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Pro Tax Tip – Electric Vehicle Tax Credits

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Northeast Georgia Studio
Northeast Georgia Studio
Pro Tax Tip - Electric Vehicle Tax Credits
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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions Pro Tax Tip

This Pro Tax Tip answers the question: will buying an electric vehicle create big tax savings? Maybe, maybe not….listen before you buy!

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.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Pro Tax Tip – Energy Efficient Tax Credits

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Northeast Georgia Studio
Northeast Georgia Studio
Pro Tax Tip - Energy Efficient Tax Credits
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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions Pro Tax Tip

This Pro Tax Tip explains how remodeling and upgrading your home can help you save on taxes. New doors, windows, appliances(?)….this is for you!

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.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Pro Tax Tip – Beneficial Ownership Information Reporting

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Northeast Georgia Studio
Northeast Georgia Studio
Pro Tax Tip - Beneficial Ownership Information Reporting
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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions Pro Tax Tip

This Pro Tax Tip explains the upcoming requirement of the Beneficial Ownership Information Reporting. Entities that are LLC or Corporations….this is for you!

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.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Pro Tax Tip – Cost Segregation Study

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Northeast Georgia Studio
Northeast Georgia Studio
Pro Tax Tip - Cost Segregation Study
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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions Pro Tax Tip

This Pro Tax Tip explains the benefits of using a cost segregation study for your rental property. Own rental properties(?)….this is may work for you!

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.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Pro Tax Tip – Back to School Deductions

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Northeast Georgia Studio
Northeast Georgia Studio
Pro Tax Tip - Back to School Deductions
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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions Pro Tax Tip

This Pro Tax Tip talks about school related expenses that are tax deductible. Have a child starting the new school year? Give this episode a quick listen!

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.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Bringing The Bottom Line Back!

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Northeast Georgia Studio
Northeast Georgia Studio
Bringing The Bottom Line Back!
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On this episode of “Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline reintroduce Bottom Line Tax Solutions.

Jacqueline 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.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Vivian Dempsey, Wilson Lewis, and Scott Williford, vLink Solutions

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Vivian Dempsey, Wilson Lewis, and Scott Williford, vLink Solutions
North Fulton Studio
Vivian Dempsey, Wilson Lewis, and Scott Williford, vLink Solutions
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Vivian Dempsey, Wilson Lewis, and Scott Williford, vLink Solutions

Vivian Dempsey, Wilson Lewis, and Scott Williford, vLink Solutions (ProfitSense with Bill McDermott, Episode 45)

On this episode of ProfitSense, host Bill McDermott welcomed Vivian Dempsey, Partner at Wilson Lewis, and Scott Williford, CEO of vLink Solutions. Vivian talked about Georgia’s personal income tax rebate, the advantages and disadvantages of an S Corp, the IRS tax inflation adjustments for the tax year 2023, and much more. Scott discussed his experience in being an entrepreneur for over 30 years, lessons he has learned from past startups, marketing trends, and much more. Bill closed the show by talking about how to know if your business is scalable.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Wilson Lewis

Wilson Lewis, a Gwinnett-based Certified Public Accounting (CPA) firm, provides a variety of tax, accounting, and consulting services to meet the changing needs of both individuals and businesses. There are services designed to help address “once in a lifetime” issues such as estate, succession, and retirement planning, fraud prevention and detection, and even strategic business planning. The combination of these provides the direction and confidence that many seek in their accounting relationships. While the main work is ensuring accurate and timely reports and tax filings, team members are proactive and often bring new ideas to the table when appropriate. Concurrently, there is also an emphasis on consistent communication throughout the year to ensure new opportunities are properly leveraged.

Wilson Lewis is a philanthropic star in Atlanta’s business community and proudly supports Rainbow Village, Arthritis Foundation, Ahimsa House, CHOA Children’s Healthcare of Atlanta, Happy Feat, and The NSORO Foundation to name just a few. The firm is also very involved with the Gwinnett Chamber of Commerce and has been named The Best of Gwinnett Accounting Firms 2016-2022.

If you are looking for a proactive CPA firm focused on client service and capable of growing with your needs, then Wilson Lewis is the firm to consider. With locations in Atlanta, Duluth, Sandy Springs, and availability online, Wilson Lewis is right around the corner. Additional information is available at wilsonlewis.com or by calling 770-476-1004.

