When Your Atlanta Business Might Need a Valuation
We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation. Because, like the good business owner that you are, I’m sure you kicked off Q1 with a bunch of exciting goals and objectives for 2023. So, now that we’re nearing […]
Business Valuation: Knowing Your Atlanta SMB’s Worth
Although it’s a relatively new federal holiday, Juneteenth carries with it a weighty significance. In the official declaration via the Emancipation Proclamation, Abraham Lincoln wrote:“I do order and declare that all persons held as slaves within said designated States, and parts of States, are, and henceforward shall be free…” This holiday which we celebrated nationwide […]
Alternative Small Business Financing Options for Atlanta SMBs
I’ve talked to you before about the ERC scams running rampant and how to steer clear of them, but there’s a recent update worth mentioning: They’re also partially responsible for the IRS’s delay in issuing ERC refunds — especially for small businesses. And funds like that could be exactly the kind of boost needed for struggling […]
Maximizing Tax Savings on Real Estate and Small Businesses in 2023 and Beyond
Description: Join me for a conversation on key tax planning topics we’re implementing with our clients. We also dive into expected changes in the tax code and how we can be proactive with our clients in creating future savings. Some of the topics we discuss are: – Deductions – Depreciation – Self Employment Tax – […]
A Step-by-Step Guide to Business Loans
Ever feel like the whole world is taking a summer vacation except you? That’s real: Small business owners can’t always afford to step away from the helm to take those long, glorious vacations you see on social media (maybe beach and Europe photos are already popping up in your feed?). Whether you do have some […]
Slash Taxes & Build Wealth w/ Oil & Gas
Description: Investing in oil and gas can build your wealth AND reduce your taxes! One of the most significant tax deductions is the intangible drilling cost deduction, which allows investors to use drilling and development costs to be deducted against your active income, including that in your business or W-2! This deduction can mean […]
New FinCEN Reporting Requirements for Atlanta Businesses (Part 2)
Memorial Day doesn’t always mean rest for the small business owner — depending on what kind of industry you’re in. There’s often a lot of hustle around national holidays (special promotions, big sales, holiday weekend shopping). And debt ceiling deals to make, apparently, since that’s what our government was working on over the weekend. Some […]
Long Term Financial Planning w/ Joseph Clark
Description: Long term financial planning is essential for helping individuals and families reach their financial goals, and can help one plan for retirement, save for college tuition, or have a safety net in case of an emergency. But how many of you actually do it? This is one of the many life skills they […]
Real Estate Tax GEEKOUT
Listen to me and Bernard Reisz of Resure Financial as we dive into a variety of tax and real estate investing topics. We discuss retirement accounts, capital gains planning, grouping elections, material participation, 1031 exchanges, capital gains planning and real estate syndications. Lots of great topics to geek out about! A little about Bernard: Bernard […]
Navigating Bank Failures in Your Atlanta Business Right Now
Memorial Day is next week. The unofficial start of summer. I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills. They’ll whip up their mom’s potato salad recipe. Celebrations with friends […]