Tag Archives: Tax and Money Tip of the Week

TMTW Bonus- New 2018 Section 199A

Tax and Money Tip this Week: New 2018 Section 199A November 29, 2018 Dear Clients and Friends: The new 2018 Section 199A tax deduction that you can claim on your IRS Form 1040 is a big deal. There are many … Continue reading

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TMTW#410 Year End Tax Planning

Tax and Money Tip this Week: Year End Tax Planning November 28, 2018 | No. 410 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

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TMTW#409 Happy Thanksgiving!

Tax and Money Tip this Week: Happy Thanksgiving! November 21, 2018 | No. 409 Hope you and your family have a wonderful Thanksgiving! Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward … Continue reading

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TMTW #408 How to Save Taxes in Year End 2018

Tax and Money Tip this Week: How to Save Taxes in Year End 2018 November 14, 2018 | No. 408 Click here to read about solo 401(K) retirement plan from ‘Business Management Daily’ Questions or Comments? You can add comments on … Continue reading

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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

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TMTW #406 Retirement Plan and IRA Rollover Advice

Tax and Money Tip this Week: Retirement Plan and IRA Rollover Advice October 31, 2018 | No. 406 When moving your retirement money to an IRA, you should follow this one rule of thumb. If you fail to follow the rule … Continue reading

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TMTW #405 Investing 101- Part 3 of 3

Tax and Money Tip this Week: Investing 101 Part 3 of 3 October 24, 2018 | No. 405 This week we have a very important tip on investing concepts. This series is not intended as investment advice, but only a general discussion … Continue reading

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