tax planning Archives - Page 3 of 4

Bill Dukes, Carr, Riggs and Ingram, LLC

April 22, 2021 by John Ray

North Fulton Studio

Bill Dukes, Carr, Riggs and Ingram, LLC

00:00 /

Bill Dukes, Carr, Riggs and Ingram, LLC (The Exit Exchange, Episode 4)

Tax planning in a chaotic 2021 is challenging, and tax law changes may be on the horizon. Bill Dukes of Carr, Riggs & Ingram joined the show to detail changes and considerations for business owners. This edition of “The Exit Exchange” is co-hosted by David Shavzin and Bob Tankesley and is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Carr, Riggs and Ingram, LLC

Stretching from New Mexico to North Carolina, Carr, Riggs & Ingram CPAs and Advisors (CRI) is a top 25 nationally ranked full-service accounting and advisory firm offering innovative tax, accounting, audit, consulting, and advisory services to more than 100,000 clients in the U.S., Canada, Mexico, Puerto Rico, and overseas military installations.

Company website | LinkedIn

Bill Dukes, Tax Partner, Carr, Riggs and Ingram, LLC

Bill has over 16 years of experience providing tax research, planning, and compliance services to individual, corporate, and partnership clients within a variety of industries. WhileBill specializes in working with small and middle-market businesses and their related owners, his background allows him to serve a broad client base from smaller “mom & pop” type establishments to much larger corporate conglomerates. Bill also has expertise in assisting clients in a multitude of transactional matters in the M & A arena including the application of code sections 338 & 1202. Also among Bill’s disciplines is representing clients in areas of controversy and disputes with the Internal Revenue Service (IRS). Bill is also deeply involved in the firm’s staff development via various leadership/mentorship roles and serving as an annual instructor at CRI’s CPE Week teaching Leadership Academy Courses.

Outside of Bill’s professional life, he enjoys traveling and spending time outdoors with his family. Bill is an avid golfer who enjoys competing in amateur events throughout the summer months.

Questions and Topics in this Interview

For business owners working on 2020 tax returns (business and personal) , what are the most important and/or new issues business owners need to take into account based on the last 16 months of bills coming out of Washington DC? And in Georgia? What actions can still be taken?
What is your advice and the latest on PPP loan forgiveness?
As best as you can what kinds of tax planning should an owner consider in the current chaos and uncertainty? Your insights into what might be coming? Tax structure, infrastructure bill, etc.
Specifically for an owner planning to sell in the next 2 -3 years, what actions to take, or not to take?

The Exit Planning Exchange Atlanta (XPX) is a diverse group of professionals with a common goal: working collaboratively to assist business owners with a sale or business transition. XPX Atlanta is an association of advisors who provide professionalism, principles and education to the heart of the middle market. Our members work with business owners through all stages of the private company life cycle: business value growth, business value transfer, and owner life and legacy. Our Vision: To fundamentally changing the trajectory of exit planning services in the Southeast United States. XPX Atlanta delivers a collaborative-based networking exchange with broad representation of exit planning competencies. Learn more about XPX Atlanta and why you should consider joining our community: https://exitplanningexchange.com/atlanta.

“The Exit Exchange” is produced by John Ray in the North Fulton studio of Business RadioX® in Alpharetta. The show archive can be found at xpxatlantaradio.com. John Ray and Business RadioX are Platinum Sponsors of XPX Atlanta.

ProfitSense with Bill McDermott, Episode 9: Erik Christensen, Bulldog Movers, and Colin Blalock, Jones and Kolb

May 14, 2020 by John Ray

North Fulton Studio

ProfitSense with Bill McDermott, Episode 9: Erik Christensen, Bulldog Movers, and Colin Blalock, Jones and Kolb

00:00 /

ProfitSense with Bill McDermott, Episode 9: Erik Christensen, Bulldog Movers and Colin Blalock, Jones and Kolb

On this edition of “ProtitSense with Bill McDermott,” Erik Christensen of Bulldog Movers and Colin Blaylock of Jones and Kolb join host Bill McDermott to talk about their respective businesses. “ProfitSense with Bill McDermott” is broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Erik Christensen, CEO, Bulldog Movers

Erik Christensen is the CEO of Bulldog Movers. Bulldog Movers is a full service moving, storage and logistics company. With its three wholly owned subsidiaries, Buckhead Movers, Classic Design Services and CV Fine Arts Services they provide the broadest range of local, long-distance and international services in the Southeast.

In addition to traditional high quality moving and storage that includes both residential and office and industrial moving and storage they also provide; last mile delivery and installation for decorators, designers and furniture dealers, fine arts storage, delivery and installation (they are the only approved fine arts storage location approved by both AXA and the Chubb Group), they are an approved TSA screening facility allowing us to deliver high value shipments directly the airport grounds without additional uncrating and screening, they provide high quality and fine arts custom crating suitable for international customs clearance, they have a full wood shop, furniture restoration shop and paint booth to restore and refinish fine furniture and they provide art framing and restoration.

