Tag Archives: Raleigh CPA

TMTW 168 – Happy Holidays! (taking a break from TMTW this week)

Posted on January 1, 2014 by taxblogger

Tax and Money Tip of the Week: Happy Holidays (taking a break from TMTW |January 1, 2014 | No. 168 We thank all of our clients and referral sources for their business this past year. Hope everyone had a Merry Christmas/Happy Holiday and … Continue reading →

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

TMTW 167 – This year is last year for NC 529 Plan Deduction

Posted on December 26, 2013 by taxblogger

Tax and Money Tip of the Week: This Year is Last Year for NC 529 Plan Deduction |December 25, 2013 | No. 167 From the December 18th Raleigh News & Observer, another item changing at the end of 2013 for North … Continue reading →

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

NC tax change highlights

Posted on December 18, 2013 by taxblogger

Tax and Money Tip of the Week: NC Tax Change Highlights December 18, 2013 | No. 166 From today’s Raleigh News & Observer, here are some highlights of upcoming changes to NC taxes… Upcoming changes Questions or Comments? You can … Continue reading →

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

New NC Tax Law and NC Form NC-4 (Withholding Allowances)

Posted on December 11, 2013 by taxblogger

Tax and Money Tip of the Week: New NC Tax Law and NC Form NC-4 December 11, 2013 | No. 165 Form NC-4 (Withholding Allowances) Lately, we have been fielding a lot of questions from clients concerning the completion of … Continue reading →

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

TMTW #164 – Estate Planning

Posted on December 4, 2013 by taxblogger

Tax and Money Tip of the Week: Estate Planning December 4, 2013 | No. 164 Key Estate Planning Documents You Need This is a general, informational piece only and not intended to provide legal advice. Each individual should seek legal … Continue reading →

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

Happy Thanksgiving!

Posted on November 27, 2013 by taxblogger

Tax and Money Tip of the Week: Happy Thanksgiving November 27, 2013 There will not be a Tax and Money Tip of the Week this week.  We would just like to take the time to wish everyone a safe and … Continue reading →

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

TMTW #163 – Year End Tax Planning

Posted on November 20, 2013 by taxblogger

Tax and Money Tip of the Week: Year-End Tax Planning November 20, 2013 | No. 163 This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax checkups to help them … Continue reading →

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

TMTW #162 – What Records to Keep

Posted on November 13, 2013 by taxblogger

Tax and Money Tip of the Week: What Records Should I Keep November 13, 2013 | No. 162 This week we will discuss a question that I get in my CPA practice a lot: How long should I keep certain records? … Continue reading →

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

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

Posted on November 6, 2013 by taxblogger

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 →

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

TMTW #159 – When to Claim Social Security Benefits

Posted on October 31, 2013 by taxblogger

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 →

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