‘Tis the Season to Give … Wisely!

‘Tis the Season to Give … Wisely!

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December is a great time of the year for your company to make a donation to a nonprofit in need or a charity of your choice. Not only will your company get a tax write-off; your employees will also share your spirit of kindness and generosity. It’s always a good idea...
SBS Client Profile: Terry Phillips

SBS Client Profile: Terry Phillips

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In the first of a series of client profiles, I recently sat down with Terry Phillips who has his own firm in Atlanta, Terry Phillips Firm Inc. Here is what Terry had to say about his background, business focus and what he gets out of the SBS relationship. Jonathan...
5 Year-End Must-Dos by December 31

5 Year-End Must-Dos by December 31

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It’s that time of year when most of us are focused on the holidays … office parties, wrapping gifts and getting ready for a joyful season. That’s great, but you also should devote some of your time to what I call several year-end “Must-Dos” that will help you wrap up...