Personal Financial Planning: Creating Real Positive Change – This Year!

Published on January 23, 2020

  Budgeting and financial planning creates powerful change in the lives of those who choose…

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The Value of Planning – The Series Begins

Published on December 3, 2019

The Start of a Series on Planning to Help You Create a Better Financial Experience…

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20% QBI Deduction

Determining “Reasonable Compensation” For S Corporations

Published on July 18, 2019

Choices May Impact Your Qualified Business Income 20% Deduction   One of the most discussed…

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Pass Through Deduction

The “Pass-Through” Deduction – Part I

Published on February 13, 2018

The Tax Cuts and Jobs Act is one of the most active topics for businesses…

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Tax Reform Update

Published on December 4, 2017

Tax reform bills have just passed by both houses of Congress.* The bills are quite…

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Knowledge, Not Overhead: Outsourcing Your Chief Financial Officer

Published on October 24, 2017

Many businesses struggle with considering or affording a full-time Chief Financial Officer. However, the benefits of…

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Accounting Information Really Is Useful- If It Is Understandable!

Published on October 9, 2017

CPA firms are notorious for presenting valuable information in the industry language of “accountant-speak,” or…

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Forensic Accounting

The “Foreign-sic” Language of Forensic Accounting

Published on June 28, 2017

Understanding “foreign-sic,” or knowing someone who can, may have a major impact on your financial…

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Support Your Local Team and Business!

Published on May 25, 2017

Have you noticed the FANGtastic local support for a certain sports team in Nashville lately?…

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Orchestration Required for Family

Published on May 2, 2016

Family Office support is becoming a service of increasing value, especially for families with multi-generational…

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