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   Nbourne@stancilcpa.com   (919) 872-1260   Direct – (919) 516-9071   Download my vCard.

Gina Massaro

Administrative Assistant   Gmassaro@stancilcpa.com   (919) 872-1260   (919) 516-9841 – Direct   Link up with me.

Erin Stanaland

Attorney and Senior Tax Associate   EStanaland@stancilcpa.com   (919) 872-1260   (919) 670-5047 – Direct   Link up with me.

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...

Succession Planning

  Transferring business ownership can be a complex process. Whether you plan to pass on your business to your children or to someone else, succession planning can require years of effort to groom and prepare the successor to take the helm. Business owners often underestimate the time required for a...

Governance and Accounting Oversight

  Businesses that withstand the test of time, weathering good seasons and bad, share one common characteristic. They consistently improve in the fundamental areas that make them great. Governance lies at the root of organizational discipline. Small businesses often fail because they operate at the mercy of one leader’s personality....