A New Retirement Plan for Atlanta Small Business Owners
Here we are four months into a new year and plugging along towards 2024’s goals for your business. First, thank you so much for your trust, and for allowing us to be the ones you trust to guide you on the path you’re charting for your business. Since we work with so many Atlanta businesses, […]
Managing Remote Workers Through I-9 Requirements: A How-To for Atlanta Businesses
We’re working hard for you. And we always want to make sure you’re optimizing your processes for profit, efficiency, visibility, and legal compliance. Including areas that often get overlooked… I keep seeing headlines about the arm wrestling over remote work, as it continues to be debated among US employers. More companies are demanding a full or […]
Why Retain Atlanta Business Advisors Year-Round
Let’s get real: It’s mid-March and January’s zeal for fixing all the broken things in your business has probably faded by now. Maybe you started the year with a bang, but the grind has set in and it feels more like, well, a grind. That new spreadsheet you created to track your goals isn’t enough […]
Zero-Based Budgeting in Your Atlanta Small Business
No business management technique is sacred anymore. And rightly so. In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business management. The ever-changing market landscape, economic uncertainties, rapidly developing technology, and the […]
Making Your Atlanta Business and Tech Work Together
When I see relevant stats that my Fulton County business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.) But first, a quick note about end-of-month tasks. If you haven’t gotten all of last month’s expenses and income details over to my office, […]
The Nuances of Sales Tax Holidays For Atlanta Business Owners
Firstly — a quick reminder that we’re reaching the end of the month, which means getting your monthly reporting done.. Send us anything we’ve been asking for … by the 1st? 🙂 Second — Have you reported your Beneficial Ownership Information to FinCen yet? If not, and you own a business type that’s required to […]
How Tax Planning and Real Estate Can Help You Achieve Your Dreams
The marriage of Real Estate and exceptional Tax Planning is your vehicle to financial freedom and getting the life you want. In fact, the best investment you may ever make could be tax planning…IF you have a collaborative relationship with the right tax team. Real estate is the most tax advantaged investment that you can […]
Using Tax Lot matching to reduce taxes
A Tax Lot is the recorded details of a security acquisition. Each acquisition on different dates or with different prices represents a new tax lot. Tax lots show cost basis information for positions. By Tax Lot Matching investors can specify which specific shares of a stock or mutual fund are sold, in contrast to the […]
Some quick data points about filing your BOI (Beneficial Ownership Information)
The BOI report is filed online in a new federal database called BOSS (an acronym for Beneficial Ownership Secure System). Almost all industrialized nations already require that BOI reports be filed by businesses, and those nations have found them helpful in combating money laundering and other criminal activity. The United States is literally the last […]
Atlanta Business Owners, A Big Gmail Update Is on the Way
For a long time, the NFL was hands-off when it came to Las Vegas. They were unwilling to get anywhere close because of the long-time commissioner’s caution about the connections some big NFL names had with well-known mob connections. Commissioner Pete Rozelle and his successors were adamant about their anti-sports betting stance. Major changes in the […]