March 2024

  Here is what the firm has been up to since our last newsletter. Conferences / Seminars / Events: We wrapped up a busy Spring Recruiting season with two trips to UNC-Greensboro on April 8th for a Beta Alpha Psi meeting and April 22 for an...

  Here is what the firm has been up to since our last newsletter. New Hires:  Trent Herndon joined on February 7th as a Business Advisory Senior Associate Noah Tessau & Roger Lewis joined on February 12th as Seasonal Tax Administrative Associates Terri Knotts...

Baby Boomers – the largest generation in America by the numbers – are approaching their golden years. This means that many are beginning to look ahead to a healthy and secure retirement as they put their years in the workforce behind them. One of the...

One fundamental financial practice that often gets overlooked, yet holds immense importance, is the separation of personal and business finances. By maintaining distinct bank accounts and credit cards for business transactions, small business owners can streamline bookkeeping processes, ensure accurate expense tracking, and foster clarity...

Whether you just started using QuickBooks to manage your small business in 2024 or you have been muddling along for years with unanswered questions, diving into financial software can feel like swimming through uncharted territory. Your business's financial health depends on accurate bookkeeping and seamless...

If you would like to donate artwork to an eligible charitable organization, you might be able to take a deduction on your tax return. However, the rules are complex. There are different requirements for different values, and there are scams you want to avoid that...

The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate anonymity is enabling money laundering, terrorism and drug trafficking. As part of the 2021 Corporate Transparency Act (CTA), certain companies are now required to report...