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Recent Posts
- TMTW 496: When Should You Take Social Security?
- TMTW #495 What you need to know before you inherit anything
- TMTW 494 Failing to take your RMD from your traditional IRA
- TMTW 493 Sept 15, 2026 Deadline: Individual Estimated taxes and Tax planning checkups
- TMTW 492 – Don’t Miss the October 15th Deadline
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Author Archives: taxblogger
TMTW 496: When Should You Take Social Security?
Tax and Money Tip this Week:When Should You Take Social Security?September 30, 2026 | No. 496 Read the article HERE -by Rande Spiegelman at Charles Schwab Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web … Continue reading
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TMTW #495 What you need to know before you inherit anything
Tax and Money Tip of the Week:What you need to know before you inherit anything September 23, 2026 | No. 495 Article from Kiplinger about what you need to know before you inherit anything. Read the article here Questions or Comments? … Continue reading
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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
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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
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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
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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
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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
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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
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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
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
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