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Recent Posts
- TMTW #489 Revisit your emergency funds goals
- TMTW # 488 Simple Retirement Solutions for Small Business Owners
- Tax and money tip of the week #487 Helicopter view of 2026 meals and entertainment
- TMTW # 486 Tax Due Dates
- Tax and Money tip of the Week #485 Section 179 or bonus depreciation: What’s best after OBBBA?
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Category Archives: Uncategorized
TMTW #489 Revisit your emergency funds goals
August 3, 2026 | No. 489 An article on how much emergency savings you might need. Click here for the article Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to … Continue reading
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TMTW # 488 Simple Retirement Solutions for Small Business Owners
An article on offering employee’s retirement options and how they can be an effective way for small business owners to attract and retain talent. Click here to view the article Questions or Comments? You can add comments on the blog, call … Continue reading
Tax and money tip of the week #487 Helicopter view of 2026 meals and entertainment
Tax and Money Tip of the Week:Helicopter view of 2026 meals and entertainment deductions July 7, 2026 | No. 486 An article on new rules for meals and entertainment after the new tax law OBBBA. Click here to view the article Questions … Continue reading
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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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