Tag Archives: Tax and Money Tip of the Week

TMTW # 261- IRA & Retirement Plan Limits for 2016

Tax and Money Tip this Week: IRA and Retirement Plan Limits for 2016 December 2, 2015 | No. 261 Source: Broadridge Advisor Solutions Many IRA and retirement plan limits are indexed for inflation each year. On October 21, 2015, the IRS issued … Continue reading

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TMTW 260-Happy Thanksgiving

Tax and Money Tip this Week: HAPPY THANKSGIVING November 25th, 2015 | No. 260 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 … Continue reading

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TMTW#259- Year End Tax Planning

Tax and Money Tip this Week: Year End Tax Planning November 18th, 2015 | No. 259   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 … Continue reading

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TMTW#258- Inheriting an IRA

Tax and Money Tip this Week: Inheriting an IRA November 11th, 2015 | No. 258   An informative article on Inheriting an IRA Click here to read the article Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW#257- Cash in on Home Bonanza

Tax and Money Tip this Week: Cash in on Home Bonanza November 4th, 2015 | No. 257   A great article on getting the most out of your home Click here to read the article Questions or Comments? You can add … Continue reading

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TMTW #256- Do Good Things with a Crummey Trust

Tax and Money Tip this Week: Do Good Things with a Crummey Trust October 28th, 2015 | No. 256 Click here to read the article   Questions or Comments? You can add comments on the blog, call 919-847-2981, or visit our web site. … Continue reading

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TMTW #255- Tackling Financial Clutter

Tax and Money Tip this Week: Tackling Financial Clutter October 21st, 2015 | No. 255 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 #254- Don’t Miss October 15th Deadline TODAY

Tax and Money Tip this Week: Don’t Miss October 15th Deadline (TODAY) October 15th, 2015 | No. 254 Today is the deadline.  If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2015. That … Continue reading

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TMTW# 253- How to Follow the Money

Tax and Money Tip this Week: How to Follow the Money October 7th, 2015 | No. 253 A great article on investing from Investors Business Daily. Daily, Weekly Charts Uncover Big Institutional Buys In A Stock Questions or Comments? You can … Continue reading

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TMTW #252- How to Recognize When to Sell a Stock

Tax and Money Tip this Week: How to Recognize When to Sell a Stock  September 30th, 2015 | No. 252 Article from Investors Business Daily: Sharp Decline in Heaviest Trade Marks Time to Sell Winning Stock Questions or Comments? You can … Continue reading

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