For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Time To Dream With Your Friendly East Tennessee Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season.This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...

Five Ways To Get Small Business Help Right Now For Your East Tennessee Business

I'd like to simplify things for you today. There is so. much. noise. right now about how to survive (even thrive) in the midst of this very difficult season. "Pivot" they say. And yes, if you are running a business, these times call for a bit of a shift. Only a very...

Tax and Financial Planning for Multi-Generational Caretaking for East Tennessee Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in East Tennessee.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that...

Labor Tax Updates By Tracy Carico

Everything about this year since March has just felt a little ... off. And I mean aside from all of the cultural and political turmoil we're living through.The seasonality of everything feels different too. Pro sports are out of sync, "back to school" season surely...

What East Tennessee Taxpayers Should (and Should NOT) Do With Their Economic Stimulus Checks

So, you got that stimulus check (or, as the government wants to call it, your "Economic Stimulus Payment")... What next for East Tennessee families and individuals? Please use these funds wisely. If I could sum up my advice for next steps, it would be this: act like...

Four Tips For Maryville Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Maryville into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Maryville who are paying attention (because let's...

3 More Reasons Why More Maryville Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Maryville who trust us with their most sensitive financial details -- and we don't take that...

The Behavior Profile of Our Maryville Clients with the Highest Level of Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for...

Truth and Fiction About the Trump Payroll Tax Cuts For East Tennessee Taxpayers

Right now we're living through an age in which media trust has been thoroughly decimated. "Expert" authority itself is being questioned (in many cases, rightly), and misinformation is rampant.That's perhaps one of the reasons I've received so many visits to this...

How To Ensure East Tennessee Families Are Prepared For Chaos

Summer is nearing an end, but this has been no ordinary summer.Everywhere, parents are scrambling in the most unusual "back to school" season in memory. Fall sports are in limbo, and others (MLB, NHL, NBA) are operating in a weird Twilight Zone mode. Urban centers are...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!