Tag Archives: North Carolina CPA

TMTW #151 – Don’t Miss the September 15th Deadline

Tax and Money Tip of the Week: Don’t Miss the September 15th Deadline | August 28, 2013 | No. 151 Final Filing Deadline Reminder If you need to file a Form 1065 (partnership return), Form 1120S (S corporation return) or Form 1041 … Continue reading

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TMTW #150 – The Many Advantages of Roth IRAs

Tax and Money Tip of the Week: The Many Advantages of Roth  IRAs | August 21, 2013 | No. 150 The most flexible savings retirement account of all…. As tax rates increase, the Roth individual retirement account keeps looking better and … Continue reading

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TMTW 149 – Saving Taxes on IRA Inherited from Your Spouse

Tax and Money Tip of the Week: Saving Taxes on IRA Inherited from Your Spouse | August 14, 2013 | No. 149 How is my spouse’s IRA taxed when he dies and I am the sole beneficiary of his IRA? How … Continue reading

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TMTW #148 – September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Tax and Money Tip of the Week: September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups | August 7, 2013 | No. 148 This is the time of year in our CPA practice that I work with small … Continue reading

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TMTW #146 – Small Businesses Lose in New NC Tax Law Changes

Tax and Money Tip of the Week: Small Businesses Lose in New NC Tax Law Changes July 24, 2013 | No. 146 The tax reform bill that Governor McCrory signed into law yesterday will impact many small businesses. See the recent … Continue reading

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TMTW #145 – Good Communication is Key to Lowering Your Taxes

Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes July 18, 2013 | No. 145 After over 30 years in the tax business, I continue to find that good communication with the CPA is the … Continue reading

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TMTW #144 – Making Charitable Contributions Directly from Your IRA

Tax and Money Tip of the Week: Making Charitable Contributions Directly from Your IRA July 10, 2013 | No. 144 I recently spoke with a client who wanted to know whether he could still make a contribution from his IRA directly … Continue reading

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TMTW #143 – Happy 4th of July!

Tax and Money Tip of the Week: Happy 4th of July! July 3, 2013 | No. 143 We would like to take the time to wish everyone a safe and happy 4th of July! Questions or Comments? You can add comments on … Continue reading

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TMTW #142 – New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare

Tax and Money Tip of the Week: New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare June 19, 2013 | No. 142 Here’s an interesting and timely article. New Reports Show Challenging Financial Outlook Continues for Social Security … 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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