Category Archives: Tax and Money Tip of the Week

TMTW #230-Senate Bill 20- NC “Decouples” from Federal Law in Certain Areas

Tax and Money Tip this Week: Senate Bill 20- NC “Decouples” from Federal Law in Certain Areas- See Attached for NEW NC Tax Law Changes April 29th, 2015 | No. 230 NC Department of Revenue releases information on the new Senate … Continue reading

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TMTW #229-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 22th, 2015 | No. 229 An insightful Q & A on mortgage debt from the Washington Post Click here to read the full article Questions or … Continue reading

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TMTW #228-Thank you Clients! Another Successful Tax Season

Tax and Money Tip this Week: Thank You Clients! Another Successful Tax Season April 15th, 2015 | No. 228 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 #227 – It is “OK” to File an Extension

Tax and Money Tip this Week: It is “OK” to File an Extension April 9th, 2014 | No. 182 Please take notice of our office closing date. Our office will be closing at 6:00pm on Monday, April 13th and will not reopen … Continue reading

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TMTW #226- If you save 10% of paycheck, you should be able to retire

If you save 10% of paycheck, you should be able to retire April 1, 2015 | No. 226 A great article on retirement savings from The News & Observer . Click here to read the article Questions or Comments? You can … Continue reading

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TMTW #225- How to Manage a Small Portfolio

How to Manage a Small Portfolio March 25, 2015 | No. 225 A great article on making stock market choices from Investors Business Daily. Click here to read the article Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit … Continue reading

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TMTW # 224- This Health Account Can Add to a Retirement Nest Egg, Too

This Health Account Can Add to a Retirement Nest Egg, Too March 18, 2015 | No. 224 A great article on the benefits of Health Savings Accounts from the News and Observer  Click here to read the article Questions or Comments? You can … Continue reading

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TMTW #223- Build Your Emergency Savings Before Paying Down That Debt

Build Your Emergency Savings Before Paying Down That Debt March 11, 2015 | No. 223 A great article on building that emergency fund from the News and Observer  Click here to read the article Questions or Comments? You can add comments on … Continue reading

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TMTW #222- New NC Tax Law Changes Will Effect Your 2014 Tax Return Results

New NC Tax Law Changes Will Effect Your 2014 Tax Return Results March 4, 2015 | No. 222 Tax rates were reduced, but deductions and exemptions were eliminated Click here for more information Questions or Comments? You can add comments on … Continue reading

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TMTW #221-Good News!! No Form 3115 Hassle for Small Businesses (or CPAs)

Good News!! No Form 3115 Hassle for Small Businesses (or CPAs) February 18, 2015 | No. 221 Small businesses won’t have to file Form 3115 to comply with repair regulations. Small business taxpayers will be allowed to make certain accounting method changes … Continue reading

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