Website | Facebook | Twitter | LinkedIn

Vivian Dempsey, Partner, Wilson Lewis

Vivian Dempsey, Partner, Wilson Lewis

Vivian Dempsey specializes in federal and state compliance and tax consulting services. Her work spans the full spectrum, including corporations, partnerships, limited liability companies, trusts and estates, not-for-profit, and individual planning and returns. Vivian is a graduate of Georgia State University with a Bachelor of Business Administration in Accounting.

She came to Wilson Lewis in 2014 from a firm in Atlanta and was named partner in 2017. Vivian’s professional memberships include the American Institute of Certified Public Accountants and the Georgia Society of Public Accountants.

Vivian currently resides in Buford, Georgia with her husband, Robert, and their 5 children.

LinkedIn

vLink Solutions

Engaging your audience whether they are prospects, employees, or event attendees is critical to reaching your goals. Video and live streaming are powerful communication tools but they can be complicated and expensive. vLink Solutions has mastered the art of creating effective video and live streams at a price point that’s affordable. Let us help you engage your audience.

vLink produced over 1500 videos and live-streamed over 4000 hours in 2022. They are the owners of vlink Events, a complete virtual events platform.

vLinks current and past clients include UPS, Google, Comcast, LeasePlan, Fleetcor, ParkMobile, and many many more. For more information about vLink please visit www.vlinksolutions.com.

Website | Facebook | Twitter | LinkedIn

Scott Williford, CEO, vLink Solutions

Scott Williford, CEO, vLink Solutions

Scott is a serial entrepreneur, consultant, and family man. He has played a major role in several successful organizations and helped countless others as an investor, consultant, and executive. Scott has a passion to help businesses and professionals differentiate themselves in their marketplace. He is currently the CEO of vLink Solutions.

vLink is a video marketing agency that helps businesses create cost-effective, high-quality videos, virtual events, and live streams. As CEO and Founder of vLink Solutions, Scott is the visionary leader and spokesperson for the company.

Scott is also the managing partner in Iuvo, LLC, a boutique management consulting practice, specializing in all areas of technology, marketing, business planning, and more. Scott brings a wealth of knowledge from his CEO and COO background that provides clients access to a unique blend of technology, marketing, sales, and operational expertise.

LinkedIn

Richard MacKelfresh, Shoebox Tax Prep

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Richard MacKelfresh, Shoebox Tax Prep
North Fulton Business Radio
Richard MacKelfresh, Shoebox Tax Prep
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Richard MacKelfresh, Shoebox Tax Prep

North Fulton Business Radio, Episode 625)

On this episode of North Fulton Business Radio, Richard MacKelfresh, Founder and CEO of Shoebox Tax Prep, joined host John Ray to discuss the work of Shoebox Tax Prep, the origins of the company name, why he decided to start the company, advice for people who may not have filed their taxes yet, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

With more than 20 years of experience in financial planning, Shoebox Tax Prep has helped countless individuals, couples, and businesses get their taxes in order. They know if you come to them, taxes are the last thing you want to be doing — so they go out of their way to make the entire process simple and painless. Just stop by our office, hand us a box of your tax documents and files, and we’ll take care of the rest.

Website | Facebook | LinkedIn | Twitter

Richard MacKelfresh, Founder/CEO, Shoebox Tax Prep

Fresh out of the University of North Carolina, Richard began his career with Ameriprise Financial Services in May of 1999. In 2004, he received his Certified Financial Planner designation and grew a successful financial planning practice in Sandy Springs serving high-net-worth individuals and families, which he is still involved with today.

As a financial planner, he founded Shoebox Tax Prep with the idea of bringing professional tax advice to the mass market at an affordable price with the simplest process possible.

Interestingly, the concept for Shoebox Tax Prep was a direct result of a conversation with a financial planning client who complained about overpaying her tax preparer. She said that by the time she gathered all the paperwork and completed the myriad of forms and questionnaires, she felt like she could have done the whole thing herself for a lot less money.

After 5 years, Shoebox Tax Prep has grown from a staff of 1 to a full-time staff of 4. Over the next 5-10 years, Shoebox plans to have offices in most major cities throughout the Southeast.

Outside of work, Richard lives in Buckhead with his wife and 3 children. He is on the Board of Directors at Caring Works, and volunteers with the Sandy Springs Conservancy. He loves to play guitar and sings in a rock and roll band.

