Author Archives: taxblogger

TMTW#258- Inheriting an IRA

Tax and Money Tip this Week: Inheriting an IRA November 11th, 2015 | No. 258   An informative article on Inheriting an IRA Click here to read the article Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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

TMTW#257- Cash in on Home Bonanza

Tax and Money Tip this Week: Cash in on Home Bonanza November 4th, 2015 | No. 257   A great article on getting the most out of your home Click here to read the article Questions or Comments? You can add … Continue reading

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

TMTW #256- Do Good Things with a Crummey Trust

Tax and Money Tip this Week: Do Good Things with a Crummey Trust October 28th, 2015 | No. 256 Click here to read the article   Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. … Continue reading

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

TMTW #255- Tackling Financial Clutter

Tax and Money Tip this Week: Tackling Financial Clutter October 21st, 2015 | No. 255 Revisiting a past article from the News & Observer. 5 Tips on Tackling Financial Clutter Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading

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

TMTW #254- Don’t Miss October 15th Deadline TODAY

Tax and Money Tip this Week: Don’t Miss October 15th Deadline (TODAY) October 15th, 2015 | No. 254 Today is the deadline.  If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2015. That … Continue reading

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

TMTW# 253- How to Follow the Money

Tax and Money Tip this Week: How to Follow the Money October 7th, 2015 | No. 253 A great article on investing from Investors Business Daily. Daily, Weekly Charts Uncover Big Institutional Buys In A Stock Questions or Comments? You can … Continue reading

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

TMTW #252- How to Recognize When to Sell a Stock

Tax and Money Tip this Week: How to Recognize When to Sell a Stock  September 30th, 2015 | No. 252 Article from Investors Business Daily: Sharp Decline in Heaviest Trade Marks Time to Sell Winning Stock Questions or Comments? You can … Continue reading

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

TMTW #251- Don’t Miss October 15th Deadline

Tax and Money Tip this Week: Don’t Miss October 15th Deadline September 23rd, 2015 | No. 251 Final Filing Deadline Reminder If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2015.  This assumes … Continue reading

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

TMTW #250-Value of a CPA

Tax and Money Tip this Week: Value of a CPA September 16th, 2015 | No. 250 From The Wall Street Journal, see how valuable a CPA can be. The Value of a CPA Questions or Comments? You can add comments on the blog, call … Continue reading

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

TMTW #249-Insurance Tip- Accident Forgiveness

Tax and Money Tip this Week: Insurance Tip- Accident Forgiveness September 9th, 2015 | No. 249 I’d like to share a relatively new addition to some insurance companies auto policies:  The Accident Forgiveness and/or Violation/Ticket Forgiveness Rider.  If you have this … Continue reading

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