Today I want to paint a picture for you of a specific scenario: A woman is getting divorced. She is terrified about her financial security. She has not managed the family’s daily expenses. She has a young child and is anxious...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.
There is such an alphabet soup of certifications and titles in use in the financial services industry that people are confused about what they should be looking for and how to make sense of the various options available. Today I want...Read More
5 Ways Parents Can Start Planning for Their Financial Future If you are a parent, you’re used to planning for the future. However, planning for your financial future can seem like a complicated task. Luckily, there are some...Read More
For the small business owner who works from home, the home office income tax deduction can be extremely valuable. With a small time commitment, the business owner can collect the data needed to file for this using the regular method...Read More
Are your children or grandchildren getting ready to begin their college careers? A post-secondary degree is expected in today’s day and age, but choosing the best way to fund such an endeavor is no easy decision. In this article,...Read More
Many small business owners seek information for both their business and personal budgets. My new article is a thorough guide to budgets and projections specifically for businesses. Why is it important for a business owner to have a...Read More
A Filing System for Small Business Taxes That Works Having an easy-to-use system for organizing and managing all your key business, financial, and tax-related information for your company can pay off all year long - not just during tax...Read More
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
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
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