Author Archives: taxblogger

TMTW #194 – How to avoid an IRS audit

Tax and Money Tip of the Week: How to avoid an IRS audit July 30th, 2014 | No. 194 Revisiting a past article from the Chicago Tribune: How to avoid an IRS audit Questions or Comments? You can add comments on the blog, … Continue reading

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TMTW #193 – Stock Market Since March 2000

Tax and Money Tip of the Week: Stock Market Since March 2000 July 23rd, 2014 | No. 193 Interesting article on investing from USA Today: Stock Market Since March 2000 Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW #192 – Family Limited Liability Companies

Tax and Money Tip of the Week: Family Limited Liability Companies July 16th, 2014 | No. 192 From Wall Street Journal: Keeping Value in the Family Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We … Continue reading

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TMTW #191 – Only One IRA Rollover Per Year

Tax and Money Tip of the Week: One IRA Rollover Per Year July 9th, 2014 | No. 191 From InvestmentNews: IRS: Only one IRA rollover per year Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. … Continue reading

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TMTW # 190 – Small Businesses in Limbo again on Tax Breaks

Tax and Money Tip of the Week: Small Businesses in Limbo again on Tax Breaks June 4th, 2014 | No. 190 From the Associated Press: Small Businesses in Limbo again on Tax Breaks Questions or Comments? You can add comments on … Continue reading

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TMTW # 189 – Good Communications is Key to Lowering Taxes

Tax and Money Tip of the Week: Good Communications is Key to Lowering Taxes May 28th, 2014 | No. 189 After over 30 years in the tax business, we continue to find that solid accounting and good communication with your CPA … Continue reading

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TMTW # 188 – Happy Memorial Day!

Tax and Money Tip of the Week: Happy Memorial Day! May 21st, 2014 | No. 188 We would like to take the time to wish everyone a safe and happy Memorial Day! Questions or Comments? You can add comments on the blog, call … Continue reading

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TMTW # 187 – Understanding Annuity Expenses

Tax and Money Tip of the Week: Understanding Annuity Expenses May 14th, 2014 | No. 187 Understanding Annuity Expenses Here is a great article on understanding expenses of annuities: Annuity Expenses Questions or Comments? You can add comments on the blog, call … Continue reading

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TMTW # 186 – Explaining the Basics of Annuities

Tax and Money Tip of the Week: Explaining the Basics of Annuities May 7th, 2014 | No. 186 Explaining the Basics of Annuities Here is our introduction to the basics of annuities: Annuities Questions or Comments? You can add comments on … Continue reading

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TMTW #185 – 5 Tips for Tackling Financial Clutter

Tax and Money Tip of the Week: 5 Tips for Tackling Financial Clutter April 30th, 2014 | No. 185 From the News & Observer: 5 Tips for Tackling Financial Clutter Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading

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