Retirement planning

2015 Planning Issues for Individuals

Overlooked tax issues With the end of each year there are issues to be considered which vary with each individual’s circumstance.   Some overlooked issues are listed below. Retirement Distributions:  The requirement to take minimum distributions from retirement accounts begins the year a taxpayer reaches the age of 70½. This first distribution may be delayed but no […]

Have Questions? We’re Here All Year!

Many clients see their CPAs at tax time, when the main focus is on completing and filing their tax return. As a result, they may not take the opportunity to ask questions about long-term tax planning or about other important financial concerns. The good news is that we are available to you all year. We […]

Year-end Letter

Click here to read our Year-end letter that outlines the various tax issues to take into consideration before December 31. Please contact our office with any questions or concerns. Go back to our website

Inherit Cash, not Chaos

A part of our role as trusted advisors is to help our individual and business clients become aware and understand important tax changes and how it may directly affect them. In an effort to meet this commitment, the firm held two seminars this week titled, “Inherit Cash, not Chaos.” The firm partners gave presentations on […]


Our firm is proud to invite clients & friends to our Seminar on organizing your financial assets, the Affordable Healthcare Act and changes coming in 2013. We are offering two seminar locations: Monday November 26, 2012 in Burgaw, NC 3:00-5:00pm and Tuesday November 27, 2012 3:00-5:00pm at the Executive Development Center in Wilmington, NC. Please […]

Tax Planning – We’re here all year!

Tax planning should be an important of your financial decision making throughout the year, not just at tax time. Please do not hesitate to contact us if you have any questions regarding your planning decisions. We can help with retirement planning, business consulting, college savings plans and so much more. All of these choices can […]

Making those important decisions

Did you know that our firm also provides individual and business consulting services? We can help you make the important decisions such as buying/selling a business, planning for retirement, estate planning, etc. For a more comprehensive list of our services, please visit our website