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What you would need to know if you suddenly had to know it all?
WHAT WOULD YOU NEED TO KNOW IF YOU SUDDENLY HAD TO KNOW IT ALL? Does one of these scenarios sound familiar to you? You and your partner just enjoyed a beautiful trip to the Greek Isles, but while there, the other couple you were...
Read MoreElisabeth Baldwin named Managing Partner of Rushton Wealth Management
Rushton Wealth Management Announces Elisabeth Baldwin as Managing Partner GAINESVILLE, Ga. — Rushton Wealth Management is pleased to announce the appointment of Elisabeth Baldwin as Managing Partner, a milestone that reflects the...
Read MoreA Hard Conversation Made Easy
A Hard Conversation Made EasyThroughout previous stages of life, you might have become accustomed to keeping your financial matters fairly close to the chest. Now, however, would be a good time to start involving your family as you...
Read MorePlanning Your Legacy & Your Family's Financial Future
Planning Your Legacy & Your Family's Financial FutureEstate planning, or legacy planning, can play a critical role in your ability to save for and shape your family’s financial future. While most people think of estate planning as...
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Retirement Tools: HSA Accounts
Retirement Tools: HSA Accounts By Kathryn Barnett When planning for retirement, most people do not realize their HSA account is more than a savings account for medical expenses. An HSA account is a triple-tax advantaged health savings...
Read MoreDoes your Child Need to File an Income Tax Return?
Does Your Child Need to File an Income Tax Return? As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return...
Read MoreDo you have a lost 401(k)?
Do you have a lost 401(k)? By Kathryn Barnett Take minute and think about how many places you have worked. Now, think about whether you contributed to a 401(k) at each of those places. Did you roll the contents of a previous 401(k)...
Read MoreMedicare Quick Facts
Medicare Quick Facts WHAT IS IT? Medicare is a federal health insurance program for people 65 and older, as well as certain disabled individuals. DO I HAVE TO ENROLL? Yes. If you have not been receiving Social Security benefits for at...
Read MoreHelp! My spouse wants nothing to do with our finances.
HELP! MY SPOUSE WANTS NOTHING TO DO WITH OUR FINANCES. What do I do? By: Kathryn Barnett Below is a scenario that I have encountered that I think is familiar to all of us. I don’t know what to do. I recently received a grim prognosis,...
Read MoreReflecting Your Values Through Investing
Reflecting Your Values Through Investing Money talks is an adage many of us have heard our whole lives. Money is the transactional element of our lives that keeps the world running as we know it, and how you spend your money does say...
Read MoreOptimizing After Tax Wealth During a Volatile Market: Gifting
Optimizing After Tax Wealth During a Volatile Market: Gifting What is type of gifting should someone consider during a volatile market? During a volatile market, an individual should consider gifting to – Family members or other...
Read MoreOptimizing After Tax Wealth During a Volatile Market: Roth Conversions
Optimizing After Tax Wealth During a Volatile Market: Roth Conversions What is a Roth Conversion? A Roth Conversion is transferring assets in kind from a traditional IRA to a Roth IRA. Why should are Roth Conversions advantageous? The...
Read MoreOptimizing After Tax Wealth During a Volatile Market: Tax Loss Harvesting
Optimizing After Tax Wealth During a Volatile Market: Tax Loss Harvesting What is Tax Loss Harvesting? Tax Loss Harvesting is a tax strategy that allows a client to strategically sell investments that have declined in value harvest...
Read MoreWhat is a Backdoor Roth?
What is a Backdoor Roth? A backdoor Roth is a strategy for high income earners, where they make a nondeductible contribution to their IRA account and then convert that contribution to their Roth account. *A nondeductible contribution...
Read MorePersonalize your Wealth Strategy with Diverse Investments
Personalize Your Wealth Strategy with Diverse Investments Today’s financial landscape offers a wealth of opportunities, but the misconception persists that wealth-building requires a rigid, one-size-fits-all approach to investing. In...
Read MoreMoney-Saving Tips to Build Wealth
Money-Saving Tips to Build Wealth In today’s discourse about how to build wealth, a common refrain often emerges: It’s not possible nowadays. With rising housing costs and inflation affecting everything from utility bills to daily...
Read MoreCountdown to College
Countdown to College As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of...
Read MoreWhat do your Taxes pay for?
What Do Your Taxes Pay For? Click here to learn! The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the...
Read MoreDebunking Money Myths: Saving is Impossible in This Economy
Debunking Money Myths: Saving is Impossible in This Economy In today’s discourse about how to build wealth, a common refrain often emerges: It’s not possible nowadays. With rising housing costs and inflation affecting everything from...
Read MoreInsuring Your Business Against Cyber Liability
Insuring Your Business Against Cyber Liability According to one study done by the US Small Business Administration, 88% of small business owners feel their business is vulnerable to a cyber attack. These concerns may be well-founded:...
