The 2018 Tax Reform lowered taxes across the board for most Americans. Now that we’ve had a couple years of experience under this new tax code, we’re beginning to see how the tax cuts played out, specifically when it comes to charitable gifting. After the tax code...
As many of you are aware, new cost basis reporting rules were phased in over the past few years. In an attempt to find missing tax revenue, new rules require brokerage firms to include cost basis information on 1099-B’s on certain securities. These rules drastically...
With the new year upon us, I wanted to take the opportunity to explain the 2018 tax reform bill that represents the most significant tax changes in our country in more than 30 years. It’s important to note that the main reason for this tax bill is corporate tax...
Health Savings Accounts have been growing in popularity with the increased number of high deductible health plans used. High deductible health plans (HDHP) are currently defined as ones with a deductible above $1,300 for an individual and $2,600 for a family. Under a...
In my line of work, I am often asked about IRA rollovers. Most commonly, clients have a 401k with a previous employer and are wondering what steps they need to take to remove their funds from the plan. Starting in 2015, the IRS now follows a stricter interpretation of...
April 15th? Maybe just another day of the year If it seems like every year preparing and filing your taxes has become more and more difficult, it’s because it has. There is probably no better proof of the need for tax reform than what most Americans have to go through...
We think of planning for retirement as a timeline and a series of stages.
Choosing us as your retirement planing advisors means a personalized guide through your retirement journey.
Our attributes set us apart from the crowd and allow us to find the best fit for your unique needs.
Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.
Are You Ready to Partner With Us?
We believe in building relationships.
Let us be your partner on the journey to financial independence.
300 Galleria Parkway
Atlanta, GA 30329
924 Riverchase Parkway
Birmingham, AL 35244