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.

Happy Thanksgiving 2019 from Daniel Henn, CPA, PA to you and yours

Right in the middle of the bloody depths of civil war, President Lincoln proclaimed the last Thursday of November as a national day of Thanksgiving which should take place every year.His entire Thanksgiving proclamation (written by his Secretary of State, William...

Lemonade Stands And A New Selling Strategy For Rockledge Businesses

We're turning the corner into the holidays, and it's a massive selling opportunity for your Rockledge business ... if you use it.But I'm not referring merely to holiday promotions. Those are almost to be expected at this point.What I have for you today is a story that...

Dan Henn’s Keys For Empowering Your Employees For Advancement

You can either train your Rockledge employees and risk that they leave ... or choose not to train them and risk that they stay.Think about that for a moment.Are you empowering your employees for growth? Does your leadership team (which might be just you) brainstorm...

Evaluating Your Rockledge Company’s Marketing ROI

I put a lot of effort into going beyond being a simple tax/accounting advisor for my Rockledge clients, and I'm grateful to those who send back comments, who forward these on to their associates and, of course, for the many referrals that my clients and contacts have...

The “Profit First” Framework for Rockledge Businesses

You might have heard the term "profit first accounting" buzzing around Rockledge business circles as of late.The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners.Today, I...

Building Your Career: For Rockledge Workers

Sometimes that thing that "everyone" is saying (especially online) just turns out to be ... not true.Facebook, Twitter and even Instagram are chock full of theories, analysis, pitches and argumentation, and so much of it is simply noise.And you know what social media...

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!