Please note that we no longer have our Southpark location.  Our Charlotte office is located in South End on Camden Road.

Income Taxation of Out-Of-State Trusts

March 21, 2019 By Leave a Comment

The U.S. Supreme Court will soon hear the case of North Carolina Department of Revenue v. the Kimberley Rice Kaestner 1992 Family Trust. The question… Read More…

Filed Under: Estate, Succession, and Exit Planning, Legislation, Ideas & Planning, Personal Finance, Tax Legislation, Tax Planning

Employer Tax Credit For Paid Family Medical Leave

September 27, 2018 By 2 Comments

If you’re an employer who provides paid family and medical leave to employees, listen up. You may qualify for a new tax credit. The IRS… Read More…

Filed Under: Tax Legislation