06/12/2026
Summer is a season for educational growth, not a slowdown.
SEE BEYOND THE NUMBERS We are a full-service firm licensed in NC. We are affordable, experienced, and friendly.
We offer a broad range of services for business owners, executives, and independent professionals.
06/12/2026
Summer is a season for educational growth, not a slowdown.
A recent federal court decision could open the door for refunds of certain IRS penalties and interest assessed during the pandemic. Learn who may qualify and why July 10, 2026 matters.
05/13/2026
The U.S. penny is being phased out. Learn how rounding, pricing strategy, and payment trends could impact your business—and what to do now.
What the End of the Penny Means for Businesses and Consumers
05/13/2026
Self-awareness is your greatest advantage.
If you invested in a Qualified Opportunity Fund (QOF) using deferred capital gains, pay attention: the law requires that deferred gains be included in income no later than December 31, 2026. That deadline is real, unavoidable unless Congress or the IRS provides relief, and it can mean a large, unexpected tax bill even if your fund hasn’t paid you a dime.
05/12/2026
Smart investing can come with even smarter tax benefits.
Section 529 plans are a powerful financial tool designed to encourage saving for future education costs in a tax-advantaged manner.
05/11/2026
Show up and do the work—success often hides there.
A former NBA executive was sentenced for embezzling millions. Here’s what the case reveals about internal controls and business risk.
05/08/2026
Timely themes = easy engagement wins.
| Monday | 9am - 9pm |
| Tuesday | 9am - 9pm |
| Wednesday | 9am - 9pm |
| Thursday | 9am - 9pm |
| Friday | 9am - 9pm |
| Saturday | 9am - 9pm |