Category Archives: Tax and Money Tip of the Week

TMTW #144 – Making Charitable Contributions Directly from Your IRA

Tax and Money Tip of the Week: Making Charitable Contributions Directly from Your IRA July 10, 2013 | No. 144 I recently spoke with a client who wanted to know whether he could still make a contribution from his IRA directly … Continue reading

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TMTW #143 – Happy 4th of July!

Tax and Money Tip of the Week: Happy 4th of July! July 3, 2013 | No. 143 We would like to take the time to wish everyone a safe and happy 4th of July! Questions or Comments? You can add comments on … Continue reading

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TMTW #142 – New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare

Tax and Money Tip of the Week: New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare June 19, 2013 | No. 142 Here’s an interesting and timely article. New Reports Show Challenging Financial Outlook Continues for Social Security … Continue reading

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TMTW #140 – The Risks of Bonds – Part I

Tax and Money Tip of the Week: The Risks of Bonds – Part I May 29, 2013 | No. 140 With recent volatility of the stock market, along with the uncertainty of the real estate market since the “crisis”, some … Continue reading

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TMTW #139 – Firm Summer Hours

Tax and Money Tip of the Week: May 29, 2013 | No. 139 New Firm Hours: Closing Fridays for Summer 2013 Starting May 31, 2013, our firm will be closed on Fridays through September 15, 2013 since we work Saturdays … Continue reading

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TMTW # 137 – Amending for Tax Filing Errors

Tax and Money Tip of the Week: Amending for Tax Filing Errors | May 14, 2013 | No. 137 An interesting article from the Wall Street Journal: Amending for Tax-Filing Errors Questions or Comments? You can add comments on the blog, … Continue reading

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TMTW #136 – Insurance Coverage for Small Business

Tax and Money Tip of the Week: Insurance Coverage for Small Business April 24, 2013 | No. 136 An interesting and timely article was in the News & Observer this week: Insurance Coverage for Small Business Questions or Comments? You … Continue reading

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TMTW #135 – Thank you Clients!

Tax and Money Tip of the Week: Thank You Clients! Another Successful Tax Season | April 10, 2013 | No. 135 The Week After Tax Season   Aaah…..the week after tax season is the best week in a CPA’s life each … Continue reading

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No Tax and Money Tip this Week: April 3, 2013 There will not be a Tax and Money Tip this week.  We are busily crunching tax returns and will continue next week with another Tax and Money Tip of the Week. We hope … Continue reading

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TMTW 134 – Preparing for the 3.8% Medicare surtax

Tax and Money Tip of the Week: Preparing for the 3.8% Medicare Surtax | March 27, 2013 | No. 134 An interesting and timely article from the Investment News –  Devising Strategies for the 3.8% Medicare surtax Questions or Comments? … Continue reading

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