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Showing episodes and shows of
Thomas W. Henssler
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Henssler Money Talks
Case Study: Planning for Changes on the Horizon
Original Air Date: September 28, 2024 Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. Read the Article: https://www.henssler.com/estate-and-tax-planning-in-a-changing-political-landscape
2024-10-01
11 min
Henssler Money Talks
Henssler Money Talks — September 28, 2024
Henssler Money Talks — September 28, 2024 Season 38, Episode 39 This week on "Money Talks," Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to discuss the week’s economic news, including housing data and the Conference Board’s Consumer Confidence Survey. Melanie and Jessie explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress. The financial experts also address listener questions on holding real estate in an IRA and The Coca...
2024-09-28
46 min
Lizenzlage
40 Jahre Softwarelizenzierung – 40 Jahre CCP
Die Einführung von Lizenzverträgen hat die Verbreitung von Software in Unternehmen beschleunigt. Diese Verbreitung hat die Einhaltung der Nutzungsrechte zu einer Herausforderung gemacht. Früher war nicht alles besser, aber vieles anders. Die Miete von Software in Form von Subscriptions ist die dominierende Vertragsform geworden und wird sich weiter ausbreiten. Werden Subscriptions nicht verlängert, kann das die Nutzung einer Software blockieren und birgt somit ein großes Risiko. Das CCP-Fristenmanagement hilft Unternehmen dabei, die Subscriptions zu kontrollieren und ein ungeplantes Auslaufen oder Verlängern von Mietverträgen zu verh...
2024-06-14
34 min
Henssler Money Talks
Case Study: Tax Benefits for Parents of Disabled Children
Chief Investment Officer Troy Harmon, CFA, CVA, along with Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, from Henssler CPAs & Advisers, offer valuable tax advice for a couple with a disabled child. They share insights on what may qualify as a medical expense deduction. Read the Article: https://www.henssler.com/essential-tax-tips-for-families-with-disabled-or-special-needs-children
2024-06-11
11 min
Henssler Money Talks
Henssler Money Talks - June 8, 2024
Henssler Money Talks — June 8, 2024Season 38, Episode 23This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, with Henssler CPAs & Advisers to cover economic news including the Manufacturing and Nonmanufacturing indices, personal income and interest rates. In our case study, Jessie provides some tax advice for a couple with a disabled child, sharing tips on what may count as a medical expense deduction. The experts round out the show with listeners’ questions on market timing and portfolio positioning.Times...
2024-06-08
45 min