New FLSA Overtime Rules Take Effect on Dec. 1st

UPDATE, NOVEMBER 22, 2016 On Tuesday, November 22, 2016, a federal judge blocked implementation of the Obama Administration rule increasing the salary threshold for avoiding overtime from pay of $455/week to pay of $913/week.  With the transition in administrations currently in process, the future of this rule is clearly in...

Jennifer Hankinson

Staff Accountant   (919) 872-1260   (919) 516-9162 – Direct   Download my vCard.

Is Your Company’s Retirement Plan Operating Properly?

Does your Company offer a retirement plan?  If so, there are multiple ways a plan can fail administratively.  Sometimes these errors can be self-corrected and other times the IRS/DOL imposes fines on the Plan Sponsor to correct the plan errors.  If the errors are significant enough, the plan could be...

New Sales Tax Rules

Major changes in North Carolina Sales and Use tax rules become effective March 1, 2016 as the North Carolina sales and use tax begins to apply to certain repair services and service contracts.  The North Carolina Department of Revenue (NCDOR) has been busy during February issuing Directives and Notices to...

Roth IRA Opportunities

Dear Friends, As I sit in the office on a rainy Saturday, it seems like an appropriate time to consider putting into practice the proverbial phrase, “When life gives you lemons, make lemonade”. Those who are watching noticed that the stock market took another tumble this week (although it did...

Nancy Bourne

CPA and Senior Tax Associate   (919) 872-1260   Direct – (919) 516-9071   Download my vCard.   Link up with me.

Gina Massaro

Administrative Assistant   (919) 872-1260   (919) 516-9841 – Direct Download my vCard.   Link up with me.

Erin Stanaland

Attorney and Senior Tax Associate   (919) 872-1260   (919) 670-5047 – Direct   Link up with me.   Download my vCard.

Individual Tax Planning and Preparation

  It’s never too early or too late to start planning for the long-term future. Families struggle to achieve the lifestyle of their dreams because they lack a specific financial strategy or an understanding of the disciplines necessary for success. People overpay taxes every year because they don’t know about many...