Beware Criminals Posing as the IRS
Scammers posing as the IRS are making threatening phone calls and using email scams to scare taxpayers. Learn how you can tell the difference between a scam and something legit.
Being Realistic About Your Retirement Age
Building a formal retirement plan around a certain age may cause you to make drastic changes if something goes wrong. Learn how to plan for the unexpected.
Choosing a Successor for Your Family Business
If your retirement is approaching, it’s time to consider who you may choose as a successor. It can be a daunting decision because of the amount of trust that you are placing in the person you choose. If you run a family business, it is important to separate your opinions as a family member from […]
4 Steps to Improve Profitability
For a company, stagnant or declining profits are obvious indicators that trouble is on the horizon, but even if profits are rising, there is always room for improvement. Here are a few steps you can take to get on the road to improved profitability.
North Carolina Annual Reports Change
Effective January 1, 2018, North Carolina annual reports must be filed directly with the Secretary of State. Prior to 2018, North Carolina corporate annual reports could be attached to the income tax return. Payment of the annual report fee now has to be sent to the NC Secretary of State rather than the NC Department of Revenue.
401(k) Planning Increased Limits in 2018
There have been some changes to the retirement plan contribution limits for 2018. These changes allow for higher contributions and we encourage you to take advantage.
An Unexpected Gift to an Ex-Spouse
There are a lot of issues to deal with in the case of divorce. One item that can be overlooked is designated beneficiaries. It’s extremely important in case of remarriage, either as a result of divorce or a death of a spouse.