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A wooden desk with a calculator, a black marker with its cap off, a blue pen, and a yellow notebook topped with a small black card that reads Tax Credit.
August 7, 2023

Georgia Tax Credits For Individuals

A promotional image for a video titled Current Estate Tax Laws Explained in 3 Minutes featuring Abbey Flaum, J.D., L.L.M., Managing Director and Family Wealth Strategist at Homrich Berg Wealth Management.
April 17, 2023

Current Estate Tax Laws Explained in 3 Minutes

A signpost with multiple yellow arrows pointing in different directions, each labeled with the word TAX in bold black letters, set against a blue sky with some clouds.
April 12, 2023

2023 Tax Guide

A hand drawing a flowchart with the word TAXES in the center. Arrows point to various related terms: income, payroll, property, sales, capital gains, dividends, imports, and gifts. A small store, money, and graphs are illustrated.
April 11, 2023

Gifting Basics: What Counts As A Gift And Gift Tax Reporting

Flowchart depicting a financial estate plan showing $17,000 gifts to a husband and wife, leading to benefits for their three children. The plan involves removing $306,000 annually from the taxable estate through special trusts.
March 27, 2023

Current State Of The Estate And Gift Tax Laws

A person in a suit stands with arms crossed. The word TAXES is prominent. Icons include a percentage sign, dollar symbol, bank, checklist, globe, and bar graph, all within hexagonal shapes, symbolizing financial concepts.
January 4, 2023

Top Five Personal Tax Strategies For High-Income Individuals

A dramatic view of the United States Capitol building under a cloudy sky. The image features the grand staircase leading up to the impressive façade, with its iconic dome and classic architectural columns.
July 23, 2021

How Do Governments Tax An Annuity?

A joyful couple embraces in a bright, unfurnished living room with large windows. Cardboard boxes and a small potted plant are scattered on the hardwood floor, suggesting they are moving in. The woman is being lifted off her feet by the man.
January 26, 2021

Tax Benefits for Homeowners

A calculator with RETIREMENT PLAN on the display is placed on sheets of paper, alongside a stack of coins. A computer keyboard is visible in the background. The scene is lit with warm lighting, suggesting financial planning or budgeting.
November 2, 2020

Addressing the 10-Year Hitch in Pretax Retirement Plans

A calculator displays TAX TIPS on its screen. Nearby, there are receipts, a pen, a spiral notebook, and a stack of coins and bills. The scene is warmly lit, suggesting a focus on financial planning or tax preparation.
December 10, 2019

Tax Tips For Year End

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October 31, 2019

Annual Open Enrollment Tips to Save on 2020 Taxes

A moving truck is parked in front of a house with a For Sale sign. Several cardboard boxes labeled Living Room, Bedroom, and Kitchen are stacked outside. Two people are seen carrying boxes towards the house.
September 16, 2019

Tax And Legal Issues When Moving To A New State

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Our Locations

GEORGIA

Atlanta (HQ)
Alpharetta
Augusta
Sandy Springs

FLORIDA

Palm Beach
Tampa

MARYLAND

Baltimore

DISTRICT OF COLUMBIA

Metro Washington

TENNESSEE

Nashville

SOUTH CAROLINA

Columbia

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About Us Expand

  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
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Meet The Team Expand

  • Principals / Directors
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  • Client Care/Operations/HR

Our Services Expand

  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office

Client Experience Expand

  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories

Resources Expand

  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

About Us
  • History
  • Profile
  • Mission / Values
  • Clients
  • Diversity
  • Community
  • Awards
  • Locations
Meet the Team
  • Principals / Directors
  • Associates
  • Investments
  • Client Care/Operations/HR
Our Services
  • Service Levels and Costs
  • Financial Planning Services
  • Investment Management
  • Foundations and Nonprofits
  • HB Family Office
Client Experience
  • Fiduciary Fee-Only Financial Advisors
  • Financial Team Leader
  • Online Reporting
  • Interactive Planning
  • Team Approach
  • Deep Expertise
  • Client Stories
Resources
  • How To Select An Advisor
  • Insights and News
  • Form ADV/CRS
  • Client Login

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