LinkedIn

Questions and Topics

  • How did you come up with the name Shoebox Tax Prep?
  • Why did you start this company?
  • In this digital age, are there still people who stuff their tax documents in a shoebox? What about those who prefer the digital option?
  • Who would you say are your ideal customers?
  • You can’t turn on the TV without seeing an ad for tax prep software or companies. What made you choose to start a company in this industry?
  • What separates you from the completion of CPA and big box storefronts?
  • So many people are preparing taxes themselves, is that a good idea?
  • What advice or tax tips might you have for someone who is self-employed?
  • It is the heart of tax season, what advice do you have for those who have not filed yet? What type of turn-around time can they expect? When should people consider filing extensions?
  • You’ve been in the business for five years in Atlanta, where do you see Shoebox in the next five years?
  • What is an EOS company and how does it help you run things?
  • How is the culture at Shoebox and how does your staff handle the stress of tax season?
  • For those that still need to file taxes, how can they reach you?

 

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

John Hanning and Brian Wages, Specialty Tax Group, LLC

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Specialty Tax Group
North Fulton Business Radio
John Hanning and Brian Wages, Specialty Tax Group, LLC
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Specialty Tax Group

John Hanning and Brian Wages, Specialty Tax Group, LLC (North Fulton Business Radio, Episode 588)

John Hanning and Brian Wages of Specialty Tax Group joined host John Ray to discuss how they help businesses secure tax credits and deductions they might not otherwise receive. John and Brian covered cost segregation as well as the R&D and green energy tax credits, businesses who are eligible, how they partner with CPA firms to work with clients, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Specialty Tax Group, LLC

Specialty Tax Group is on a mission to help CPA firms and taxpayers by advancing the specialty tax industry through the use of technology. STG provides innovative tax planning strategies to secure tax credits and deductions with audit-ready deliverables.

They provide detailed benefit estimates prior to beginning work to ensure clients get the value they are looking for. For client conveyance, STG has the expertise to implement their delivered solutions.

STG is a nationwide specialty tax firm focused on engineered tax services.

Website | LinkedIn

John W. Hanning, Founding Principal, Specialty Tax Group, LLC

John W. Hanning, Founding Principal, Specialty Tax Group, LLC

John W. Hanning is the Founding Principal of Specialty Tax Group, LLC (STG) a consulting group focused on servicing capital-intensive clients with value-added services relating to cost segregation, fixed asset reviews, repair & expense studies, 263(a) compliance, 45L, and 179D.

Prior to founding STG John worked with several large and small CPA firms helping clients to secure cost-recovery solutions. Over the past 15 years as a Fixed Assets specialist, John was responsible for fixed asset services including new client identification, proposals, and client deliverables. John has led and executed cost recovery studies on thousands of facilities including; healthcare, retail, manufacturing, commercial office, multi-family, power generation, and dealerships. He has performed inspections of machinery, equipment, buildings, and construction projects estimated construction costs using nationally recognized costing manuals, and analyzed technical specifications, construction drawings & construction invoices. John generated sales utilizing both internal and external networks. John also provided numerous continuing education presentations relating to tax incentives related to real estate.

John received his Bachelor’s in Economics Management from Ohio Wesleyan University and graduated with his MBA from Ohio University. John is a certified member of the American Society of Cost Segregation Professionals (ASCSP) and President (2019 – 2021) of the Board of Directors. He began his service to the ASCSP as an active member of the Education Committee, where he co-authored the Senior Exam Study Guide in 2012. From 2017-2019, he served as Treasurer on the Board of Directors. He also holds his LEED Green Association credential.

Affiliations: ASCSP Certified Cost Segregation Specialist: Member # C0139-10; ASCSP President (Current), ASCSP Treasurer (Past), Author for numerous national educational groups, “Big Four” industry experience, Real Estate Roundtable – Associate Council Member.

LinkedIn

Brian Wages, Senior Manager, Specialty Tax Group, LLC

Brian Wages, Senior Manager, Specialty Tax Group, LLC

As a senior manager with Specialty Tax Group, Brian specializes in cost segregation, which in turn saves his clients money and helps them to better grow their companies. He can be found completing cost segregation studies for clients and reviewing credit and incentive deliverables. Beginning his career in 2011, Brian has worked for Deloitte Tax, McMillian & Associates, and Reliance Trust Company.

He has a focus on the Georgia retraining tax credit, Georgia jobs tax credit, Georgia quality jobs tax credit, Georgia investment tax credit, and federal work opportunity tax credit.

Brian earned his bachelor’s degree in business management from the University of Georgia. He is a member of the Institute for Professionals in Taxation (IPT), while also serving as a leader for middle school boys at Woodstock City Church. 

LinkedIn

Questions and Topics in this Interview

  • What is the focus of Specialty Tax Group?
  • What are some of the tax credits businesses need to look at?
  • What is cost segregation?
  • How it works
  • Avoiding risk
  • How do I qualify to work with STG?
  • What industries can take advantage of cost segregation?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

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