Wise Wealth
Thoughts To Start Your Week - 4.22.2024 |
Now that we have filed our 2023 returns or extensions, we will examine some tax benefits available for the taking, starting with the Electric Vehicle (EV) Credit as passed in August 2022. Also includes weekly economic insights from our investment managers. |
Thoughts To Start Your Week - 4.15.2024 |
Hooray for Tax Day! It is our honor to address you on this most important day. Also includes weekly economic insights from our investment managers. |
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. |
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. |
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.
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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.
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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.
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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."
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