Read MoreHow Income Taxes Work
How Income Taxes Work Taxpayers and businesses spend an estimated 7.9 billion hours a year complying with tax-filing requirements, which is worth $413 billion in economic value just to comply with tax regulations.1 As complex as the...
Read More5 Reasons to Invest in Your 401(k)
5 Reasons to Invest in Your 401(k) Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working. One of your most impactful opportunities to save, and even earn,...
Read MoreTax-Saving Opportunities You Shouldn't Overlook
With tax season here, it's important to consider how tax-intelligent financial planning can lead to potential tax saving opportunities. By taking advantage of various strategies, such as IRA distributions and conversions, capital...
Read MoreImportant New Beneficial Ownership Information
Important New Beneficial Ownership Information (BOI) Reporting Requirement under the “Corporate Transparency Act” (CTA) – This New Law is effective January 1, 2024. November 12, 2024 This information is meant to be general-only and...
Read MoreRushton Named To INSIDE Public Accounting’s Top 500 List
GAINESVILLE, Ga. (Sept. 9, 2024) — Rushton, one of North Georgia's leading business accounting and consulting firms, has been named to INSIDE Public Accounting's prestigious 2024 Top 500 Firms list for the third consecutive year. The...
Read MoreSam Latimer appointed to Panel at AICPA
Sam Latimer was recently appointed to the board of the AICPA (American Institute of Certified Public Accountants) to spearhead the development of governmental accounting standards policies. It's a great honor for Rushton to have...
Read MoreGeorgia CASA Honors Chris Hollifield With State Leadership Award
GAINESVILLE, Ga. (Aug. 2023) — Rushton Managing Partner Chris Hollifield, a long-time Hall-Dawson CASA board member, received the 2023 CASA Board Member Leadership Award in Georgia at the Georgia CASA Conference on Aug. 12....
Read MoreRushton Named To INSIDE Public Accounting’s Top 500 And Top 500 Fastest Growing Lists
GAINESVILLE, Ga. (Aug. 2023) — INSIDE Public Accounting has named Rushton to its Top 500 list for the second straight year and Rushton earned a place on the newsletter’s Top 500 Fastest Growing list for the first time....
Read MoreAccounting Today Honors Rushton As Best Firm for Young Accountants
GAINESVILLE, Ga. (Nov. 2022) — Accounting Today has ranked Rushton No. 1 in its Best Firms for Young Accountants in 2022.Each year, Accounting Today and Best Companies Group recognize the 100 Best Firms to Work For in the U.S....
Read MoreRushton Earns ‘Best Accounting Firms to Work For’ Honor for Fifth Time
GAINESVILLE, Ga. (Sept. 2022) — For the fifth time, Rushton has been selected by Accounting Today magazine as one of America’s “Best Accounting Firms to Work For.” Rushton was ranked 11th in the midsize and...
Read MoreRushton Named To INSIDE Public Accounting Top 500 List For 2022
GAINESVILLE, Ga. (Aug. 2022) — Rushton has been recognized by INSIDE Public Accounting as a top 500 Firm based on the newsletter’s annual survey and analysis of public accounting firms. Considered the who’s who...
Read MoreYour 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read MoreUNG Business School Classroom Named in Honor of Rushton Founder
A college classroom will soon bear the name of Rushton founder Barclay Rushton upon completion next year of the Cottrell Center for Business, Technology & Innovation.
Read MoreNick Bruner Receives 2020-2021 Silver Shovel
Nick Bruner was a recipient of a Silver Shovel Award for 2020-2021. The Greater Hall Chamber presented the awards at the Board of Directors Meeting on June 24. Silver Shovel Awards are given to Chamber volunteers who have worked hard...
Read MoreBruner Named Gainesville Jaycees Young Man of the Year
Rushton partner Nick Bruner was recently honored as the Gainesville Jaycees Young Man of the Year. Bruner, who joined Rushton in 2005, was honored for his unselfish volunteer efforts and civic service to the community. “I am...
Read MoreSamuel Latimer named partner at Rushton
GAINESVILLE, Ga. (Jan. 2021) — Rushton, one of the region’s largest business accounting and consulting firms, is proud to announce Samuel Latimer as a partner with the firm. Latimer joined Rushton in 2012. Prior to being...
Read MoreNick Bruner to Present PPP/EIDL Funding Update to Local Business Community
Rushton partner Nick Bruner will be participating in an upcoming panel discussion about the next round of the federal Paycheck Protection Program and Economic Injury Disaster Loan funding. The webinar is being hosted by the Greater...
Read MoreRushton Earns ‘Best Accounting Firms to Work For’ Honor for Fourth Time
Gainesville firm also honored in 2009, 2012 and 2013 GAINESVILLE, Ga. (Sept. 2020) — Rushton has been selected by Accounting Today magazine as one of the Best Accounting Firms to Work For. Rushton was ranked 11th out of 40 in the...
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