Insights

Five Years Later, Tax Lessons Learned

Five years ago, as the year 2009 dawned, investors weren’t celebrating. The broad stock market had crashed, many other asset classes had fallen as well, and pessimism had spread throughout the world. As 2014 begins, investors’ spirits are brighter. Major stock market...

Year-End Tax Planning for Donations

Charitable contributions historically have provided tax benefits, and that may be especially true in 2013. Those contributions reduce your taxable income, which may keep you from moving into a higher tax bracket. Moreover, 2013 has been a rewarding year for investors,...

Summary of NC Tax Law Changes

The North Carolina Department of Revenue recently added a resource document that provides a brief summary of the tax law changes made by prior General Assemblies that take effect for tax year 2013, as well as changes made by the 2013 General Assembly, regardless of...