How Does A Non-Working Spouse Qualify for Spousal IRAs?

Article Highlights:   Compensation Requirements Spousal IRA Traditional or Roth IRA? Maximum Contribution As a result of the COVID-19 pandemic, millio...

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...

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...

3 Reasons Why More Charlotte Families Are Not Planning Their Estates

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 ...

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 ...

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 ...

Breakdown of Sara F Gonzalez's Tax Extension

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 ...

Financial Health Check For Families & Individuals On A 12-Point Scale

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...

3+ Reasons Why Charlotte Taxpayers Need To File An Amended Return

So, there you have it. You made it happen. We got it through the tax season without a hitch. Every year, I feel a great weight lift off my shoulders w...

For Charlotte's Millennials, Here's How To Manage Their Money.

Let me tell you something... May is starting to resemble December in appearance. Not because it's cold outside, but because there's so much "end of sc...