For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

How To Get Out of IRS Debt Fast: 6 Key Steps

Often, when you're faced with IRS debt, there are other nasty little financial problems out there that can tend to crop up. I have to tell you though, as I sat down to write this strategy note, it made me think about some clients that I've worked with over the years...

All Things PPP For Businesses in Charlotte

We are knee deep in tax forms with the 3/15 deadline looming for corps.On top of that, of course, Congress continues to throw new things our way. The House passed the "American Rescue Plan" and there are stimulus-ish things to pay attention to.One provision of note...

A Checklist For Charlotte Business Owners’ For 2020 Personal Income Taxes

So, last week I ran through the (rather incredible) selection of NEW and/or extended tax credits available for Charlotte business owners.That's just the tip of the iceberg though.But this is the great thing about working with business owners in tax strategy ... we can...

Struggling Charlotte Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Charlotte clients and friends what I think the markets will do, and the only thing I can...

Strategizing Your Charlotte Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Charlotte business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

Three Easy Ways for Charlotte Business Owners to Develop Delegation Skills

The corporation deadline for Charlotte businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much about...

Should Your Charlotte Business Consider Returning The PPP Loan?

There has been a lot of recent chatter about the PPP money, who got it, who didn't, and even if some Charlotte companies should pay it back.Well, I have some thoughts on this for you today, but ultimately, you will have to be the one who makes this decision.It's an...

An Important PPP Loan Update For Charlotte Business Owners

There's both good news (for some) and bad news (for many) as we round the corner into December.And I'm not talking about our culture, or politics, or sports, or anything like that.I'm talking about TAXES.I'll start with the good news. This is applicable to some of my...

How To Eliminate Bad Business Debt In Your Charlotte Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your Charlotte business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our Charlotte business clients also have us handle their...

Five Financial and Tax Strategies For Charlotte Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Charlotte person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is more...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!