Blog
The Why & How of Business Referrals for Research Triangle Owners
Firstly, before I jump into what business referrals could mean for your Research Triangle business, I wanted you to see this. Even though I don’t normally talk about tax stuff … the explosion of shady flim-flammers gaming the Employee Retention Credit and...
Understanding the Gift Tax and Estate Tax
Reading emails sent by the IRS isn’t exactly keep-you-up-at-night fare.But there’s something about reading about scammers that I find oddly satisfying.And they (the IRS) has continued to send out mass warnings in their “Dirty Dozen” series, shedding light on the shady...
What Research Triangle Employers Should Know About Employee Satisfaction
It happened: Silicon Valley Bank sold. Well, at least part of it. The bank’s deposits, loans, and 17 branches — scheduled to reopen today — were snagged by First Citizens BancShares, a Raleigh-based bank. (About $90 billion of assets still remain with the Federal...
How a Continuous Audit Helps Your Research Triangle Business
My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...
Crowdfunding Campaigns: Barton’s Tax Thoughts
Spring is officially here — hello daylight past 7 pm and enjoying the sun a little bit after work, too. And that makes everyone happier.And as tax season rolls along here, we’ve been meeting with a bunch of Research Triangle clients, submitting returns, and helping...
My Research Triangle Small Business Health Quiz (Part 2)
Last week, I began asking you a series of questions about your business. Hopefully those have had some time to percolate in the business-owner-guru-strategist side of your brain. I'd like you to thoughtfully consider the new questions I'm raising today. Please do...
Considerations for Choosing a Research Triangle Tax Advocate
There has been a lot of market noise about Silicon Valley Bank (SVB). When a huge bank (#16 in the country) is taken over by the feds, it’s worth at least a mention.But here’s my quick take:Unless you are a CFO of a startup or you actually live in the Silicon Valley...
Audit-Ready Basics for Research Triangle Filers
About 43 days left in “tax season.”That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022.My team and I have obviously been taking care of this for our Research Triangle clients, marking...
My Research Triangle Small Business Health Quiz (Part 1)
Something a little different for you today. A quiz you’ll actually find useful (unlike all those BuzzFeed ones about which vegetable are you most like). Taking a minute to examine your small business’s health this time of year will help shape how you reach for your...
