Tag Archives: Year-End tax planning

TMTW#245-Individual Estimated Taxes and Planning Check-up

Tax and Money Tip this Week: Tax Deadlines- Individual Estimated Taxes & Planning Check-up August 12th, 2015 | No. 245 This is the time of year in our CPA practice that I work with small business owners and individuals to perform tax … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , , , , | Leave a comment

TMTW #207 – Rules on Gifts to Charities

Tax and Money Tip of the Week: Rules on Gifts to Charities October 29, 2014 | No. 207 An article from the Wall Street Journal. The Latest on Rules for Gifts to Charities Questions or Comments? You can add comments on … Continue reading

Posted in Uncategorized | Tagged , , , , , , , | Leave a comment

TMTW #197 – September 15, 2014 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Tax and Money Tip of the Week: September 15, 2014 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups August 20, 2014 | No. 197 This is the time of year in our CPA practice that I work with small business … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , , , | Leave a comment

TMTW 167 – This year is last year for NC 529 Plan Deduction

Tax and Money Tip of the Week: This Year is Last Year for NC 529 Plan Deduction |December 25, 2013 | No. 167 From the December 18th Raleigh News & Observer, another item changing at the end of 2013 for North … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , , , , , | Leave a comment

TMTW #163 – Year End Tax Planning

Tax and Money Tip of the Week: Year-End Tax Planning November 20, 2013 | No. 163 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

Posted in Tax and Money Tip of the Week | Tagged , , , , | Leave a comment

TMTW #148 – September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups

Tax and Money Tip of the Week: September 15, 2013 Tax Deadlines: Individual Estimated Taxes and Tax Planning Checkups | August 7, 2013 | No. 148 This is the time of year in our CPA practice that I work with small … Continue reading

Posted in Tax and Money Tip of the Week | Tagged , , , , , | Leave a comment

TMTW 125 – QCD’s for 2012 available thru 1/31/13

Tax and Money Tip of the Week: Qualified Charitable Distributions for 2012 Available through January 31, 2013! | January 16, 2013 | No. 125 While most of the tax law changes that were recently passed effect 2013 and future years, … Continue reading

Posted in Uncategorized | Tagged , , , , , , , | Leave a comment

TMTW #122 – Year-end Tax Planning

Tax and Money Tip of the Week: Year-end Tax Planning | December 19, 2012 | No. 122 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

Posted in Uncategorized | Tagged , , , , | Leave a comment

TMTW #114 – Good Communications is Key to Lowering Taxes

  Tax and Money Tip of the Week: Good Communication is Key to Lowering Your Taxes October 17, 2012 | No. 1134 After over 30 years in the tax business, we continue to find that solid accounting and good communication with … Continue reading

Posted in Uncategorized | Tagged , , , , , , | Leave a comment

TMTW #108 – Time Running Out for Large Gifts

Tax and Money Tip of the Week Time Running Out for Large Gifts in 2012 | September 6th, 2012 | No. 108 Currently, the exemptions for federal gift tax, estate tax, and generation-skipping transfer (GST) tax are at historic highs, and the … Continue reading

Posted in Uncategorized | Tagged , , , , , | Leave a comment