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Category Archives: Uncategorized
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
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
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
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
TMTW #130 – Investing 101 – Cut Your Losses Short
Tax and Money Tip of the Week: Investing 101 – Cut Your Losses Short February 20, 2013| No. 130 An interesting and timely article from the Investor’s Business Daily regarding money management – limit your losses always to 7% or … Continue reading
TMTW # 127 – Estate Tax Exemption for 2013
Tax and Money Tip of the Week: Estate Tax Exemption 2013 January 30, 2013 | No. 127 One of the key Estate Tax decisions in the new tax law passed by Congress this month. Estate taxes Questions or Comments? You … Continue reading
TMTW 126 – Permanent AMT Fix
Tax and Money Tip of the Week: Permanent AMT Fix | January 23, 2013 | No. 126 From Investment News , the Alternative Minimum Tax (AMT) fix is now permanent. Permanent AMT Fix Questions or Comments? You can add comments on … Continue reading
TMTW 125 – QCD’s for 2012 available thru 1/31/13
Tax and Money Tip of the Week: Qualified Charitable Distributions for 2012 Available through January 31, 2013! | January 16, 2013 | No. 125 While most of the tax law changes that were recently passed effect 2013 and future years, … Continue reading