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.

Dan Henn’s Three Simple Steps Towards a Better Business Budget

It's amazing -- and scary -- how many Brevard County businesses operate without a true budget. Cash flow becomes their only barometer, and that often doesn't include an accurate picture of ongoing growth, or the health of a business.Look -- in addition to handling...

How to Eliminate Workplace Gossip in Rockledge Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Rockledge business owner client files and getting a significant thrill from being able to help so many of our...

Dan Henn’s Updated Tax Preparation Checklist for 2019

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it's time to get started if you haven't yet done so already.I'm here today with a large checklist that you can work from,...

If There’s Another Government Shutdown We’re Here To Help Your Rockledge Business

You're wise these days if you don't pay close attention to the political tug-of-war that seems to be getting worse and worse. If so, you might not have yet seen that the federal government seems headed for another shutdown.Which is rough news for any poor schmoe out...

The TCJA And What It Means For Your Rockledge Business

Usually, sometime after the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the commercials.The NFL...

What Success Looks Like In Reality For Rockledge Businesses

Lots of email responses and activity were prompted by last week's note on the new 20% deduction for pass-through entities (if you didn't get it or missed it, shoot me a note by clicking the email button at the top of the page and I'll forward it along), and we're...

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!