Learn Along

The holidays are fully upon us, and I’ll have more to say along those lines next week. But, as is usually the case, there are many tax and regulatory things to handle before EOY, and I want to keep you abreast of all those things whether you’re one of my Research...

One of the trends of recent years has been a rise in multi-generational living. Whether it's for economic or health reasons, when Mom and Dad or other, older members of the family move in, there are important things to keep in mind as it relates to maintaining your...

It's a good idea to take your internal temperature and do whatever you need to do to get to a place of focus, amidst all of the national and global distractions that continue ad infinitum. Many of our Research Triangle, NC clients are under enormous pressure for one...

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your Research Triangle, NC "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For Research Triangle, NC...

For many Research Triangle, NC individuals, families, and businesses, it can seem that the government has simply been throwing money around and not paying attention to what is done with it, or collecting what is due. But if you believe that the IRS won't come hunting...

The unfortunate reality is that if you have an unfiled tax return -- even if you don't owe any taxes that year -- there can be problems. And, that is obviously the case if you do happen to owe taxes. Not only can the federal government stir up trouble for you, but...

As the old joke goes, the only two guarantees in life are death and taxes. In these updates, I obviously spend a lot of time talking about taxes. But the other part of that axiom is a subject that most people don’t want to talk about, let alone actively plan for. But...

Every year, the IRS charges tax debtors a boatload of penalties (and it's enough to have you screaming for penalty relief). Just how much? If you’re a Research Triangle, NC resident and you owe taxes, you should definitely take a look... To put this in perspective,...

Stress. Anxiety. Unease. Worry. And a pinch of aggravation just to round it all out. No, I'm not talking about the next federal tax deadline. Or am I? For millions of Americans every year (including all of us Research Triangle, NC folks), the tax filing deadline...