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    Our best thought leadership, relevant news, and tools to help you grow your business.

    Final Thoughts on Opportunity Zone Investing in 2019
    Final Thoughts on Opportunity Zone Investing in 2019
    3 Last Minute Tax Strategies For Small Business
    3 Last Minute Tax Strategies For Small Business
    This New Financial Scam Could Land You In Hot Water
    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, you may not be aware...

    Claiming Casualty Losses After Tax Reform
    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...

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    All Legislation, Ideas & Planning

    Final Thoughts on Opportunity Zone Investing in 2019
    Final Thoughts on Opportunity Zone Investing in 2019

    Investment in Opportunity Zones in Charlotte and across the nation is in full swing as investors...

    3 Last Minute Tax Strategies For Small Business
    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 ...

    This New Financial Scam Could Land You In Hot Water
    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...

    Claiming Casualty Losses After Tax Reform
    Claiming Casualty Losses After Tax Reform

    The southeast coast is no stranger to hurricanes, and this year was no different. Cat-5...

    New Internet Sales Tax Rules In Effect
    New Internet Sales Tax Rules In Effect

    Remote sellers and marketplace facilitators, listen up. New internet sales tax rules for online...

    Tax Benefits of Rental Property
    Tax Benefits of Rental Property

    Over the past few years, we’ve seen a huge uptick in the number of clients renting out their...

    What The New Overtime Regulations Mean for Your Business
    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...

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

    How To Save For Retirement AND Grow Your Business
    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...

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