December 5
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...
November 18
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...
November 15
A Certified Public Accountant's Four Keys to Financial Independence “You will never do anything in this world without courage. It is the greatest qual...
November 14
As you may know, “Labor Day” started in the late 1800s, at the time of seven-day workweeks with 12-hour days, when our country was in the throes of th...
November 14
It appears that the world is becoming increasingly technologically saturated. It's truly falling out of the sky (watch out, rocket boosters). Because ...
November 13
With the 3/15 deadline nearing for corporations, we're knee-deep in tax filings. On top of that, Congress keeps throwing fresh challenges our way. The...
November 12
With the tax deadline approaching, I thought I'd check in today to give you some tips on how to avoid getting into trouble this tax season. And, well,...
November 12
Our culture is filled with anxiety and angst these days. Recent catastrophic incidents, as well as a general sense of disjointedness in our culture, h...
November 9
Tax season has finally arrived, and I am both excited and little terrified. I'm terrified since the IRS has been severely behind the eight ball this y...
November 8
We are totally absorbed in our tax preparation process now that the Winter Olympics are over. We've been grateful for the chance to reconnect with so ...