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Rick Henderson, CPA, CFP®, AIF®, Author at Atlanta Financial Associates, Inc.
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Making Life's Journey Richer

Author: Rick Henderson, CPA, CFP®, AIF®

Two for One: Something Old Something New

How to Get a Georgia State Income Tax Credit and a Charitable Contribution Deduction at the Same Time. It is not often that you can get both a Federal charitable tax deduction and a credit against your Georgia income taxes at the same time. In Georgia, there are now two ways that taxpayers can make this happen.

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Navigating the Financial Twists and Turns in Business and in Life

As a business owner, planning for your future can be difficult because of the many twists and turns that can happen both in business and in life. When you encounter situations, either expected or unexpected, you may need to make decisions that can have a major impact on you, your family, and your business. How you approach those situations can be critical to your long-term success.

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New Tax Law May Create Hidden Tax Traps and Other Unintended Consequences

It’s Time to Review Your Will and Estate Plan – When the Tax Cut and Jobs Act of 2017 was signed into law, the estate and gift tax exemption, which is the amount you can pass to your heirs estate tax free, was raised to $11.18 million per person ($22.36 million per couple), increasing annually with inflation. The good news is that because of this change, most people’s estates will now be estate tax-free.

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New Tax Law Allows 529 College Savings Plan Funds to be Used For K-12 Private School Tuition

Over the last 20 years, many people have used 529 plans as a way to save for their children’s or grandchildren’s college education on a tax advantaged basis. Basically, if you put money into a 529 plan and invest it, you can reap the benefit of the growth on the money in the plan tax-free if it is used to pay for qualified higher education expenses for the beneficiary of the 529 account. Those expenses typically include college tuition, room and board, books, computers, software, and other items.

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Protecting Your Retirement Income from a Silent Killer

In talking to my clients about planning for their retirement income and building portfolios for their retirement, I find that many of them are concerned about stock market volatility and protecting what they have built over the years. What I rarely hear them mention is the silent killer of retirement income purchasing power: inflation.  

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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