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New York, NY 10014
smt@wt.net

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Sallie Mullins Thompson, CPA PLLC

Navigating Your Financial Life Through Effective Tax Strategies

 

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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.

 

 

Monday, June 27, 2022

How Divorce Mediators can Benefit from Working with a Certified Divorce Financial Analyst (CDFA)Recently, I have been involved, as a CDFA, in several mediated divorce cases where asset division mistakes were avoided, taxes were saved,...

 

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

 

Monday, March 29, 2021

Click here to view video... Recently I have written about why I became a Certified Divorce Financial Analyst (CDFA) and what CDFAs actually do. So, today I want to discuss what the benefits of using a CDFA are.As a CDFA, I work with...

 

Thursday, November 19, 2020

Last month I wrote about why I became a Certified Divorce Financial Analyst (CDFA). So, today I want to tell you about what CDFA actually does! Click here for the video explanation.... The role of the CDFA is to be a navigator for...

 

Wednesday, October 14, 2020

Click here for Video of What Inspired Me to Become a CDFA and Financial Mediator 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...

 

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Monday, September 28, 2020

Today I want to talk about Mediation for couples getting divorced. Mediation is the management of other people’s negotiations - by an objective party. So, how does that work in a divorce situation? During the mediation process, a...

 

Friday, August 28, 2020

Many of you who follow me and my work know how passionate I am about enhancing financial literacy - especially for women. I go about this in my tax compliance and financial advisory practice and through my divorce financial analysis...

 

Tuesday, June 30, 2020

Working with clients that are divorcing can be tough. There’s a lot to coordinate and for the clients, it’s a really challenging process with raised emotions and lots of tension. Divorce professionals want to be sure...

 

Wednesday, April 1, 2020

These days we are being inundated with emails, newsletters, and webinars discussing the various governmental programs being put in place to assist small business owners during this time of crisis for the country - and the entire world,...

 

Monday, February 17, 2020

Recently I have written about why I became a Certified Divorce Financial Analyst (CDFA) and what CDFAsactually do. So, today I want to discuss what the benefits of using a CDFA are.As a CDFA, I work with families before, during, and...

 

Sunday, December 1, 2019

Photo via Unsplash Tips for Pre-Planning Your Own Funeral Pre-planning your funeral is probably not on your immediate to-do list, especially if you’re young and healthy. However, no one can predict the future! By planning ahead,...

 

Thursday, August 29, 2019

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...

 

Monday, July 15, 2019

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...

 

Wednesday, June 19, 2019

Having just gotten over the pain of collecting the required data for preparing (or having prepared) your tax returns, you may be thinking: “I don’t want to go through that again!” An easy-to-use system for organizing...

 

Sunday, November 18, 2018

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...

 

Monday, July 9, 2018

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,...

 

Tuesday, December 12, 2017

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...

 

Monday, September 18, 2017

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...

 

Tuesday, July 25, 2017

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...

 

Tuesday, July 18, 2017

Many small business owners seek resources and information for both business and personal budgets. I am pleased to share guidelines and best practices for both types of budgets. Below, I discuss the development of household/family...

 

Wednesday, May 31, 2017

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...

 

Friday, February 3, 2017

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...

 

Monday, November 28, 2016

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...

 

Saturday, November 12, 2016

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...

 

Sunday, June 26, 2016

New post on Women in Biz Blog Access to Capital – Critical for Business by Ivana Pivovarnik Sallie Mullins-Thompson, Principal, Sallie Mullins Thompson CPA PLLC, WIPP Member Over the past 20+ years, while conducting my...

 

Wednesday, May 25, 2016

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...

 

Wednesday, February 10, 2016

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...