Tag Archives: Raleigh CPA

TMTW #110 – Roth IRA Conversions: Opportunities and Deadlines

Tax and Money Tip of the Week Roth IRA Conversions: Opportunities and Deadlines | September 19th, 2012 | No. 110 Potential increase in federal income tax may make 2012 Roth conversions attractive When you convert a traditional IRA to a Roth … Continue reading

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TMTW #109 – Using IRAs to Cover Colleges Expenses

Tax and Money Tip of the Week Using IRAs to Cover College Expenses September 12th, 2012 | No. 109 It’s time for college students to head back to school.  But how are you going to pay for this next year of … Continue reading

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TMTW #108 – Time Running Out for Large Gifts

Tax and Money Tip of the Week Time Running Out for Large Gifts in 2012 | September 6th, 2012 | No. 108 Currently, the exemptions for federal gift tax, estate tax, and generation-skipping transfer (GST) tax are at historic highs, and the … Continue reading

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September 15, 2012 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Tax and Money Tip of the Week September 15, 2012 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups | August 29th, 2012 | No. 107 This is the time of year in our CPA practice that I work with small … Continue reading

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TMTW #106 – Tax Planning for 2012

Tax and Money Tip of the Week Tax Planning for 2012 August 22th, 2012 | No. 106 Two weeks ago we discussed upcoming 2013 tax increases due to the health care bill. This week here are some suggestions to consider for … Continue reading

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TMTW #105 – Can I make a donation from my IRA this year?

Tax and Money Tip of the Week Can I make a donation from my IRA this year? August 15th, 2012 | No. 105 I recently fielded a question from one of our clients that I felt would be of interest … Continue reading

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TMTW 104 – Planning for 2013 Investment Taxes

Tax and Money Tip of the Week Planning for 2013 Investment Taxes August 8th, 2012 | No. 104 As we get closer to 2013, it may be time to begin planning for some of the taxes that are part of … Continue reading

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TMTW #103 – September 15, 2012 Partnership and Corporation Extension Deadline

Tax and Money Tip of the Week September 15, 2012 – Partnership and Corporation Extension Deadline August 1st, 2012 | No. 103 Here is a mid-summer reminder for all the business owners who have put off filing your company’s 2011 … Continue reading

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TMTW #102 – IRS Announces 2013 Inflation Adjusted Amounts for HSAs

Tax and Money Tip of the Week IRS Annouces 2013 Inflation Adjusted Amounts for Health Savings Accounts July 25th, 2012 | No. 102 The IRS has announced the new inflation adjusted amounts for Health Savings Accounts (HSAs). For calendar year … Continue reading

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What Does the Supreme Court Ruling on the Health Reform Law Mean for you?

Tax and Money Tip of the Week What Does the Supreme Court Ruling on the Health-Care Reform Law Mean for You? July 18th, 2012 | No. 101 On June 28, 2012, the U.S. Supreme Court ruled, in a landmark decision, … Continue reading

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