ERIN H. LEE, CPA

10/12/2026

Now is a good time to review your year-to-date investment gains and losses. If you have net capital gains, consider selling investments that have declined in value to help offset your gains — a strategy known as “loss harvesting.” If you have net losses, harvesting gains by selling appreciated investments can allow you to recognize some or all of the gains tax-free. You can also generally use up to $3,000 of net capital losses to offset ordinary income. Contact us at (931) 614-0877 to discuss year-end tax planning for your investments.

10/08/2026

Are you thinking of launching a new business as a C corporation? Beware of double taxation. First, the company will pay tax at the entity level. Then the individual shareholders may owe additional tax when they receive dividends and other taxable distributions or sell their shares. Reducing corporate taxable income can lessen the impact. For example, the company can generally deduct reasonable salaries, bonuses and eligible fringe benefits provided to shareholder-employees. This strategy also has potential downsides. Choosing your business entity requires careful consideration. Contact us at (931) 614-0877 to compare your options and determine whether a C corporation is the right structure for your start-up.

10/08/2026

Good Morning Everyone.
Wishing you all a happy, fun, and productive Thursday.
We have almost made it to Friday.

10/07/2026

Tax problems can leave you tied in knots. Whether you’re dealing with an IRS notice, penalty or another tax issue, you don’t have to sort through the complexities alone. We can help untangle the issues, explain your options and determine your next steps. Contact us at (931) 614-0877 to discuss your situation.

10/07/2026

10/07/2026

Happy Wednesday Morning!
We have made it halfway through the week.
Have a wonderful day!!!!

10/06/2026

Join our adaptive Halloween trick-or-treat event for adults and their caretakers!

MAIN - Oct 31st 2PM

Enjoy candy, crafts, costumes, and fun activities! Make memories and collect treats!

10/06/2026

☀️ Business Before Hours + Stuff the Bucket! 🪣💙

Start your Thursday with networking, breakfast, and a chance to give back!

Join us for Business Before Hours on Thursday, October 8, from 7:00–9:00 a.m. at CDE Lightband, 2021 Wilma Rudolph Blvd.

We’re teaming up with Loaves & Fishes to help provide hot, nutritious meals to our neighbors in need. Bring an item from the Loaves & Fishes wish list and help us “Stuff the Bucket” while you network! Find the Donation List Here 👉/https://ow.ly/1Vj350ZPOFA

📅 Thursday, October 8
⏰ 7:00–9:00 a.m.
📍 CDE Lightband | 2021 Wilma Rudolph Blvd.

Network. Give back. Make an impact. 💙

Donations will also be accepted until 3:00 p.m. at the bucket truck in the front parking lot.

10/06/2026