Tag Archives: Money Tip

Tax and Money Tip of September

Tip of the Month | September 8, 2022  Our Tax and Money Tip is back! TMTW will be published once per month to all our clients, business associates, and friends of the firm.In this September edition, we are pleased to announce the … Continue reading

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TMTW #391- Your Home as ATM Loses Some Allure

Tax and Money Tip of the Week: Your Home as ATM Loses Some Allure July 11, 2018 | No. 391 Click Here to read about the changing rules on deductibility of home-equity loans from an article in “The Wall Street Journal’. You … Continue reading

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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 #389 Don’t Claim Social Security at 62. Unless…

Tax and Money Tip of the Week: Don’t Claim Social Security at 62. Unless… June 20, 2018 | No. 389 Click Here to read about claiming Social Security from an article in “The Wall Street Journal’. You can add comments on the blog, … Continue reading

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TMTW #388-Part 16: Helicopter View of Meals and Entertainment After Tax Reform

Tax and Money Tip of the Week: New Tax Law Series- Part 16: Helicopter View of Meals and Entertainment After Tax Reform June 13, 2018 | No. 388 Click Here to read about the New Tax Law regarding Meals and Entertainment. You … Continue reading

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TMTW #387 New Tax Law Series- Part 15: Medical Deductions

Tax and Money Tip of the Week: New Tax Law Series- Part 15: Medical Deductions June 6, 2018 | No. 387 Click Here to read about the New Tax Law regarding Medical Deductions. You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW #386 New Tax Law Series- Part 14: Make Tax History on Your Own

Tax and Money Tip of the Week: New Tax Law Series- Part 14: Make Tax History of Your Own May 30, 2018 | No. 386 Click Here to read about the New Tax Law regarding tax credits for restoring older historic buildings. You can … Continue reading

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TMTW #385 Happy Memorial Day!

Tax and Money Tip of the Week: Happy Memorial Day! May 23, 2018 | No. 385 This Memorial Day we honor and remember all of those who have fallen for our freedom. Have a safe and happy Memorial Day. You can add comments on … Continue reading

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TMTW #384 New Tax Law Series-Part 13: Education

Tax and Money Tip of the Week: New Tax Law Series- Part 13: Education May 16, 2018 | No. 384 Click here to read about New Tax Law regarding Education Benefits. You can add comments on the blog, call 919-847-2981, or visit our web … Continue reading

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TMTW #383 New Tax Law Series- Part 12: Big Estate Tax Change

Tax and Money Tip of the Week: New Tax Law Series- Part 12: Big Estate Tax Change May 9, 2018 | No. 383 Beginning in 2018, the estate- and gift-tax exemption (a combined amount that applies to an individual’s gifts made during … Continue reading

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