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Tax Problems and Tax Resolutions

July 2, 2019 by Tom Sheldon

Northeast Georgia Studio

Tax Problems and Tax Resolutions

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On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss some common tax problems and tax resolutions.

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.

To Inc. or Not to Inc.

June 6, 2019 by Tom Sheldon

Northeast Georgia Studio

To Inc. or Not to Inc.

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On this episode of The Bottom Line with Jacqueline Sheldon, hosts Tom and Jacqueline discuss whether your business should incorporate or not.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Home Sweet Taxes

May 2, 2019 by Tom Sheldon

Northeast Georgia Studio

Home Sweet Taxes

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Jacqueline Sheldon, Chan Roach, Tom Sheldon

On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss how home ownership affects your taxes with special guest Chan Roach of Northpoint Mortgage.

Chan Roach/Northpoint Mortgage

Chan Roach serves as a Loan Officer with Northpoint Mortgage. Northpoint Mortgage was established in 2008 by three top producing mortgage professionals following one of the largest financial meltdowns in the country’s history. The founding partners shared the desire and need to provide customers and business partners with an overall better experience than what they were able to deliver at the “Big Banks”, focusing on personalized service and a streamlined process. They believed that there were major components missing in the industry at that time…attitude, service and speed.

The mission of Northpoint Mortgage is to inspire home ownership through education and exceptional customer service with a commitment to a sense of warmth, reliability and a servant’s heart. They specialize in a variety of home loan products including Purchase, Refinance, Conforming, Jumbo, FHA, VA, HARP, 203 k and Rural Housing.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Jacqueline and Tom Sheldon with Bottom Line Tax Solutions

December 20, 2018 by Mike

Gwinnett Business Radio

Jacqueline and Tom Sheldon with Bottom Line Tax Solutions

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Steven Julian, Jacqueline Sheldon, Tom Sheldon, Mike Sammond

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

STRATEGIC INSIGHTS RADIO: Reno Borgognoni and Reno Borgognoni Jr. from RMBCPA

October 19, 2018 by Mike

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Reno Borgognoni and Reno Borgognoni Jr. from RMBCPA

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Reno Borgognoni

Reno has over 30 years of experience in Accounting and Finance. After an internship as a staff accountant in a CPA firm, Reno began his career in Healthcare services in 1982, with a proven track record of accomplishments. Beginning as a Staff Accountant with one of the nation’s largest and leading healthcare providers, Beverly Enterprises, and progressing upwards to a Director of Finance and Management Information Services position. Reno joined with some close Beverly colleagues and spun off a new affiliate of Beverly, called ADVINET, introducing the first national preferred-provider network of sub-acute healthcare providers coupled with a nurse-staffed patient case management service. Successful in its market entrance, ADVINET was acquired by an insurance firm within just 4 years of operation.

Focused on his passion for his profession, Reno began public practice as a CPA, in May of 1988, in conjunction with his corporate career. Experiencing a relocation from Georgia to Arkansas in 1992 and then back to Georgia in 1999, the public practice endured and continues to grow.

Reno serves, since 1999, as the Chief Financial Officer and Board Member of a legacy client (and employer) MD&E, Inc., an IT staffing firm in Johns Creek, GA. Reno serves, since 2017, as the Chief Accounting Officer of Needle Wrieless Solutions, LLC, A Wireless IT consutling firm. This “Big Business” and executive level experience provides Reno a diversity of knowledge enabling him,and his firm, to provide higher levels of support to his clients today. Reno has obtained the following FINRA licenses: Series 6 – Investment Company Products/Variable Contracts Representative; Series 7 – General Securities Representative; Series 63 – Uniform Securities Agent State Law Exam; and Series 65 – NASAA-Investment Advisor’s Law Exam. Reno continues to operate the accounting, tax preparation and investment advisory services firm (nicknamed: RMBCPA) while offering fractional CFO services to clients of all sizes.

Reno Borgognoni Jr.

Reno Jr has shown an interest in accounting since high school. During his high school career, he took all business classes offered! Reno Jr graduated with a BBA in Accounting from the Coles College of Business at Kennesaw State University. By year-end 2015, Reno Jr completed the additional thirty hours of post-degree credit required to sit for the CPA exam, and continues to work towards that goal. Reno Jr joined the firm in January 2016, and handles monthly accounting services, sales and property taxes, and personal and small business income taxes.

Bruce Wing with Strategic Wealth, Renee Barnes with ComplyTrain, and Andrew Walker with Brady Ware & Company

January 16, 2018 by Mike

North Fulton Business Radio

Bruce Wing with Strategic Wealth, Renee Barnes with ComplyTrain, and Andrew Walker with Brady Ware & Company

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John Ray, Andrew Walker, Renee Barnes, Bruce Wing, Geoff Smith

Bruce Wing/Strategic Wealth

Strategic Wealth is a fee-based financial planning and business consulting firm located in Alpharetta. While there are a lot of financial planning firms in and around Atlanta, what differentiates Strategic Wealth from its competitors are three things: an unique, values-driven process that they employ when working with individuals & businesses; a focus on improving cash flow and reducing expenses and taxes; and helping people and businesses become their own bank.

