Broker Check
Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast

Navigating Your Financial Life 
Through Effective Tax Strategies

When it comes to your financial life, it can be overwhelming to implement and manage multiple strategies, stay up-to-date with the latest tax regulations, and handle your many other responsibilities in life. By working with a financial and tax professional you trust, you will feel more confident in your financial future and have more time to focus on your passions in life.

I’m Sallie Mullins Thompson, a CPA, financial planner, and tax strategist who helps small business owners, families, and executives address all elements of their financial lives, including tax, investment, retirement, and asset risk.

My goal is to integrate these components into a cohesive strategy that makes sense according to specific objectives, values, time horizon, and risk tolerance. Rather than working with several different firms, my clients are able to rely on one person for their financial guidance.

My services include accounting and bookkeeping, income tax preparation, financial statements development, investment management, cash flow analysis and budgeting, college funding, retirement plans, and income protection.

As both a tax and financial professional, I consider all tax ramifications in financial decision-making with the purpose of helping you generate more disposable income for your savings, retirement, and legacy desires. Based in New York City, I work with clients throughout the entire metropolitan area.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow