The long and short of succession planning

For many business owners, putting together a succession plan may seem like an overwhelming task. It might even seem unnecessary for those who are relatively young and have no intention of giving up ownership anytime soon. But if the past year or so have taught us anything, it’s that anything can happen. Owners who’ve built…

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Launching a small business? Here are some tax considerations

While many businesses have been forced to close due to the COVID-19 pandemic, some entrepreneurs have started new small businesses. Many of these people start out operating as sole proprietors. Here are some tax rules and considerations involved in operating with that entity. The pass-through deduction To the extent your business generates qualified business income…

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Clayton Jones,

Biography Clayton serves as the CFO and Business Development Director of WellsColeman. Clayton has over 12 years of experience in investment banking including capital raising, mergers and acquisitions and strategic advisory services. In addition to advising companies across multiple industries in financial forecasting and operational process improvement, he led the finance and operations functions for…

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Wynn Burr

wynn burr

Biography Wynn is a manager in Client Accounting and Advisory Services. In her role, Wynn focuses on delivering excellent service to our clients so they can focus on their overall business objectives. Wynn is passionate about helping clients put bookkeeping processes in place, leveraging technology to increase efficiency and provide timely information, and making sure…

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Shelby Robertson

shelby robertson

Biography Shelby is a manager in Client Accounting and Advisory Services (CAAS). In her role, Shelby focuses on tax planning, preparation and advisory for CAAS clients. Shelby has worked in all areas of our firm, and loves working with our CAAS tax clients. Shelby is focused on anticipating client needs and developing solutions to their…

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