Blog
Collecting Payment the Smart Way in Your Research Triangle Business
Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...
Protecting Research Triangle People from IRS Scams
Here we are ... already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More...
Anticipating First-Year Expenses When Opening a Research Triangle Business
It’s February and love is in the air. (So are taxes. And Super Bowls.)Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those sweetheart menus for their in-love diners. And if you’re one of the...
Should Research Triangle Filers Use DIY Tax Filing Software?
Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock...
Billy Barton-Accountant Wants to Know: Got a Business Exit Strategy?
The big day is almost here. The Super Bowl. And maybe you’re not paying attention because you don’t really care about football, but here’s why you should…The weeks leading up to the Super Bowl — and of course, the event itself — mean big money for not only the...
How Research Triangle Filers Can Prepare for an IRS Audit
First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me.The TurboTax campaign (“Don’t...
Learn the Lingo
Avoid misunderstanding. Avoid confusion. Be a boss and bookmark this one for future reference. Balance Sheet: A report that documents your company’s financial position. Think of the formula as ALE, or Assets = Liabilities + Equity. Costs of Goods Sold: Direct costs...
1031 Strategy Stacking with David Foster
Description: Join David Foster & Mark Perlberg CPA as we discussed how to align different 1031 Exchange strategies with your business/investment goals and tax strategies. Together with Dave Foster, Founder and CEO of The 1031 Investor, we shared the many different...
Being an entrepreneur is hard. Being a mom is even harder.
But the hardest of all.....ding, ding, you guess it! Being BOTH! Let’s say you started a candy-making biz. You probably assumed that you would spend all day making candy. What many of us did not realize was that we would also be spending a lot of time doing marketing,...
