As the son of two CPA’s there was probably little doubt that Chris would excel in math and find his calling in the financial or business world. Chris started his career with PricewaterhouseCoopers but knew his passion for working for investors wasn’t through auditing of public companies, his passion was aligning himself with the individual investors to plot their path to financial independence. His work with individuals and families calls on some of Chris’ strongest attributes – his skill in building relationships, his drive to solve complex problems and his commitment to helping others plan for their future.
Chris is a CPA and CERTIFIED FINANCIAL PLANNER™ professional and uses this unique combination of knowledge to help clients identify tax mitigation planning within their business or retirement income plan. This background also contributes to his success helping business owners and self-employed individuals within Atlanta Financials’ BizOwn FIT™ program. He also enjoys working with families who are preparing for retirement or are already retired as they navigate the emotional and financial aspects of moving into the next phase of their life through the Retire-ReadyFIT™ program. Chris also relates on a personal level with younger couples in the YPFIT™ program as he shares how he and his family have thought about their own finances with regards to insurance, home purchases, budgeting, and saving for tomorrow while enjoying today. These views are shared through his regular blog posts.
Chris graduated from the University of Alabama with a Bachelor and Master’s of Accountancy degree. He worked for PricewaterhouseCoopers being promoted to Manager before leaving to pursue his passion within his mother’s tax and financial planning practice. Chris joined Atlanta Financial Associates in 2018 in the Senior Wealth Manager role. Since joining Atlanta Financial Associates, Chris has become an integral part of the Investment Committee and leadership team.
Chris and his wife, Julie, live in west Atlanta with their two young daughters, Alice and Elizabeth. When not working or watching Disney movies with his daughters, he enjoys golf, running, and reading. Chris loves his Alabama Crimson Tide but is also a fan of almost all college athletics. Chris and Julie are also active members of Peachtree Road United Methodist Church.
One year into the pandemic, individuals everywhere are experiencing emotional, physical and economical implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third stimulus package called the American Rescue Plan Act.
Eligible individuals and families will receive stimulus checks up to $1,400 per person. As a reminder, here’s what you need to know about your third stimulus check.
Millionaire & Former Zappos CEO Died in November Without a Will. Here’s Why That Makes Things Extremely Complicated
Tony Hsieh, former CEO of Zappos, died at 46 due to smoke inhalation from a house fire over the Thanksgiving holiday. Several months prior, Hsieh retired from his position as CEO of Zappos with an estimated net worth of $840 million.1 Since his death, his family has determined he died intestate, meaning he had no will. In response, his family has filed for access to the former CEO’s accounts and assets.2
The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here’s What You Need to Know
On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 – including cost-of-living adjustments (COLA) for retirees and tax changes for the currently employed. As Social Security continues to contribute a large portion of monthly income for many, we thought this information would be timely.
Most of us have either filed or are wrapping up our 2019 tax filing by this point. A common question we receive is what will happen to taxes after the election? Government spending has increased (especially in response to COVID-19 packages) and an increase in revenues will be needed. Of course, finding consensus on where to increase taxes will not be likely. At Atlanta Financial Associates, we pay much attention to proposed changes and right now that is all they are, possibilities. Often, leaders float ideas to see what gains traction. A couple of the proposals being ‘floated’ right now include…
Each year the IRS releases a Top 12 or “Dirty Dozen” tax frauds and scams they are seeing in an effort to warn taxpayers of things to be on the lookout for. I read this each year and the list includes several of the usual suspects but also has some new additions. You can read the entire IRS list here (IRS Dirty Dozen 2020), but I wanted to highlight a couple of items that I believe are most relevant to our readers…
COVID-19 has impacted nearly every aspect of the economy. When President Donald Trump declared the virus a national emergency at the beginning of March, standards of living rapidly shifted: governors enacted stay-at-home orders, learning institutions closed and consumers suddenly faced unprecedented challenges.1 While the travel and tourism industry is seeing record lows, demand for staple foods and hygiene products has surged.