Tag: Tax Planning

THE INCREDIBLE SHRINKING TAX REFUND

  Many are waking up to a new reality: The shrinking tax refund. News reports, articles and internet postings are bemoaning lower refunds after filing taxes this year. As you may know this is the result of a number of factors with the new tax laws. Although the standard deduction is higher for singles and […]

FINAL PREPARATIONS FOR THE HOLIDAYS

Enjoy these days of final preparation for your holidays. In the midst of all the bustle see the beauty all around you. This year’s snow created a wonderland, unusual for North Carolina and something to behold. When temperatures dip think of those who keep you warm with their kindness and generosity and who are there […]

THE TAX MAZE: MEALS AND ENTERTAINMENT DEDUCTIONS

The tax changes for 2018 impact meals and entertainment. You may want to get help to steer through the tax maze. Although some details are still unclear, many are well-defined. You will want to check with a professional to be sure. You might want to review a few of the guidelines for the new laws: […]

HIDDEN TAX OBSTACLES IN YOUR PORTFOLIO?

The leaves are beginning to change and fall from the trees. There’s a nip in the air and the sweltering days of summer appear to be behind us. With these changes it may be time to look at your investments. That might include making adjustments to avoid the hidden tax obstacles in your portfolio. We […]

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