Tag Archives: North Carolina CPA

How to structure a new business with 1244 stock

Tax and Money Tip of the Week: How to structure a New Business with 1244 Stock August 30, 2017 | No. 346 Click here to read How to structure a New Business with 1244 stock from ‘Business Management Daily’ You can add comments on the blog, … Continue reading

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TMTW#343- Active vs. Passive Portfolio Management

Tax and Money Tip this Week: Active vs. Passive Portfolio Management July 5, 2017 | No. 343 One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, … Continue reading

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TMTW#342- Happy 4th of July!

Tax and Money Tip this Week: Happy 4th of July  June 28, 2017 | No. 342 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#340- Investing 101 Part 2 of 3

Tax and Money Tip this Week: Investing 101 Part 2 of 3 June 14, 2017 | No. 340 This week we continue our series on investing concepts. This series is not intended as investment advice, but only a general discussion of investing … Continue reading

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TMTW#339- Investing 101 Part 1 of 3

Tax and Money Tip this Week: Investing 101 Part 1 of 3 June 7, 2017 | No. 339 This week we will start a series on investing concepts. This series is not intended as investment advice, but only a general discussion … Continue reading

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TMTW#338- Good Communications is Key to Lowering Taxes

Tax and Money Tip this Week: Good Communications is Key to Lowering Taxes May 31, 2017 | No. 338 After over 30 years in the tax business, we continue to find that solid accounting and good communication with your CPA is … Continue reading

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TMTW#335-Explaining the Basics of Annuities

Tax and Money Tip this Week: Explaining the Basics of Annuities May 10, 2017 | No. 335 Explaining the Basics of Annuities Click here to read the article You can add comments on the blog, call 919-847-2981, or visit our web site. We … Continue reading

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TMTW#334- The Case For Not Paying Off your Mortgage by Retirement

Tax and Money Tip this Week: The Case For Not Paying Off Your Mortgage by Retirement April 26, 2017 | No. 334 An insightful Q & A on mortgage debt from the Washington Post Click here to read the article You can add comments … Continue reading

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TMTW#331- It is “OK” to File an Extension

Tax and Money Tip this Week: It is “OK” to File an Extension April 5, 2017 | No. 331 Please take notice of our office closing date. Our office will be closing at 6:00pm on Friday, April 14th and will not reopen … Continue reading

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TMTW#326-2017 Standard Mileage Rates

Tax and Money Tip this Week: 2017 Standard Mileage Rates March 1, 2017 | No. 326 Click here to read the article from ‘Journal of Accountancy’ 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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