SECURE Act Likely To Become Law: How it affects your retirement.

After months of sitting in the Senate, the SECURE Act, which we warned back in June could end “stretch IRAs” and potentially end profit-sharing plans…

Final Thoughts on Opportunity Zone Investing in 2019

Investment in Opportunity Zones in Charlotte and across the nation is in full swing as investors rush to get capital gains invested into Qualified Opportunity…

3 Last Minute Tax Strategies For Small Business

The end of the year is officially upon us, and that means there are just a few weeks left to take proactive steps to lower…

This New Financial Scam Could Land You In Hot Water

We often think of it as “an old person problem”, but being duped by a money scam can happen to anyone. And, in some cases,…

Claiming Casualty Losses After Tax Reform

The southeast coast is no stranger to hurricanes, and this year was no different. Cat-5 Hurricane Dorian made landfall in the Bahamas and eventually made…

New Internet Sales Tax Rules In Effect

Remote sellers and marketplace facilitators, listen up. New internet sales tax rules for online sellers kicked on October 1, 2019, and more than 40 states…

Tax Benefits of Rental Property

Over the past few years, we’ve seen a huge uptick in the number of clients renting out their homes (or second homes) as vacation rentals.…

What The New Overtime Regulations Mean for Your Business

It’s been a 4-year discussion that we’ve tracked extensively, and now we finally have some answers: New overtime rules will go into effect January 1,…

Moving From a High-Tax State To a Low-Tax State

If you’re planning on moving from a high-tax state to a low-tax state, you’re not alone. Data on interstate migration shows Americans are moving away…

How To Save For Retirement AND Grow Your Business

Let me cut right to the chase: Selling a business is not a retirement plan. Yet, too often, it’s the only plan business owners seem…