Bulldog Movers knows of no moving and storage company in the United States that provides all of these services under one roof.

For more information visit their website or call 770-3183-772. You can also reach Erik by email.

Colin Blalock, Jones and Kolb

A shareholder with Jones and Kolb since 1986, Colin Blalock‘s practice concentration is in tax controversy, nonprofit organizations, entrepreneurial businesses and individuals. His prior experience includes working with the Examination Division of the IRS in Atlanta.

Colin is a member of the AICPA, the Georgia Society of Certified Public Accountants (GSCPA), the Georgia Society of Association Executives, the Financial Planning Association and the Atlanta Alumni of Revenue Agents.

Colin received the 2018 Meritorious Service Award (the highest award presented by the GSCPA) for his service to the profession. He is a Past Chair/President of the Georgia Society of CPAs and the Past Chair of the Gulf Coast Tax Exempt/Governmental Entities IRS Advisory Council. He currently serves as a Trustee (Past President) of the Georgia Federal Tax Conference. Colin is a prolific speaker on tax topics and facilitates several roundtable discussion groups. He is very active in his community serving on the Board of Directors of the Fowler YMCA.

Colin has a passion and particular expertise in body language. Two books he recommends on the subjects include The Secret Language of Success by David Lewis, and The Definitive Book of Body Language, by Allan and Barbara Pease.

Colin lives in Peachtree Corners with his wife, Jessica. He has two children and 4 grandchildren.

You can learn more about Jones and Kolb at the company website, or you can email Colin directly.

About Your Host, Bill McDermott

Bill McDermott is Founder and CEO of McDermott Financial Solutions. After over three decades working for both national and community banks, Bill uses his expert knowledge to assist closely held companies with improving profitability, growing their business and finding financing. Bill is passionate about educating business owners about pertinent topics in the banking and finance arena.

He currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

It’s the Most Deductible Time of the Year

December 5, 2019 by Tom Sheldon

Northeast Georgia Studio

It's the Most Deductible Time of the Year

00:00 /

On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss the tax planning deductions that are available to you at the end of the year.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Bottom Line Tax Solutions specializes in tax planning and tax resolution. The firm focuses on proactive tax planning and working with their clients throughout the year lower their tax liability and to help them keep more of what they make. Bottom Line Tax Solutions can assist clients who have back tax issues work out payment terms with the IRS, get penalties reduced, and in some cases settle their tax debts for less than what they owe.

The Importance of Tax Planning

November 11, 2019 by Tom Sheldon

Northeast Georgia Studio

The Importance of Tax Planning

00:00 /

On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss the importance of tax planning.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Tax Advantages of Being a Landlord

October 3, 2019 by Tom Sheldon

Northeast Georgia Studio

Tax Advantages of Being a Landlord

00:00 /

Sandy Hill, Jacqueline Sheldon, Tom Sheldon

This month on “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss the tax advantages of rental properties and being a landlord with special guest Sandy Hill of Fairway Independent Mortgage.

Sandy Hill/Fairway Independent Mortgage

Sandy Hill from Fairway Independent Mortgage in Suwanee, GA is committed to taking great care of people who are looking to buy or refinance a home. Sandy has been in the mortgage industry since 1985. She has worked in the real estate and mortgage industries with licenses in a number of capacities including loan originator, appraiser, insurance and real estate agents. Her goal is to provide product recommendations that fit her clients’ objectives and qualifications with service focused on integrity, professionalism and personal care.

Sandy is active in her passions of ministry, animal rescue and music. She is blessed to share her life with her husband Ted and several adorable furry children that were rescued from local shelters. Family, friends and fun are part of Sandy’s lifestyle.

The powerful combination of experience and access to the nationwide platform of Fairway Independent Mortgage Corporation enables Sandy to facilitate optimal mortgage recommendations for her clients.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Tax Planning for a Better Retirement

August 1, 2019 by Tom Sheldon

Northeast Georgia Studio

Tax Planning for a Better Retirement

00:00 /

Steven Julian, Jacqueline Sheldon, Tom Sheldon

On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss tax planning for a better retirement with Financial Advisor Steven Julian of Infinity Wealth Management Group.

Steven Julian/Infinity Wealth Management Group

Infinity Wealth Management Group is here to serve. Let them know how they can help you take the first step, the next step, or plan for the last steps of your financial journey. They believe that you are looking to work with someone to help you on your financial journey. They want to help you build a team to win your financial journey. They believe their job is to teach what they know and listen and learn from what their clients know. They believe history and current trends will help them make the best investment decisions with their clients. Everyone has different goals to achieve. If they can help you down the road of your financial journey, then they have served you well.