Tag Archives: Tax and Money Tip of the Week

TMTW#350-Equifax Breach-What a credit freeze does.

Tax and Money Tip of the Week: Equifax Breach-What a credit freeze does. September 21, 2017 | No. 350 Click here to read Equifax Breach-What a credit freeze does from The Wall Street Journal You can add comments on the blog, call 919-847-2981, or visit our web … Continue reading

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TMTW#349-Equifax breach of 143 Million American’s financial information

Tax and Money Tip of the Week: Equifax breach of 143 Million American’s financial info – What to consider doing. September 20, 2017 | No. 349 Here is my research and all of you should consider a fraud alert on your credit … Continue reading

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Subdivide land and conquer tax rates

Tax and Money Tip of the Week: Subdivide land and conquer tax rates September 13, 2017 | No. 348 Click here to read Subdivide land and conquer tax rates from ‘Business Management Daily’ You can add comments on the blog, call 919-847-2981, or visit our web … Continue reading

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Don’t Miss the September 15th Deadline

Tax and Money Tip this Week: Don’t Miss the September 15th Deadline September 6, 2017 | No. 347 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

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How to structure a new business with 1244 stock

Tax and Money Tip of the Week: How to structure a New Business with 1244 Stock August 30, 2017 | No. 346 Click here to read How to structure a New Business with 1244 stock from ‘Business Management Daily’ You can add comments on the blog, … Continue reading

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TMTW#343- Active vs. Passive Portfolio Management

Tax and Money Tip this Week: Active vs. Passive Portfolio Management July 5, 2017 | No. 343 One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, … Continue reading

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TMTW#340- Investing 101 Part 2 of 3

Tax and Money Tip this Week: Investing 101 Part 2 of 3 June 14, 2017 | No. 340 This week we continue our series on investing concepts. This series is not intended as investment advice, but only a general discussion of investing … Continue reading

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TMTW#339- Investing 101 Part 1 of 3

Tax and Money Tip this Week: Investing 101 Part 1 of 3 June 7, 2017 | No. 339 This week we will start a series on investing concepts. This series is not intended as investment advice, but only a general discussion … Continue reading

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TMTW#338- Good Communications is Key to Lowering Taxes

Tax and Money Tip this Week: Good Communications is Key to Lowering Taxes May 31, 2017 | No. 338 After over 30 years in the tax business, we continue to find that solid accounting and good communication with your CPA is … Continue reading

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TMTW#335-Explaining the Basics of Annuities

Tax and Money Tip this Week: Explaining the Basics of Annuities May 10, 2017 | No. 335 Explaining the Basics of Annuities Click here to read the article You can add comments on the blog, call 919-847-2981, or visit our web site. We … Continue reading

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