Tax Tips

Year End Planning

So, did you get everything done that you had on your list at the beginning of the year?  Hopefully “Yes” for vacations and other fun stuff, and hopefully “Yes” for important stuff, like checking your life insurance needs or refinancing your mortgage.  Most likely, if you reviewed a list of what you wanted to do over the […]

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Will your 2010 tax return mess up your 2011 Charlotte Home Purchase?

With the last minute tax legislation that passed in December of 2010, the IRS won’t be ready to accept some tax returns until Mid-February.  For some home buyers in Charlotte, this could mess up their plans to buy a house in the Spring of 2011. According to a recent article in the Wall Street Journal, […]

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A Tax Saving Tip for the end of the year

Looking for an extra 2010 tax deduction? Consider making your January mortgage payment a few days early.

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