Renee Barnes/ComplyTrain

Renee Barnes is a software entrepreneur and founder of ComplyTrain. Renee has over 20 years experience in corporate HR and IT training. She has developed programs for Coca-Cola, Home Depot, Visa, Western Digital, Warner Brothers, AOL, Lockheed Martin, Neustar, and many more. As an entrepreneur, Renee has watched her fellow founders and colleagues navigate the waters of HR lawsuits and EEOC fines, and she decided to use her experience and passion for building solutions to help solve the issue. She realized that small businesses and startups are most vulnerable for HR lawsuits because they usually lack the legal team or HR resources to build a solid compliance program. As a result, Renee founded ComplyTrain, a complete HR compliance software for startups and small businesses.

Andrew Walker/Brady Ware & Company

Developing a successful financial strategy for your business, your family, and yourself has become more difficult then ever. The economy is creating challenges across industries. Tax and health care laws change daily, and regulatory oversight grows increasingly intense. Brady Ware is a public accounting firm with more then 150 industry experts ready to help you conquer your accounting and financial needs. They are here to help you understand how your business is operating today, creating a roadmap for where you want to go tomorrow. Businesses need more than a casual relationship with an accountant. Brady Ware combines unparalleled tax, audit, and advisory expertise with industry-specific knowledge. They work with you collaboratively and efficiently to create custom solutions that fit your needs.

OPEN FOR BUSINESS: Doug Ireland with Freeland Painting & Construction, A.C. Chan with Power Slide, Sterling Porter with Sterling Porter CPA, and Courtney Spencer with the Gwinnett Chamber of Commerce

March 25, 2016 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: Doug Ireland with Freeland Painting & Construction, A.C. Chan with Power Slide, Sterling Porter with Sterling Porter CPA, and Courtney Spencer with the Gwinnett Chamber of Commerce

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Johnny Phelps, A.C. Chan, Courtney Spencer, Sterling Porter, Doug Ireland

Doug Ireland/Freeland Painting & Construction

The mission at Freeland Painting is to bring excellence to their clients through home repairs. Painting, roofing, and general renovations are not a unique business but Freeland Painting & Construction intends to be unique within this industry. They believe that their customer’s fulfillment and happiness is their ultimate goal and their only assignment. They believe that only by serving their customers FIRST can they then serve their employees, suppliers, and families.

A.C. Chan/Power Slide

Power Slide’s mission is to help you become a more effective communicator through your pitch, presentation or keynote. Effective communicators get funded, win customers and influence others. Whether your audience is an individual, small group or large audience, they can help you stand out and be memorable.

Sterling Porter/Sterling Porter CPA

In today’s competitive environment, information is power. With Sterling Porter, CPA, you will receive valuable information to improve your cash flow, control your operation, and reduce your taxes. Your financial statements will be prepared accurately, based on proper accounting rules and procedures. Plus, you will understand what the numbers mean and how to use them to manage your business more profitably.

Courtney Spencer/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance the region’s economy and enrich Gwinnett’s quality of life. The mission of the Gwinnett Chamber is to strengthen existing businesses, facilitate the growth of quality job opportunities, and enrich the community’s quality of life. The Gwinnett Chamber serves over 2,000 members throughout metro Atlanta by delivering pertinent and useful programs that strengthen and connect businesses locally, regionally, and globally. The Gwinnett Chamber uses its strategic marketing and communications capabilities to support its members, promote its programs, and enhance economic development efforts.

CLICK HERE to watch the video of this show on YouTube.

Employment Law Issues, Workers’ Comp & More

August 25, 2015 by angishields

BRX National

Employment Law Issues, Workers' Comp & More

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N Sprattlin, T Coleman, J Harris-Walton, B Gerber, & E Rowell

Nancy Castor Sprattlin w/ Castor Sprattlin Law Group, LLC

Nancy Castor Sprattlin has more than 15 years of experience litigating employment cases and advising employers about their workplace obligations. Nancy spent several years as a defense litigator at prominent firms in New York and Georgia, including Greenberg Traurig LLP and Epstein Becker & Greene LLP where she gained invaluable litigation and trial experience representing various Fortune 500 companies. After more than 10 years at those prominent firms, Nancy joined three colleagues to form a partnership. Wanting to expand her practice, Nancy recently launched a new firm, Castor Sprattlin Law Group, LLC with offices in Georgia and New York, focusing on employment law and estate planning.

