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An S Corporation Could Reduce Your Business Tax Liability

Written by Zachary Morris, CFP® on December 15, 2022.

Setting up your company as an S Corp could save you thousands of dollars in taxes but it’s important to talk with a professional before making the change.

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Financial Checklist: How to Prepare for the New Year

Written by Zachary Morris, CFP® on December 8, 2022.

Use this financial checklist routine to start the new year strong and improve your financial health for the future

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IRS Announces Adjusted Tax Brackets and Higher Standard Deductions for 2023

Written by Zachary Morris, CFP® on November 17, 2022.

The IRS has announced adjusted tax brackets and higher standard deductions for 2023 in an effort to combat stubbornly high inflation.

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Transitioning Your Family Business to the Next Generation

Written by Jeff Diamond, AIF® on November 16, 2022.

Transitioning your family business to the next generation can be complex but these smart tips can help you successfully navigate the transition.

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Strategies to Build Generational Wealth for Your Family

Written by Zachary Morris, CFP® on November 2, 2022.

If you want to build generational wealth for your family be clear about your goals and take it one strategic step at a time.

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Retirement Plan Consulting: Three Benefits for Small Business Owners

Written by Jeff Diamond, AIF® on October 19, 2022.

Gain benefits from working with a professional you trust who can offer retirement plan consulting to help you navigate this complicated landscape.

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Zachary Morris CFP® Guest Speaker at Galleria-Northwest Atlanta Kiwanis Club

Written by Zachary Morris, CFP® on October 13, 2022.

Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was the guest speaker at the Galleria-Northwest Atlanta Kiwanis Club meeting on October 12, 2022. meeting. Zach presented a primer on Estate Planning for members with many commenting that the presentation was informative, insightful and practical.

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Business Succession Planning: 6 Steps for Small Business Owners

Written by Zachary Morris, CFP® on October 6, 2022.

Take the time now to focus on your business succession planning to ensure that your legacy lives on and your business finds lasting success.

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Zachary Morris CFP® featured in Investor’s Business Daily

Written by Zachary Morris, CFP® on October 3, 2022.

Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors was featured in Investor's Business Daily discussing how Financial Advisors often work with clients who claim that they, "didn't grow up around money."

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Options for Your ‘Orphan 401K’ When You Leave Your Job

Written by Jeff Diamond, AIF® on September 19, 2022.

Learn which option is best for your retirement planning needs when you leave a job and need to determine how to best handle your so-called “orphan 401(k)

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Recent Articles

  • Paces Ferry Managing Partner Speaks on Housing Market
  • Welcome Thomas Mirth, Client Service Associate
  • Paces Ferry’s Zach Morris Speaks to The Atlanta-Journal Constitution on Social Security Solvency
  • Retirement Planning Basics: What We Believe are the Most Important Aspects of a Retirement Plan
  • Suggested Net Worth Goals by Age
  • Should You Consider a Roth Conversion as You Approach Retirement?
  • Paces Ferry Awarded One of Atlanta’s Best Financial Advisors 2023
  • 6 Common Mistakes When Selecting a Financial Advisor

Press

  • Paces Ferry Managing Partner Speaks on Housing Market
  • Welcome Thomas Mirth, Client Service Associate
  • Paces Ferry’s Zach Morris Speaks to The Atlanta-Journal Constitution on Social Security Solvency

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PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 

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