Category Archives: Uncategorized

TMTW #390- Happy 4th of July!

Tax and Money Tip of the Week: Happy 4th of July! July 4, 2018 | No. 390 Wishing you and your family a Happy 4th of July! You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward … Continue reading

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TMTW #369-New Tax Law Series- Part 1:Tax Reform Terminates Business Entertainment Deductions

Tax and Money Tip of the Week: New Tax Law Series- Part 1: Tax Reform Terminates Business Entertainment Deductions January 31, 2018 | No. 369 Lawmakers finally did it. First, they reduced the directly related and associated entertainment deductions to 80 percent with … Continue reading

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TMTW 266- Identity Theft Protection

Tax and Money Tip this Week: Identity Theft Protection January 6, 2016 | No. 266 Good Advice from the State of NC on how to protect yourself from identity theft. Click here to read the article Questions or Comments? You can … Continue reading

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TMTW #207 – Rules on Gifts to Charities

Tax and Money Tip of the Week: Rules on Gifts to Charities October 29, 2014 | No. 207 An article from the Wall Street Journal. The Latest on Rules for Gifts to Charities Questions or Comments? You can add comments on … Continue reading

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TMTW #174 – Saving Taxes with Health Savings Account

Tax and Money Tip of the Week: Saving Taxes with Health Savings Account February 12th, 2014 | No. 174 From the February 3rd, 2014 edition of Investment News: Federal Tax Savings are Bolstering HSAs Questions or Comments? You can add comments on … Continue reading

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TMTW #141 – The Risks of Bonds – Part II

Tax and Money Tip of the Week: The Risks of Bonds – Part II June 12, 2013 | No. 141 Last week, we talked about the risk that inflation plays in the bond market. Continuing on that line, I wanted to provide … Continue reading

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TMTW # 138 – Long Term Care Insurance

Tax and Money Tip of the Week: Long Term Care Insurance – “The Bottom Line” | May 22, 2013 | No. 138 A catastrophic injury or debilitating disease that requires you to enter a nursing home can destroy your best-laid financial … Continue reading

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