Tag Archives: Tax and Money Tip of the Week

TMTW # 186 – Explaining the Basics of Annuities

Tax and Money Tip of the Week: Explaining the Basics of Annuities May 7th, 2014 | No. 186 Explaining the Basics of Annuities Here is our introduction to the basics of annuities: Annuities Questions or Comments? You can add comments on … Continue reading

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TMTW #185 – 5 Tips for Tackling Financial Clutter

Tax and Money Tip of the Week: 5 Tips for Tackling Financial Clutter April 30th, 2014 | No. 185 From the News & Observer: 5 Tips for Tackling Financial Clutter Questions or Comments? You can add comments on the blog, call 919-847-2981, … Continue reading

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TMTW #184 – At 70½, Get Ready to Tap Your IRA

Tax and Money Tip this Week: At 70½, Get Ready to Tap Your IRA April 23rd, 2014 | No. 184 From the Wall Street Journal: At 70½, Get Ready to Tap Your IRA Questions or Comments? You can add comments on … Continue reading

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TMTW #183 – Thank You Clients! Another Successful Tax Season

Tax and Money Tip this Week: Thank You Clients! Another Successful Tax Season April 16th, 2014 | No. 183 The Week After Tax Season Aaah…..the week after tax season is the best week in a CPA’s life each year! We met a … Continue reading

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TMTW #182 – It is “OK” to File an Extension

Tax and Money Tip this Week: It is “OK” to File an Extension April 9th, 2014 | No. 182 Please take notice of our office closing date. Our office will be closing at 6:00pm on Friday, April 11th and will not … Continue reading

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TMTW #181 – No Tax and Money Tip this Week

No Tax and Money Tip this Week April 3rd, 2014 | No. 181 There will not be a Tax and Money Tip this week. We are busily crunching tax returns and will continue next week with another Tax and Money Tip … Continue reading

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TMTW #180 – How to avoid an IRS audit

Tax and Money Tip of the Week: How to avoid an IRS audit March 26th, 2014 | No. 180 From the Chicago Tribune: How to avoid an IRS audit Questions or Comments? You can add comments on the blog, call 919-847-2981, or … Continue reading

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TMTW #179 – Its Tourney Time!

Tax and Money Tip of the Week: Its Tourney Time! March 19th, 2014 | No. 179 As a mid tax season break from Tax and Money Tip of the Week, I thought I would share this. It is NCAA Tournament time, and … Continue reading

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TMTW #178 – Part 2 – Effects of ObamaCare on your 2013 tax returns

Tax and Money Tip of the Week: Part 2 – Effects of ObamaCare on your 2013 tax returns March 12th, 2014 | No. 178 Last week we looked at the new 3.8% Medicare Surtax that was ushered in as a result of … Continue reading

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TMTW #177 – Part 1 – Effects of ObamaCare on your 2013 tax returns

Tax and Money Tip of the Week: Part 1 – Effects of ObamaCare on your 2013 tax returns March 5th, 2014 | No. 177 This is an overview of the tax changes in the Patient Protection and Affordable Care Act (ObamaCare) … Continue reading

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