Today's show is for millennials by millennials! This is a fun planning discussion centered around Generation Y aka Millennials, who are people born between 1981 and 1996, on topics such as the Hierarchy of Savings, debt payoff versus savings, rental real estate, social security planning, and general good housekeeping tops for retirement planning..

This episode discusses the ins and outs of changing or re-establishing your state tax domicile. Most of the time those changes are driven by job changes or retirement. And with today's remote work environment, this is issue comes up quite a bit.

Rachel hosts Blake Madison about the new Corporate Transparency Act aka "CTA". The discussion covers Beneficial Ownership Information (BOI), management team members that might have substantial control, those filing requirements, and the exemptions criteria.

Rachel and Kristi focus this week's episode on the sunsetting tax provisions of the Tax Cuts and Jobs Act (#TCJA) of 2017 which are slated to go away at the end of the 2025 tax year.

Today's show covers several family legacy issues including the importance of wills, healthcare power of attorney, advanced directives and living wills, and the financial power of attorney.

Today's show is a deep dive into preparing your business for sale. Carl and Bobby bring their experiences with businesses that have sold and bring in Zane for the perspective of an investment banker (who has also been a founder who sold his business).

Carl Jamison hosts two policy advocates for our community to discuss the most impactful legislative wins for Alabama businesses. Much of the discussion is about the "Working for Alabama" bundle of bills which addresses many issues, including education, child care and workforce housing.

Thornton Jamison hosts labor law specialist David Hughes to discuss the latest changes with some employment labor laws affecting businesses and their owners.

This week's episode focuses on maximizing #tax deductions, which can potentially lower your tax bill. The topics include recent rule changes for meals and entertainment, dues, and automobile deductions.

Our tax accountants discuss tracking using Schedule Cs on Form 1040 to report income or loss from a business you operated or a profession you practiced as a sole proprietor. We cover using bank accounts and credit cards to track income and expenses; Excel or #QuickBooks options, and reconciling accounts.