MOREY STETTNER 7/21/2017 Many advisors treat their clients as family. What happens when some of them really are family? A mix of emotions often swirls around money issues. Couple those feelings with familial attachments and you've got...Read More
Sallie Mullins Thompson is a CPA financial planner and tax strategist who works with small business owners, assisting with those taxation, management, protection, and reporting aspects that impact business sustainability, growth, profitability, and success. In addition, she provides accounting, tax return preparation, retirement planning services, and asset/income protections to executives, family offices, and individuals.
Sallie uses a holistic approach which includes a unique goals-tracking mechanism. What sets her apart from alternative solutions is that tax ramifications are incorporated into all financial decisions, resulting in more disposable income available to achieve her clients’ objectives, ambitions, and dreams.
Updated, 10:38 a.m. Good morning on this radiant Tuesday. Tax Day (next Tuesday) is near. So to help as you crunch numbers and power through paperwork, members of the New York State Society of Certified Public Accountants shared a few...Read More
In this announcement of my new website at www.smtcpapllc.com, I want to let you know what’s available and how to navigate! Please spend some time browsing through the new website, as I think you will find it to be a comprehensive...Read More
For the small business owner who works from home, the Home Office Deduction is extremely valuable. And, with just an extra bit of time, the business owner can collect the data needed to file for this using the regular method which...Read More
Part II of my Business Owner Checklist describes 7-10, along with a P.S. of the components that I believe are essential for business owners to have in place to be positioned for success and growth. I wrote about the first 6 last time...Read More
What components are essential for business owners to be positioned for success and growth? Part I highlights the first 6 of ten such items that I have found to be fundamental, during my 20+ years of working with business owners. I have...Read More
To many, it would seem like the watershed event that propelled me on the path to financial planning was actually at the end of my career—the first one that is.It was 1993, and I was an employee of IBM, which was in the process of...Read More
With the ever-changing landscape of taxes, it is growing increasingly difficult to quantify how governmental laws and regulations affect people’s lives and impact their financial future.As a CPA and financial advisor, I have many...Read More
IRA Contributions You have until April 15 to make your contribution. You can contribute up to $5,500 for 2015 and same for 2016. If you are 50 or older you can contribute and extra $1000 each year. Even if you do not work and your...Read More