Serial CFO

11/06/2021

Should you buy a vehicle to save on taxes 🤷🏻‍♂️🤷🏻‍♂️🤷🏻‍♂️ Check out the video to hear why this might not make sense for everyone.

01/07/2021

Tune in for PPP overview and updates!!!

Join us as we hear from Chad Thomason (Oconee State Bank) for a discussion on the upcoming issuance of the Paycheck Protection Program funding. On this call, Chad will give a brief overview of the loan forgiveness aspect of the PPP funding.

01/03/2021

2021 winning!!! Couples 10k!!!
Beautiful scenery, amazing breakfast, and delicious coffee!!!
@ Charleston, South Carolina

12/21/2020

New Stimulus agreement in the works!
💰$600 per person stimulus check
💰$600 per child stimulus check
💰$300 in federal unemployment/week
💰$284 billion PPP funds
💰$20 billion small business grants
💰$15 billion live venue assistance
💰$82 billion for college & universities
💰$25 billion in rental assistance
💰 Increase in Earned Income Credit and Child Tax Credit

$900 billion approved with another package expected in the near future.

More details to follow today and tomorrow!

10/19/2020

She is very happy!!!

09/07/2020

Had the pleasure of seeing this beauty today! 🛥🛥🛥
2nd home tax write off??? Maybe 🤔
Rental property and rental expenses??? Yep! ☑ Jay-z and Beyonce along with other stars rent it as it travels around the world.
Check this out - 312 Ft long - longer than a football field!!!
$200 Million dollar yacht 💰💰💰..

09/05/2020

The investment with the greatest ROI is the one you make in yourself.

Invest in your relationships- friends, family, co-workers, networks, etc.
Invest in your health- physical and mental
Invest in your business- time and money
Invest in your education- read everything!

Make sure you are getting the greatest return on invest out of you!

09/05/2020

It’s already September... a time where we are inundated with all things pumpkin spice and an important tax deadline for those who filed an extension. Remember to file your business or personal taxes before the following dates:

September 15th Deadline:
• Partnership income tax returns with extension
• LLC income tax returns with extension
• S Corp income tax returns with extension
• Q3 Estimated Payments

October 15th Deadline:
• For individuals with extensions who have not completed and filed 2019 returns

09/05/2020

So many people avoid budgeting because they don’t want to face the reality of how much money they do or don’t have.

Write out each month for 12 months what your expenses are. Write your revenue/income. What do you want it to be for the year? You have all your historical numbers, use them. Then take your total expenses, subtract them from your total revenue, and that’s your profit. No complicated formulas.

Is that profit number where you want to be for the year? If not, you need to change some stuff and you need to do it now. Put the thought and work in to figure out how to do that.

(If you need a software recommendation, I love Mint.com. It links with your bank account, tracks your spending, and follows the budget for you.)

08/10/2020

RESTART Act, HEROS Act, CARES Act - what is next??? .
When will a 2nd round of checks be sent?.
Tax savings for middle income and low income! Capital gain rate decrease for high income! .
Not in video - bill proposed to forgive all PPP loans under $150k with no proof or forgiveness application process.