Please note that our Southpark location is merging with our Southend location. The Southpark location’s last day is May 17th.

What Your Tax Return Is Secretly Telling You

Tax season officially ended on April 15th. Celebrate we did, and the office is admittedly quiet this week and last as our team regroups and… Read More…

Income Taxation of Out-Of-State Trusts

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…

Live and Work Abroad Using Federal Tax Savings – FEIE

If you’ve ever desired to live and work abroad, federal tax savings could help you do it. Welcome to the digital age, where fast internet… Read More…

More Generous Tax Break for Medical Expenses

Detailing the changes in tax law made by the Tax Cuts and Jobs Act is one thing, but now that tax season is in full… Read More…

Save Your Gas Receipts, South Carolina (and check out these other tax savings effective January 1)

When the clock struck midnight New Year’s Day, a new South Carolina gas tax credit went into effect. The Palmetto State officially began allowing state… Read More…

Tax Benefits for Hurricane or Storm Damage

If you suffered damage to a primary residence or resort property from the recent East Coast hurricanes, you may be eligible for some income tax… Read More…

The Best Places to Retire

As I was scrolling through social media the other day, I saw an article on the “Best Places to Retire” in 2017. I see these… Read More…

3 Ways to Boost Your Retirement Savings This Week

With just 74 days until Christmas morning (no kidding), your mind now might be more focused on spending than saving. But mid-October is actually a… Read More…

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…