Nancy has handled and litigated a broad spectrum of legal employment law issues and cases. Nancy is currently legal counselor and advisor to a diverse group of clients from small sized local companies to large national and international companies. She advises business owners, Human Resource professionals, and managers regarding employment law issues and best practices. She reviews and drafts policies and procedures, employee handbooks, employment contracts, severance agreements and other employment related agreements. Nancy also assists business owners, professionals and their families with their estate planning needs.

Nancy was selected by Super Lawyers Magazine as a Rising Star in 2011 and was recently named a Super Lawyer in the 2015 Edition.

Website LinkedIn Twitter AVVO

Tiffany Coleman w/ Coleman & Walton, LLP.

Tiffany Coleman is one of the managing partners of Coleman & Walton. Tiffany is a native of Pittsburgh, PA, and received her undergraduate degree in Government from Oral Roberts University. After college, she worked as a social worker for the Department of Family & Children Services for 4 years. Due to the injustices she saw within the juvenile court system, she decided to become an attorney. While still employed as a social worker, she enrolled into John Marshall Law School in Atlanta, GA. During her time at John Marshall, she gained invaluable work experience at Atlanta Legal Aid, Fulton Juvenile Court, and the Family Division of Fulton Superior Court. After graduating from law school in 2008, she established her own practice and now handles bankruptcy cases and creditor defense work against creditors.

Website LinkedIn Facebook Twitter Google+

Josie Harris-Walton w/ Coleman & Walton, LLC.

Josie Harris-Walton is one of the managing partners of Coleman & Walton. Josie is a native of the state of Alabama. While completing her Business Administration degree from the University of West Alabama, she served in the United States Army Reserve. She attended law school at Samford University, Cumberland School of Law. She also earned her legal Masters in Taxation from DePaul University College of Law. During her time at DePaul, Josie volunteered as an attorney at the Tax Care Clinic, a non-profit organization focused on helping low-income taxpayers with disputes against taxing authorities. She also worked at the Internal Revenue Service (IRS). After graduating from DePaul, Josie gained invaluable work experience as a tax attorney at Deming Parker law firm and as a senior tax consultant at Strategic Tax Advisors. She now specializes in strategic tax planning and tax defense. Josie is licensed to practice in the state of Georgia and the state of Alabama.

Website LinkedIn Facebook Twitter Google+

Benjamin Gerber w/ The Law Offices of Benjamin Y. Gerber, LLC.

Benjamin Gerber, is a trial lawyer, focusing his practice on helping those who have been injured on the job.

Ben created his law office in 2010 determined to provide superior representation for those who were injured on the job and need assistance in understanding the workers compensation system. In 2012 Ben expanded his practice and added a second attorney, Matthew Jordan, to the firm.

Ben graduated cum laude from the University of Georgia, where he received a Bachelor’s Degree in Political Science. He earned his Juris Doctor from George Washington University Law School. While in law school, it was at the Consumer Affairs Clinic where he first began to assist individuals against big corporations. Ben also had legal internships at the Department of Justice and the United States District Court for the District of Columbia. Ben moved to Georgia in 2001 and began his career working for insurance defense firms. Ben learned what the strategies and motivations of insurance companies were while trying cases on their behalf. In 2004, Ben was recruited to a firm that represented plaintiffs in personal injury and workers’ compensation cases.

Ben has achieved the highest attorney rating of 10.0/10.0 Superb from AVVO. In addition, he has been named to the list of Rising Stars by Georgia Super Lawyers Magazine for 5 consecutive years, an honor reserved for less than 3% of the qualifying attorneys in the state. Ben is an active member of the WCCL, Georgia Trial Lawyers Association, and the Atlanta Bar Association. He is also a Junior Board Member for the Atlanta Volunteer Lawyers Foundation.

Ben is husband and a father to three children and is active in coaching his children in youth league sports.

Website LinkedIn Super Lawyers AVVO

TAXES & FINANCIAL PLANNING FOR SMALL BUSINESS: Debra Scott with Vining Financial Services and Alicyn McLeod with McLeod Tax & Consulting

August 6, 2014 by Mike

On the Money

TAXES & FINANCIAL PLANNING FOR SMALL BUSINESS: Debra Scott with Vining Financial Services and Alicyn McLeod with McLeod Tax & Consulting

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Debra Scott with Vining Financial Services and Alicyn McLeod with McLeod Tax & Consulting join Joe Moss to discuss financial planning and tax issues that affect your business.

Debra Scott/Vining Financial Services

Vining Financial Services is a registered investment advisor with securities offered through Triad Advisors, Member FINRA/SIPC. They offer comprehensive, holistic financial planning to individuals, families and businesses in a warm and caring environment dispensed with humor and common sense.

Alicyn McLeod/McLeod Tax & Consulting

McLeod Tax & Consulting believes that clients should have ready access to an informed, interested and approachable advisor who educates them so that they can confidently and intelligently make their own decisions.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.