Wise Wealth


Thoughts To Start Your Week - 4.8.2024

We offer a few last-minute reminders and tips as the tax filing countdown is on. 

Also includes weekly economic insights from our investment managers. 

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Thoughts To Start Your Week - 4.1.2024

We have discussed before the importance of having receipts to justify amounts claimed on our Form 1040s for deductions or credits. Here, we revisit the topic and points of focus.

Also includes weekly economic insights from our investment managers. 

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Thoughts To Start Your Week - 3.25.2024
Tax time is here! Do not dread the experience...learn from it!

Also includes weekly economic insights from our investment managers. 

2023 Tax Return Audit Avoidance Tips
As we prepare for our annual exercise culminating with filing on Monday, April 15, 2024, let us review some tips and traps on the Audit Avoidance journey.

2023 Year-End Tax-Effective Giving
Persistent inflation and high interest rates have driven up the costs of operating the charity of your choice. Taking an efficient, tax-smart approach to maximizing donor impact and benefit is of ultimate importance in 2023. In this article, John Slayton, Managing Director - First Carolina Wealth, offers a few smart considerations for your charitable giving.

A Day in the Life of a Corporate Fiduciary
John Slayton, Managing Director - First Carolina Wealth, provides "a peek behind the fiduciary curtain at the workings of First Carolina Wealth."