political landscape
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that with there are many factors in the near future that could impact your financial picture. While we can’t predict new laws, now is the time to review your estate plans and consider gifting strategies.
Succession Planning for Baby Boomer Business Owners: Ensuring a Smooth Transition
Baby Boomer business owners: Is your business ready for the future? As you approach retirement, succession planning is key to ensuring the legacy and success of your company.
Navigating the Corporate Transparency Act: Essential Insights and Compliance Reminder for SMBs
The compliance deadline for the Corporate Transparency Act (CTA) is fast approaching! Small and medium-sized businesses must act now to meet the new requirements. The CTA mandates reporting beneficial ownership information to FinCEN to increase corporate transparency and combat financial crimes.
Estate and Tax Planning in a Changing Political Landscape
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Henssler Financial named a 2024 Top Workplace in Metro Atlanta by AJC
Henssler Financial has been named a Top Workplace by The Atlanta Journal-Constitution at its 14th annual Top Workplaces event. Henssler ranked 64th among the 77 small companies that made the list.
In the News: Avoid financial isolation: A plan for surviving spouses
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how to protect loved ones from financial strain should the primary bill-paying spouse pass away.
The QuickBooks Desktop Phase Out: How QuickBooks Online Will Future-Proof Your Business
As Intuit shifts to cloud-based solutions, it’s time to consider moving to QuickBooks Online for better flexibility, collaboration, and access. Learn how to future-proof your business before QuickBooks Desktop is discontinued in 2025.