Blog
The Clock’s Ticking on the Tax Cuts and Jobs Act
Just like that, June is in full swing, and we find ourselves in that early-summer stretch where Research Triangle schools are on break and our minds are on vacation before our bodies.I say, enjoy the summer slow. It has its place in a healthy life calendar — to rest...
New FinCEN Reporting Requirements for Research Triangle Businesses (Part 2)
Memorial Day doesn’t always mean rest for the small business owner — depending on what kind of industry you’re in.There’s often a lot of hustle around national holidays (special promotions, big sales, holiday weekend shopping). And debt ceiling deals to make,...
SECURE Act 2.0: RMD Changes & More for Research Triangle Savers
The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...
Navigating Bank Failures in Your Research Triangle Business Right Now
Memorial Day is next week. The unofficial start of summer.I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills....
Your Research Triangle Tax Friend’s Thoughts on Navigating a Banking Crisis
Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional...
Bank Failure Lessons Research Triangle People Should Learn
Urgency is a tyrant. Especially when things go awry related to your money. You’re motivated to defend it with an iron grip … even at the expense of your overall state of mind.That’s how the banking “crisis” has a lot of people feeling right now. If you’re...
How the Bank Crisis Affects Research Triangle Business Owners
Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog.But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of...
Your Research Triangle Guide to This Aspect of Digital Estate Planning
Despite its flash-bang struggles the past year, cryptocurrency is still an investment a lot of Research Triangle people are willing to make right now, albeit tentatively… and with good reason. The dissolution of FTX and the volatility of the banking world as a...
Barton’s Best Practices for Terminating an Employee
We’ve all got a bit of FOMO about FOMC’s (Federal Open Market Committee’s) big meeting this week, waiting to see if yet another interest rate hike will be coming. Most indicators say likely.Since March 2022, there have been NINE such increases to interest rates...








