Tax
Top 5 States for Dynasty Trusts
Dynasty trusts in North Carolina offer creditor and asset protection for future generations while at the same time legally bypassing certain taxes….
North Carolina Back Tax Scam
Last week the North Carolina Department of Revenue released a warning in response to reports of back income tax collection scams. Anchor…
Tax Tips for Charity Travel
Do you travel for charity? You may not be taking advantage of the many tax breaks that the federal government offers for…
Tax Tips for Charity Travel
Do you travel for charity? You may not be taking advantage of the many tax breaks that the federal government offers for…
What You Need to Know About Life Insurance and Annuity Changes
A growing number of Veterans Affairs life insurance policy holders are being unpleasantly surprised by undisclosed terms in their policies that are…
Kids in College? North Carolina Income Tax Changes for Parents
Parents are allowed to take a federal and state income tax deduction for each dependent child. However, North Carolina proposed Senate Bill 667 (Equalizer…
5 Final Hour Tax Filing Errors
Taxpayers make preventable mistakes every year that cause delays with their tax return processing. Knowing what these mistakes are may help you…
North Carolina’s Estate Tax: Dying Out?
Most of the country’s attention has been on federal estate tax changes made by theAmerican Taxpayer Relief Act of 2012. Little focus…
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…
Tennessee Estate Planning: Tax Exemption Changes in 2012, 2013 and After
Although this is the North Carolina Estate Planning Blog, much of what I blog about applies to folks all over the country….
