Individual Retirement Accounts Benefit From But Carefully Manage the Tax Deferral

For many families, an individual retirement account can be their largest investment asset and in many situations will be the primary source of income during… Read More…

Short-Term Rental Taxes: Know what you owe before you rent your property.

It’s summer, which hopefully means you are bound for the beach or other destination soon. If so, my guess is that you spent at least… Read More…

Charlotte, NC a “Best” Place to Start a Small Business (but here’s where you should start one)

If you live in the Queen City and are looking to launch your own business, I have good news for you. Charlotte was just ranked as one… Read More…

Beware of This Email: The boss email scam that could cost your company thousands.

Here’s a new nightmare for the small business owner: You come back from lunch and afternoon meetings to find thousands of dollars missing from your… Read More…

Complicated Nonresident State Income Tax Laws May Soon Be Obsolete

Do you travel across state lines for work? You might owe nonresident state income tax if you do. Most states technically require tax payments when… Read More…

Mergers and Acquisitions: Basics for Small Business.

Mergers and acquisitions. What does that mean to you? Do you picture big city investment bankers and corporate raiders, Fortune 500 companies, hostile negotiations, confusing… Read More…

Latest Healthcare Bill Dead in Senate. What Happens Next?

Last night, Senators Mike Lee (R-UT) and Jerry Moran (R-KS) announced they would oppose a motion to proceed on the latest healthcare bill, joining a… Read More…

Everything You Never Knew About Willpower (and how to increase it)

Remember your New Year’s resolutions? How are they coming along now that half the year has passed? Perhaps you promised yourself you’d eat better, get… Read More…

5 Personal Tax Moves to Make This Summer

Yesterday, I discussed 5 mid-year tax moves you should make for your business. Today, we move to your personal return. Yep, summer is an equally… Read More…

5 Business Tax Moves to Make This Summer

Accountants are so fun. While everyone else is at the pool and dreaming of vacations, we’re here getting excited over mid-year tax planning.  Just six… Read More…