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    Legislation, Ideas & Planning

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

    7 Federal and State Regulations Business Owners Need To Watch In 2020
    7 Federal and State Regulations Business Owners Need To Watch In 2020
    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

    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 your 2019 tax bill. While...

    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...

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    All Legislation, Ideas & Planning

    7 Federal and State Regulations Business Owners Need To Watch In 2020
    7 Federal and State Regulations Business Owners Need To Watch In 2020

    2020 should be a relatively quiet tax year. While we’ll certainly hear debates over taxes as the...

    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 take...

    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 Hurricane...

    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 homes...

    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 answers:...

    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...

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