Category Archives: Tax and Money Tip of the Week

TMTW #155 – ACA Employee Notice

Tax and Money Tip of the Week: ACA Employee Notice September 25, 2013 | No. 155 Attention Employers: Have You Sent Out Your ACA Notice? As part of the Patient Protection and Affordable Care Act (ACA), employers are required to provide … Continue reading

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TMTW #154 – Reminder – Don’t Miss the October 15th Deadline

Tax and Money Tip of the Week: Reminder – Don’t Miss the October 15th Deadline | September 18, 2013 | No. 154 Final Filing Deadline Reminder If you need to file a Form 1040 (individual return), the deadline to file is … Continue reading

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TMTW #153 – Be Aware of the RMD Rules

Tax and Money Tip of the Week: Be Aware of the RMD Rules September 11, 2013 | No. 153 An article from the Investor’s Business Daily contains some important information related to Required Minimum Distributions for Traditional IRAs and Roth … Continue reading

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TMTW #152 – Don’t Miss the October 15th Deadline

Tax and Money Tip of the Week: Don’t Miss the October 15th Deadline | September 4, 2013 | No. 152 Final Filing Deadline Reminder If you need to file a Form 1040 (individual return), the deadline to file is October 15, … Continue reading

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TMTW #151 – Don’t Miss the September 15th Deadline

Tax and Money Tip of the Week: Don’t Miss the September 15th Deadline | August 28, 2013 | No. 151 Final Filing Deadline Reminder If you need to file a Form 1065 (partnership return), Form 1120S (S corporation return) or Form 1041 … Continue reading

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TMTW #150 – The Many Advantages of Roth IRAs

Tax and Money Tip of the Week: The Many Advantages of Roth  IRAs | August 21, 2013 | No. 150 The most flexible savings retirement account of all…. As tax rates increase, the Roth individual retirement account keeps looking better and … Continue reading

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TMTW 149 – Saving Taxes on IRA Inherited from Your Spouse

Tax and Money Tip of the Week: Saving Taxes on IRA Inherited from Your Spouse | August 14, 2013 | No. 149 How is my spouse’s IRA taxed when he dies and I am the sole beneficiary of his IRA? How … Continue reading

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TMTW #148 – September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Tax and Money Tip of the Week: September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups | August 7, 2013 | No. 148 This is the time of year in our CPA practice that I work with small … Continue reading

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TMTW #146 – Small Businesses Lose in New NC Tax Law Changes

Tax and Money Tip of the Week: Small Businesses Lose in New NC Tax Law Changes July 24, 2013 | No. 146 The tax reform bill that Governor McCrory signed into law yesterday will impact many small businesses. See the recent … Continue reading

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TMTW #145 – Good Communication is Key to Lowering Your Taxes

Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes July 18, 2013 | No. 145 After over 30 years in the tax business, I continue to find that good communication with the CPA is the … Continue reading

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