Author Archives: taxblogger

TMTW#337- Happy Memorial Day

Tax and Money Tip this Week: Happy Memorial Day May 24, 2017 | No. 337 This Memorial Day we honor and remember all of those who have fallen for our freedom. Have a safe and happy Memorial Day You can add comments on … Continue reading →

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TMTW #336- Understanding the Annuity Expenses

Tax and Money Tip this Week: Understanding Annuity Expenses May 17, 2017 | No. 336 Click here to read the article You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.Questions or … Continue reading →

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TMTW#335-Explaining the Basics of Annuities

Tax and Money Tip this Week: Explaining the Basics of Annuities May 10, 2017 | No. 335 Explaining the Basics of Annuities Click here to read the article You can add comments on the blog, call 919-847-2981, or visit our web site. We … Continue reading →

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TMTW#334- The Case For Not Paying Off your Mortgage by Retirement

Tax and Money Tip this Week: The Case For Not Paying Off Your Mortgage by Retirement April 26, 2017 | No. 334 An insightful Q & A on mortgage debt from the Washington Post Click here to read the article You can add comments … Continue reading →

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TMTW#333-Thank You Clients! Another Successful Tax Season!

Tax and Money Tip this Week: Thank You Clients! Another Successful Tax Season! April 19, 2017 | No. 333 The Week After Tax Season Aaah…..the week after tax season is the best week in a CPA’s life each year! We met a … Continue reading →

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TMTW#331- It is “OK” to File an Extension

Tax and Money Tip this Week: It is “OK” to File an Extension April 5, 2017 | No. 331 Please take notice of our office closing date. Our office will be closing at 6:00pm on Friday, April 14th and will not reopen … Continue reading →

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TMTW#329- March 31st Deadline

Tax and Money Tip this Week: March 31st Deadline March 22, 2017 | No. 329 In order for us to get all client’s tax returns completed by April 15th in a quality fashion, we request all clients drop off or mail us … Continue reading →

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TMTW#328- If you save 10% of paycheck, you should be able to retire

Tax and Money Tip this Week: If you save 10% of paycheck, you should be able to retire March 15, 2017 | No. 328 A great article on retirement savings from The News & Observer Click here to read the article … Continue reading →

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TMTW#327- Coverdell Education Savings Accounts

Tax and Money Tip this Week: Coverdell Education Savings Accounts March 8, 2017 | No. 327 If you meet designated income limits, you can contribute $2,000 annually to a Coverdell Education Savings Account.  Although contributions are not deductible, all earnings and … Continue reading →

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TMTW#326-2017 Standard Mileage Rates

Tax and Money Tip this Week: 2017 Standard Mileage Rates March 1, 2017 | No. 326 Click here to read the article from ‘Journal of Accountancy’ 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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