January 29
Article Highlights: Past changes to child tax credit Senators and their opinions on what should happen in 2022 Owing funds Advance credit payments Le...
January 19
We look into the customer service and staffing issues at the IRS Highlights of the article: Are you in for a long tax season? Avoiding delays in proce...
January 7
Article Highlights: Compensation Requirements Spousal IRA Traditional or Roth IRA? Maximum Contribution As a result of the COVID-19 pandemic, millio...
December 7
Article Highlights: Planning for a Child’s Post-Secondary Education Tax-Advantaged Plans Tax-Free Earnings Coverdell Accounts Qualified Tuition Pl...
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 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 ...
November 6
Many things have changed recently, including Academy Award nominations (which have dropped), mortgage rates (which have risen), and the effective tax ...
November 3
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 ...
October 28
It's the last full week of tax season, and our Charlotte office is bustling! But, yes, I am still pausing to write to you, my buddy. There's a lot of ...
October 12
Here in Charlotte, we are currently fully immersed in our tax "off season." But, surprisingly, this is where we can genuinely make a difference on beh...