Individual Due Dates in December 2021

December 1 - Time for Year-End Tax Planning December is the time to do any last-minute tasks that may have an impact on your tax return in 2021. Call ...

Business Due Dates in December 2021

Request that employees who will have different withholding allowances in 2022 to fill out a new Form W4 or Form W4(SP).  December 15 - Social Security...

Do You Use Custom Fields in QuickBooks? Should You Be?

QuickBooks' popularity stems from the fact that the software can be used by a wide range of businesses, from pet stores to landscaping companies to co...

Are You Intimidated By Accounting? All You Need Are Five Simple Steps.

You probably concentrated on the items or services you were offering, as well as your excellent customer service and marketing skills, when you decide...

Compass Real Estate: Every Step of the Way, A Bold Industry Leader

You'd be excused if you've never heard of Robert Reffkin, but you're almost certainly familiar with his work. Reffkin was reared by a single mother wh...

How Technology Afforded Restaurants the Chance to Survive and Thrive During the Pandemic

Restaurants and other hospitality businesses were among the hardest hit during the pandemic, and even as infection and hospitalization rates have decr...

Tax Advantages to Consider When Saving for College

Article Highlights: Planning for a Child’s Post-Secondary Education  Tax-Advantaged Plans  Tax-Free Earnings  Coverdell Accounts  Qualified Tuition Pl...

The House Passed the Build Back Better Act; Fate of the Bill Now Rests With the Senate

Article Highlights: Build Back Better Act  Senate is Next  Summary of Certain Provisions Included in the House Version  Notable Provisions That Are Ab...

Before Year-End, Consider These 10 Tax-Saving Strategies

Article Highlights: Taking a Closer Look at Tax Strategies Tax Credits for Education Converting a Traditional IRA to a Roth IRA is a simple process Mi...

Learn How To Train Your Heart For Good Financial Stewardship.

Working with the finances of my Charlotte clients has given me a crash education in human behavior throughout the years. Many of my clients, even thos...