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    9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176 T: 470.745.5030 F: 470.745.5032
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    2900 Warm Springs Road Columbus, GA 31904 T: 706.571.2100 F: 706.571.2359
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Enhance your corporate giving strategy with a donor advised fund
Consider the benefits of an uncomplicated, tax-savvy way to give back.
Business Ownership
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Read
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
Offer your employees a competitive benefits package
How to reevaluate your benefits offering – and maybe even improve it.
Business Ownership
Exit interviews: Uncover opportunities for organizational improvement
Turning feedback into action will increase loyalty.
Business Ownership
Read
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
Business Ownership
Read
Succession planning: Dos and Don’ts
Every entrepreneur should have a succession plan, even early-stage founders. Here are some dos and don’ts of succession planning in this phase.
Business Ownership
Read
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Retirement & Longevity
The triumphs and pitfalls of franchising
Business ownership can be one of the most rewarding career endeavors you pursue, both financially and personally. B...
Business Ownership
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
6 questions to ask your CPA

For business owners, effective tax planning involves understanding the current tax rates and rules and using them in a way that best suits your specific situation. Asking these questions can help you maximize tax efficiency today and prepare for potential changes .

Business Ownership

Plainspoken advice for life’s financial complexities

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Wealth Intelligence

Wealth IntelligenceWealth Intelligence
  • 9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176
  • 470.745.5030
  • 470.745.5032
  • Map & Directions
  • Map & Directions
  • 2900 Warm Springs Road Columbus, GA 31904
  • 706.571.2100
  • 706.571.2359
  • Map & Directions
  • Map & Directions

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