Author Archives: taxblogger

TMTW 494 Failing to take your RMD from your traditional IRA

Tax and Money Tip of the Week:Failing to take your RMD from your traditional IRA September 2, 2026 | No. 494 An article on failing to take your required minimum distribution could cost you more than just the associated income tax.  click … Continue reading

Posted in Uncategorized | Leave a comment

TMTW 493 Sept 15, 2026 Deadline: Individual Estimated taxes and Tax planning checkups

Tax and Money Tip of the Week:September 15, 2026 Tax Deadline:  Individual Estimated Taxes and Tax Planning CheckupsSeptember 2, 2026 | No. 493 This is the time of year in our CPA practice that I work with small business owners and individuals … Continue reading

Posted in Uncategorized | Leave a comment

TMTW 492 – Don’t Miss the October 15th Deadline

Tax and Money Tip of the Week:Don’t Miss the October 15th DeadlineAugust 26th, 2026 | No. 492 Final Filing Deadline Reminder If you put your personal tax return on extension (Form 1040), you have until October 15, 2026 to  file your 2025 return. … Continue reading

Posted in Uncategorized | Leave a comment

Tax and money tip of the week #491: $1 million retirement myth: Here’s what to save instead.

Tax and Money Tip of the Week:$1 million retirement myth:  Here’s what to save instead July, 14, 2026 | No. 487 A great article on Retirement savings.  Click here to read the article Questions or Comments? You can add comments on … Continue reading

Posted in Uncategorized | Leave a comment

TMTW #490 The hidden tax in Roth 401(k)s

August 10, 2026 | No. 490 An article on workers who opt for their employer’s Roth 401k over a traditional 401k may be in for an unwelcome surprise: extra taxes.  Click here for the article  Questions or Comments? You can add comments … Continue reading

Posted in Uncategorized | Leave a comment

TMTW #489 Revisit your emergency funds goals

August 3, 2026 | No. 489 An article on how much emergency savings you might need.  Click here for the article Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to … Continue reading

Posted in Uncategorized | Leave a comment

TMTW # 488 Simple Retirement Solutions for Small Business Owners

An article on offering employee’s retirement options and how they can be an effective way for small business owners to attract and retain talent.  Click here to view the article Questions or Comments? You can add comments on the blog, call … Continue reading

Posted in Tax and Money Tip of the Week, Uncategorized | Leave a comment

Tax and money tip of the week #487 Helicopter view of 2026 meals and entertainment

Tax and Money Tip of the Week:Helicopter view of 2026 meals and entertainment deductions July 7, 2026 | No. 486 An article on new rules for meals and entertainment after the new tax law OBBBA. Click here to view the article Questions … Continue reading

Posted in Uncategorized | Leave a comment

TMTW # 486 Tax Due Dates

TMTW # 486 Upcoming Tax Due Dates July 15 Employers: Deposit Social Security, Medicare and withheld income taxes for June if the monthly deposit rule applies. Employers: Deposit nonpayroll withheld income tax for June if the monthly deposit rule applies. July 31 … Continue reading

Posted in Uncategorized | Leave a comment

Tax and Money tip of the Week #485 Section 179 or bonus depreciation: What’s best after OBBBA?

Tax and Money Tip of the Week:Section 179 or bonus depreciation:  What’s best after OBBBA? June 30, 2026 | No. 485 Great article on optimizing depreciation. Click here to view the article Questions or Comments? You can add comments on the blog, call … Continue reading

Posted in Uncategorized | Leave a comment