Tag Archives: tax tip

TMTW #151 – Don’t Miss the September 15th Deadline

Tax and Money Tip of the Week: Don’t Miss the September 15th Deadline | August 28, 2013 | No. 151 Final Filing Deadline Reminder If you need to file a Form 1065 (partnership return), Form 1120S (S corporation return) or Form 1041 … Continue reading

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TMTW #150 – The Many Advantages of Roth IRAs

Tax and Money Tip of the Week: The Many Advantages of Roth  IRAs | August 21, 2013 | No. 150 The most flexible savings retirement account of all…. As tax rates increase, the Roth individual retirement account keeps looking better and … Continue reading

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TMTW #146 – Small Businesses Lose in New NC Tax Law Changes

Tax and Money Tip of the Week: Small Businesses Lose in New NC Tax Law Changes July 24, 2013 | No. 146 The tax reform bill that Governor McCrory signed into law yesterday will impact many small businesses. See the recent … Continue reading

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TMTW #145 – Good Communication is Key to Lowering Your Taxes

Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes July 18, 2013 | No. 145 After over 30 years in the tax business, I continue to find that good communication with the CPA is the … Continue reading

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TMTW #144 – Making Charitable Contributions Directly from Your IRA

Tax and Money Tip of the Week: Making Charitable Contributions Directly from Your IRA July 10, 2013 | No. 144 I recently spoke with a client who wanted to know whether he could still make a contribution from his IRA directly … Continue reading

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TMTW #140 – The Risks of Bonds – Part I

Tax and Money Tip of the Week: The Risks of Bonds – Part I May 29, 2013 | No. 140 With recent volatility of the stock market, along with the uncertainty of the real estate market since the “crisis”, some … Continue reading

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TMTW # 137 – Amending for Tax Filing Errors

Tax and Money Tip of the Week: Amending for Tax Filing Errors | May 14, 2013 | No. 137 An interesting article from the Wall Street Journal: Amending for Tax-Filing Errors Questions or Comments? You can add comments on the blog, … Continue reading

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TMTW 134 – Preparing for the 3.8% Medicare surtax

Tax and Money Tip of the Week: Preparing for the 3.8% Medicare Surtax | March 27, 2013 | No. 134 An interesting and timely article from the Investment News –  Devising Strategies for the 3.8% Medicare surtax Questions or Comments? … Continue reading

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TMTW #133 – Tax Effects of Debt Forgiveness

Tax and Money Tip of the Week: Tax Effects of Debt Forgiveness March 20, 2013 | No. 133 An interesting and timely article from the Wall Street Journal –  Tax Effects of Debt Forgiveness Questions or Comments? You can add … Continue reading

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TMTW # 127 – Estate Tax Exemption for 2013

Tax and Money Tip of the Week: Estate Tax Exemption 2013  January 30, 2013 | No. 127 One of the key Estate Tax decisions in the new tax law passed by Congress this month. Estate taxes Questions or Comments? You … Continue reading

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