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Personal Finance

Business

13

I want to pass my business on to my children. How do I create a successful strategy to do that?
Why do I need a strategy focused on the family for my small business?
What is a strategy focused on the business?
What is involved in a Succession Plan?
What is contained in an Estate Plan?
What does it take to own and manage a successful business of my own?
How can I develop a great business strategy?
What elements belong in the business strategy introduction?
What are some tips I can use to develop a better business cash flow?
How do I know when to hire an attorney?
To avoid double tax and limit my liability, which entity should I choose?
If my business is a professional practice, what are the special conditions?
What about Directors or Shareholders? How many people do I need?

Personal Finance

4

What should I take into consideration when shopping for annuities?
Are there hidden costs with annuities that I should be aware of?
What about other annuities fees?
How can I invest in foreign stocks?

Life

14

How should unmarried couples protect their estate and financial holdings?
Is more insurance necessary for married couples?
If I change my name, who do I notify?
What are the tax implications of marriage?
Are there different ways married couples hold property?
What will I need if a member of the family dies?
Should I take any particular steps with regard to the assets of the deceased?
What is probate?
Upon a family member’s death, what taxes are due?
Is it possible to refuse inherited property in order to reduce taxes?
My spouse died this year; may I file a joint return for this year?
Do I owe taxes on life insurance proceeds payable to me?
Are distributions of a retirement plan or IRA of the deceased taxable?
If my spouse died without a will, how will his/her assets be distributed?

Banking

32

What can I do to raise money for my small business?
What kinds of loans are available for small business financing?
When considering a loan request, what do banks look for?
What do I need to include on a good loan proposal?
Is it a good idea to prepay my mortgage?
Is refinancing a good option?
Should I borrow against my securities?
How does a Home Equity Line of Credit (HELOC) work?
What costs can I expect from a home loan re-fi or home equity loan?
What does it mean to lock in an interest rate?
What are all these disclosures my lender is asking me to sign?
Please explain reverse mortgages
Can I deduct loan interest on my taxes?
Is Private Mortgage Insurance (PMI) really necessary?
What should I take into consideration before I co-sign for a loan?
What can I do to get the best possible rates on loans?
Which is best: a home equity line of credit, or a regular second mortgage?
What will my loan really cost me?
Are there particular bank account charges or fees I can avoid?
Can you review the different types of bank accounts available?
What’s the best type of account for me?
What are your best tips when shopping for a new account?
What protection does federal deposit insurance offer?
Is there any way to negotiate my checking account fees without having to change banks?
What is overdraft protection? Do I need it?
What does the Truth in Savings Act mean for me?
What do I need to know about using ATMs or EFTs and how they work?
How do I correct errors from an EFT or ATM transaction?
What can I do if my ATM or debit card is lost or stolen?
I’ll be traveling abroad soon. Can I use my ATM card overseas?
How can I determine when an EFT has arrived in my account?
What’s the procedure to cancel a pre-authorized payment?

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Personal Finance

What should I take into consideration when shopping for annuities?
Are there hidden costs with annuities that I should be aware of?
What about other annuities fees?
How can I invest in foreign stocks?

Nashville Location

Uselton, Clay & Bright, P.C.
1019 17th Ave S, Suite 4
Nashville TN 37212
Phone: (615) 322-9900

Parking lot in back of building.
Entry via alleyway off Edgehill.

Kingston Location

Uselton, Clay & Bright, P.C.
107 Armour Rd.
Kingston TN 37763
Phone: (865) 376-9564

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107 Armour Rd.

Phone: (865) 376-9564

Email: info@ucbcpa.com