The Consolidated Appropriations Act, 2021

The Consolidated Appropriations Act, 2021

The Consolidated Appropriations Act, 2021 Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (704) 377-0239 or fill out the form below and we’ll contact you to discuss your specific situation. First Name*...
2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (704) 377-0239 or fill out the form below and we’ll contact you to discuss your specific situation. First Name*...
Donor-Advised Funds: Giving with a Tax Advantage

Donor-Advised Funds: Giving with a Tax Advantage

Donor-Advised Funds: Giving with a Tax Advantage Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (704) 377-0239 or fill out the form below and we’ll contact you to discuss your specific situation. First...
2020 Mid-Year Tax Planning Tips

2020 Mid-Year Tax Planning Tips

2020 Mid-Year Tax Planning Tips Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (704) 377-0239 or fill out the form below and we’ll contact you to discuss your specific situation. First Name* Last Name*...
What the CARES Act means for Individuals

What the CARES Act means for Individuals

What the CARES Act means for Individuals Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (704) 377-0239 or fill out the form below and we’ll contact you to discuss your specific situation. First Name*...