January 2013 Posts

  • 3 Asset Protection Tips for 2013

    As North Carolina business owners and other taxpayers adjust to the effects of the 2012 American Tax Payer Relief Act, they are starting to focus on asset protection strategies at the same time as minimizing taxes to the fullest extent possible....
  • Statutory Forms vs. Five Wishes: Health Care Documents in NC

    North Carolina health care directives and powers of attorney are required in order for another person to make decisions about an individual’s medical or financial matters. ...
  • What the Fiscal Cliff Deal Means for Retirement Accounts

    The fiscal cliff deal has not only affected income and estate taxes, but it has also changed how retirement rollovers are handled....
  • What Was Approved in the Fiscal Cliff?

    Taking every last minute available in 2012 and then some, yesterday Congress approved a bill that will reduce the nation’s deficit by raising taxes for high income earners. ...
  • 2013 Estate and Gift Tax Exemption Set at $5.25M

    Just over a week since tax legislation changes were made in the last-minute fiscal cliff deal, the Internal Revenue Service has confirmed the 2013 applicable exclusion amount (gift and estate tax exemption) will be $5.25 million....