Tag Archives: North Carolina CPA

TMTW #161 – Good Communication is Key to Lowering Your Tax Bill

Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Tax Bill November 6, 2013 | No. 161 After over 30 years in the tax business, I continue to find that good communication with the CPA is … Continue reading

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TMTW #159 – When to Claim Social Security Benefits

Tax and Money Tip of the Week: When to Claim Social Security Benefits | October 23, 2013 | No. 159 Here is an article by Jane Bryant Quinn from the AARP Bulletin – When to Claim Social Security Benefits Questions or Comments? … Continue reading

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TMTW #160 – Social Security Boot Camp

Tax and Money Tip of the Week: Social Security Boot Camp October 30, 2013 | No. 160 Here is an article by Mary Beth Franklin from the InvestmentNews – Ten-shun! Welcome to Social Security Boot Camp Questions or Comments? You can … Continue reading

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TMTW #158 – Making the Most of Your IRA

Tax and Money Tip of the Week: Making the Most of Your IRA October 16, 2013 | No. 158 Here is an article from Investor’s Business Daily – Making the Most of Your IRA Questions or Comments? You can add comments … Continue reading

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TMTW #157 – New Options and Taxes in Health Law

Tax and Money Tip of the Week: New Options and Taxes in Health Law | October 9, 2013 | No. 157 Here is an article from Investment News –  Prepare for Options and Taxes in Health Law Questions or Comments? You can … Continue reading

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TMTW #156 – Social Security in 1st Year of Retirement

Tax and Money Tip of the Week: Social Security in the First Year of Retirement | October 2, 2013 | No. 156 Here is an article from Investment News –  The trick of Social Security in the first year of retirement Questions … Continue reading

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TMTW #155 – ACA Employee Notice

Tax and Money Tip of the Week: ACA Employee Notice September 25, 2013 | No. 155 Attention Employers: Have You Sent Out Your ACA Notice? As part of the Patient Protection and Affordable Care Act (ACA), employers are required to provide … Continue reading

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TMTW #154 – Reminder – Don’t Miss the October 15th Deadline

Tax and Money Tip of the Week: Reminder – Don’t Miss the October 15th Deadline | September 18, 2013 | No. 154 Final Filing Deadline Reminder If you need to file a Form 1040 (individual return), the deadline to file is … Continue reading

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TMTW #153 – Be Aware of the RMD Rules

Tax and Money Tip of the Week: Be Aware of the RMD Rules September 11, 2013 | No. 153 An article from the Investor’s Business Daily contains some important information related to Required Minimum Distributions for Traditional IRAs and Roth … Continue reading

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TMTW #152 – Don’t Miss the October 15th Deadline

Tax and Money Tip of the Week: Don’t Miss the October 15th Deadline | September 4, 2013 | No. 152 Final Filing Deadline Reminder If you need to file a Form 1040 (individual return), the deadline to file is October 15, … Continue reading

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