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…

10 Tax Issues To Address Before End of 2019

It hit me like a ton of bricks the other day: 2019 is almost over. With just over 100 days left in the year, it’s…

Section 1202: The little-known tax rule that could save you big money when you sell your business.

A little-known tax provision dubbed Section 1202, which we’ve covered before, is getting a lot of attention these days thanks to the Tax Cuts and…

NC House Bill Could Change How Restaurants, Bars Purchase Alcohol

Could North Carolina’s ABC stores soon be a thing of the past? A bipartisan measure is making waves in NC, as it would dismantle the…

IRS Ramping Up Enforcement of ACA

A caution to business owners to not rest too easy on the Affordable Care Act (ACA/Obamacare): The IRS seems to be suddenly intensifying efforts to…

Investing in Opportunity Zones: The Top 5 Incentives

I came across a great article this week (subscription required) in the Charlotte Business Journal that discussed the different ways the City of Charlotte is…

How To Spend 529 College Funds

In about a month, our kids will head back to school. For some parents, that means new lunchboxes and character backpacks. For the more seasoned…

Supreme Court Issues Ruling on Taxation of Trusts

The Supreme Court issued a huge win for trusts last month, ruling that a trust beneficiary’s residence is not sufficient on its own for a…

How To Select The Right Entity Structure

Selecting an entity structure is one of the most important decisions you’ll make for your company. The decision will impact how much you pay in…