The 2021 Tax Preparation Checklist from Kohari & Gonzalez PLLC

Many things have changed recently, including Academy Award nominations (which have dropped), mortgage rates (which have risen), and the effective tax ...

Your Charlotte Company Should Have Learned These Small Business Tips

The return of March Madness this week served as a stark reminder of how much has changed in just a year. The cancellation of this event in 2020, in my...

What Is the Best Savings Account for Retirement?

Traditional IRA A traditional IRA is any IRA that is not a Roth IRA or a SIMPLE IRA. You can set up a traditional IRA if you receive taxable compensat...

Will Social Security and Medicare Benefits Be Available to You When You Retire?

Social Security Full Retirement Age If you were born in 1954 or earlier, you are eligible for full Social Security benefits in 2021. The following cha...

How Do I Create a Retirement Income Plan?

Pension Income Planning An employee nearing retirement may face a dilemma when it comes to choosing his or her pension. Pension options from a defined...

Kohari & Gonzalez PLLC - Can You Be Fired Because Of A Wage Levy?

We're almost to the end of September, which makes me wonder where summer went. The weather is changing, and pumpkin lattes are everywhere... and thing...

3 Business Tax Penalties to Avoid When At All Possible - Sara Gonzalez

With May 17th behind us (albeit it was just another day for people in Texas, Louisiana, and Oklahoma), We're moving our attention to the planning and ...

In Charlotte, smart financial planning is essential.

Today, I'd want to talk about financial freedom in further depth (since I received some great feedback the last time I wrote about it). But before I g...

Six Small Business Aid and Tax Savings Options in Charlotte

My goal for today is to make your choices more straightforward. I wanted to offer you an authoritative, basic breakdown of what the federal government...

Deciding Between Expense Reimbursement and Company Credit Cards.

I'm going to go a little geeky today, if you'll pardon me. You probably didn't aware that there are real advantages and disadvantages to utilising a c...