Tag Archives: Raleigh CPA

TMTW #282- Inheriting an IRA: Not Dividing the IRA Among Heirs

Posted on April 27, 2016 by taxblogger

Tax and Money Tip this Week: Inheriting an IRA: Not Diving the IRA Among Heirs April 27, 2016 | No. 282 Be sure to advise your beneficiaries to split the IRA, especially if they have a wide age difference. If the … Continue reading →

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TMTW #281- Inheriting an IRA: Titling the IRA Account Improperly

Posted on April 20, 2016 by taxblogger

Tax and Money Tip this Week: Inheriting an IRA: Titling the IRA Account Improperly  April 20, 2016 | No. 281 Nonspouse beneficiaries cannot roll an inherited IRA into their own IRA.  Instead, a separate account must be set up with a … Continue reading →

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TMTW# 280- Thank You Clients! Another Successful Tax Season

Posted on April 13, 2016 by taxblogger

Tax and Money Tip this Week: Thank You Clients! Another Successful Tax Season April 13, 2016 | No. 280 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# 279- Inheriting an IRA: Failing to Take Required Distributions

Posted on April 6, 2016 by taxblogger

Tax and Money Tip this Week: Inheriting an IRA:Failing to Take Required Distributions April 6, 2016 | No. 279 Owners of traditional IRAs must start taking required minimum distributions when they turn 70 1/2. Nonspouse beneficiaries of any age who want … Continue reading →

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TMTW#278- Reap Tax Breaks on Securities Sales

Posted on March 30, 2016 by taxblogger

Tax and Money Tip this Week: Reap Tax Breaks on Securities Sales   March 30, 2016 | No. 278 Click here to read the article by Business Management Daily Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit … Continue reading →

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TMTW # 277- It is “OK” to File for an Extension

Posted on March 23, 2016 by taxblogger

Tax and Money Tip this Week: It is “Ok” to File for an Extension  March 23, 2016 | No. 277 Please take notice of our office closing date. Our office will be closing at 6:00pm on Friday, April 15th and will … Continue reading →

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TMTW # 275- Pay Tax Sooner on Installment Sale?

Posted on March 9, 2016 by taxblogger

Tax and Money Tip this Week: Pay Tax Sooner on Installment Sale?  March 9, 2016 | No. 275 Click here to read a great article published in the ‘Business Management Daily’ Questions or Comments? You can add comments on the blog, call … Continue reading →

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TMTW #274- The IRS Will Rob Your Heirs…Unless You Do This…

Posted on March 2, 2016 by taxblogger

Tax and Money Tip this Week: The IRS Will Rob Your Heirs…Unless You Do This… March 2, 2016 | No. 274 Click here to read a great article published in the ‘Bottom Line” Questions or Comments? You can add comments on … Continue reading →

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TMTW #272- Tax Deadline Coming UP- Don’t File Late

Posted on February 23, 2016 by taxblogger

Tax and Money Tip this Week: Tax Deadline Coming Up- Don’t File Late! February 17, 2016 | No. 272 It is never a good idea to file a tax return late.  The IRS and the State of North Carolina will assess … Continue reading →

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