Rushton

Last night we had the honor of celebrating Perry C. Barnett on his retirement!

Throughout his career, he has been an integral part of Rushton—leading the international division and playing a key role in the foundation of Rushton Wealth Management—and that only begins to scratch the surface of all he has contributed over the years.

Perry’s impact extends well beyond the firm. He has been a profound presence in the community over the years, serving as Chamber Board Chair, a member of the UNG Business Advisory Council, President of the Jaycees, and contributing his time and leadership in countless other ways.

As a colleague, mentor, and friend, he has made a lasting impression on so many and will be truly missed. We wish him nothing but the best in this next chapter!

On May 1, we welcomed Joe Coleman, CPA to the Rushton team!

Joe brings over 18 years of experience in tax strategy, compliance, and client advisory. We are excited to have him join our growing Alpharetta team and look forward to the expertise and insight he will bring!

Please join us in giving Joe a warm welcome—welcome to the Rushton family!

2026 Leadership Retreat is in the books—what an incredible two days!

A huge thank you to Jeremy Clopton for joining us and sharing valuable insights with our team. Your perspective and expertise made a lasting impact.

We are proud of the time our team invested in learning, collaborating, and strengthening our vision for the future.

As we continue to grow, it is exciting to see such a motivated group that is eager to learn, lead, and serve at a higher level.

We are excited to carry this momentum into the rest of the year and beyond!

Today we gathered to celebrate the tax deadline with an off-site lunch!

To our tax team—thank you for your hard work and dedication throughout the season. It has been an incredible 2026 so far, and we are so proud of everything accomplished.

We wrapped it up with great food, camaraderie, and are looking forward to a well-deserved day off tomorrow!

Helping physicians focus on what matters most—while we help guide the financial side.

Our Financial Strategies for Physicians guide covers key areas like tax planning, wealth management, retirement strategies, and navigating the unique financial challenges that come with a medical career.

Whether you're just starting out or well into your practice, having a plan in place can make all the difference.

Take a look at the full guide here: https://heyzine.com/flip-book/rushtonwealthfinancialstrategiesforphysicians

Reach out to us—let’s talk about how we can help support your financial future.

Chamber Chase 2026!! 🌟

Last Thursday gave us the perfect weather for a walk/run! Thank you to everyone who came out to represent Rushton—there’s nothing like an evening break during tax season.

We’re CPAs… we can pace anyone! 🏃‍♂️💼

A big congratulations to Esther Munts for placing 2nd her her age division and Hannah Still for placing top 10 in her age division!

UGA Intern for a Day is always one of our favorite programs to be a part of each year!

This year, we had the pleasure of welcoming Ryan Murray to our office. Our Commercial Team spent the day giving Ryan a behind-the-scenes look at what they do, with each team member sharing their experience and insights.

It was a great day filled with learning, good conversation, and getting to know Rushton a little better.

Thank you UGA Career Center for setting us up and thank you Ryan for spending the day with us—we loved having you!

Happy St. Patrick’s Day! ☘️

We celebrated the morning the right way—wearing green, enjoying donuts, and welcoming back Kincaid's coffee. Not a bad way to start a chilly day!

Deadline #1 complete.

April 15th… you’re up next. Let’s go!

Still catching up on sleep after the time change?

While you're adjusting the clocks, it might also be a good time to catch up on your retirement contributions.

Beginning in 2025, the SECURE 2.0 Act introduced an enhanced catch-up contribution opportunity for individuals ages 60–63. During this four-year window, individuals can contribute even more to their 401(k), 403(b), and similar retirement plans than the standard catch-up amount.

For many people nearing retirement, this small change could make a big difference in long-term savings.

Want to learn more about how much you may be able to catch up?

Give us a call at 770-287-7800 or email us at [email protected] to discuss how these new rules could impact your retirement planning.