Tag Archives: North Carolina CPA

TMTW #418 – Winners

Tax and Money Tip of the Week:Winners January 23, 2019 | No. 418 Winners “Winners find a way to get things done”. Thank you for being associated with our firm. Questions or Comments? You can add comments on the blog, call … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , | Leave a comment

TMTW #415 Retirement Distribution – “The 4% Rule”

Tax and Money Tip this Week: Retirement Distribution – “The 4% Rule” January 2, 2019 | No. 415 Click Here to read an article in the ‘Wall Street Journal” regarding retirement distributions. Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , | Leave a comment

TMTW #414 – Client Meals still 50% Deductible

Tax and Money Tip this Week: Client Meals still 50% Deductible December 26, 2018 | No. 414 Click Here to read an article in the ‘Wall Street Journal” regarding client meal deductions. Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW #413 – Last-Minute Year-End General Business Deductions

Tax and Money Tip this Week: 2018 Last-Minute Year-End General Business Deductions December 19, 2018 | No. 413 Your year-end tax planning doesn’t have to be hard. This article takes your daily activities and identifies easy year-end tax-planning moves you can … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW #407 Tackling Financial Clutter

Tax and Money Tip this Week: Tackling Financial Clutter November 7, 2018 | No. 407 Revisiting a past article from the News & Observer. 5 Tips on Tackling Financial Clutter Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , | Leave a comment

TMTW #400 Insurance Tip – Accident Forgiveness Rider

Tax and Money Tip this Week: Insurance Tip- Accident Forgiveness September 12th, 2018 | No. 400 I’d like to share a relatively new addition to some insurance companies auto policies:  The Accident Forgiveness and/or Violation/Ticket Forgiveness Rider.  If you have this … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW #399 Don’t Miss the October 15th Deadline

Tax and Money Tip this Week: Don’t Miss the October 15th Deadline September 5, 2018 | No. 399 Final Filing Deadline Reminder If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2018.  This … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW #398 Happy Labor Day

Tax and Money Tip this Week: Happy Labor Day August 29, 2018 | No. 398 Wishing you and your family a safe and happy Labor Day Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , | Leave a comment

TMTW #397 Don’t Miss the September 17th Deadline

Tax and Money Tip this Week: Don’t Miss the September 17th Deadline August 22, 2018 | No. 397 Final Filing Deadline Reminder If you need to file a Form 1065 (partnership return), Form 1120S (S corporation return) or Form 1041 (fiduciary … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW #396 September 17, 2018 Tax Deadline: Individual Estimated Taxes and Tax Planning Checkups

  Tax and Money Tip this Week: September 17, 2018 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups August 15, 2018 | No. 396 This is the time of year in our CPA practice that I work with small business owners … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , , , | Leave a comment