Category Archives: Uncategorized

TMTW # 486 Tax Due Dates

TMTW # 486 Upcoming Tax Due Dates July 15 Employers: Deposit Social Security, Medicare and withheld income taxes for June if the monthly deposit rule applies. Employers: Deposit nonpayroll withheld income tax for June if the monthly deposit rule applies. July 31 … Continue reading

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Tax and Money tip of the Week #485 Section 179 or bonus depreciation: What’s best after OBBBA?

Tax and Money Tip of the Week:Section 179 or bonus depreciation:  What’s best after OBBBA? June 30, 2026 | No. 485 Great article on optimizing depreciation. Click here to view the article Questions or Comments? You can add comments on the blog, call … Continue reading

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TMTW # 484 Happy 4th of July!

Tax and Money Tip of the Week #484Happy 4th of July!July 1st, 2026  Wishing you and your family a Happy 4th of July! The United States will celebrate its 250th anniversary on July 4, 2026, marking a historic milestone since … Continue reading

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Tax and money tip of the week #483 Your HSA – designate a spouse beneficiary to save taxes

Tax and Money Tip of the Week:Your HSA – designate a spouse beneficiary to save taxes June 23, 2026 | No. 483 A great article from Financial Advisor Magazine Click here to read the article Questions or Comments? You can add … Continue reading

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Tax and Money Tip of the Week: TMTW #482 Skip the backdoor Roth IRA: Here’s the math for high earners

Tax and Money Tip of the Week:Skip the backdoor Roth IRA:Here’s the math for high earners June 16, 2026 | No. 482 An article on high-earning taxpayers thinking twice before chasing the backdoor Roth IRA. Click here to read the article Questions … Continue reading

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Happy New Year!

Happy New Year! Wishing you and  your family a Happy New Year! NOTE:  Our office will be closing at 2 PM on Wednesday and will reopen at 9 AM on Monday January 5th.  Questions or Comments? You can add comments on … Continue reading

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2025 Last Minute Year End Tax Strategies for your Stock Portfolio

Your stock market portfolio can represent a little gold mine of opportunities to reduce your 2025 income taxes when you take advantage of the tax code’s offset game. The tax code contains the basic rules for this game, and once you … Continue reading

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Employee Spotlight: Welcome Janet Carlson!

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Tax and Money Tip this Week: TMTW #481- New IRS Rules for Inherited IRAs in 2025—What You Need to Know

A great article on new IRS rules regarding IRAs taking effect in 2025 from the Bradford Tax institute. 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. We look … Continue reading

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Tax and Money Tip this Week: TMTW #480 – March 15th Deadline

March 15, 2025 is the deadline for S Corporations, Partnerships and LLC Federal returns to be filed. We request that you provide your information to us by March 1, 2025 in order to file by that deadline; if not, we will prepare an automatic … Continue reading

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