Tag Archives: Money Tip

TMTW #197 – September 15, 2014 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Tax and Money Tip of the Week: September 15, 2014 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups August 20, 2014 | No. 197 This is the time of year in our CPA practice that I work with small business … Continue reading

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TMTW #195 – Insurance Tip: Accident Forgiveness Rider on Your Auto Insurance Policy

Tax and Money Tip of the Week: Insurance Tip:  Accident Forgiveness Rider on Your Auto Insurance Policy August 6th, 2014 | No. 195 I’d like to share with you a cost savings tip that some insurance companies auto policies offer:  The … Continue reading

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TMTW # 190 – Small Businesses in Limbo again on Tax Breaks

Tax and Money Tip of the Week: Small Businesses in Limbo again on Tax Breaks June 4th, 2014 | No. 190 From the Associated Press: Small Businesses in Limbo again on Tax Breaks Questions or Comments? You can add comments on … Continue reading

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TMTW # 189 – Good Communications is Key to Lowering Taxes

Tax and Money Tip of the Week: Good Communications is Key to Lowering Taxes May 28th, 2014 | No. 189 After over 30 years in the tax business, we continue to find that solid accounting and good communication with your CPA … Continue reading

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TMTW # 187 – Understanding Annuity Expenses

Tax and Money Tip of the Week: Understanding Annuity Expenses May 14th, 2014 | No. 187 Understanding Annuity Expenses Here is a great article on understanding expenses of annuities: Annuity Expenses Questions or Comments? You can add comments on the blog, call … Continue reading

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TMTW # 186 – Explaining the Basics of Annuities

Tax and Money Tip of the Week: Explaining the Basics of Annuities May 7th, 2014 | No. 186 Explaining the Basics of Annuities Here is our introduction to the basics of annuities: Annuities Questions or Comments? You can add comments on … Continue reading

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TMTW #185 – 5 Tips for Tackling Financial Clutter

Tax and Money Tip of the Week: 5 Tips for Tackling Financial Clutter April 30th, 2014 | No. 185 From the News & Observer: 5 Tips for Tackling Financial Clutter Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading

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TMTW #184 – At 70½, Get Ready to Tap Your IRA

Tax and Money Tip this Week: At 70½, Get Ready to Tap Your IRA April 23rd, 2014 | No. 184 From the Wall Street Journal: At 70½, Get Ready to Tap Your IRA Questions or Comments? You can add comments on … Continue reading

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TMTW #183 – Thank You Clients! Another Successful Tax Season

Tax and Money Tip this Week: Thank You Clients! Another Successful Tax Season April 16th, 2014 | No. 183 The Week After Tax Season Aaah…..the week after tax season is the best week in a CPA’s life each year! We met a … Continue reading

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TMTW #182 – It is “OK” to File an Extension

Tax and Money Tip this Week: It is “OK” to File an Extension April 9th, 2014 | No. 182 Please take notice of our office closing date. Our office will be closing at 6:00pm on Friday, April 11th and will not … Continue reading

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