Conservation easement

Understanding Conservation Easements

If you own or have inherited some undeveloped land, you might be wondering what to do with it. The most common options are to: Keep it and hope it appreciates (especially in an area with a lot of urban expansion)…

Capital Gains

Will I Owe Tax on the Sale of My Home?

When income is earned, generally some amount of tax will be due. Income can come in the form of wages, rental income, interest, dividends, and many others. Most taxpayers will also be presented with another form of income at least…

Is Your Financial Plan Pet Proof?

If you’re wondering who this cute little puppy is, his name is Samson, and this photo was taken at the vet about an hour after he jumped out of my car window. Don’t worry, after a few weeks of crate…

Is rental real estate right for you?

Is Rental Real Estate Right for You? 

Rental real estate is hot right now, especially in the Triangle area. Over the past two years, I’ve had many of my clients ask about rental real estate and whether it could be a good avenue to pursue to diversify…

Does Your Child Need to File a Tax Return?

Does Your Child Need to File a Tax Return?

Being about a month before the tax filing deadline of April 18th, millions of Americans are either preparing, filing, or extending their returns now. For many of those with children who either turned 16 and started working part-time or are…

Will I Qualify for the Electric Vehicle Tax Credit?

The Inflation Reduction Act, passed in August 2022, brought with it a significant investment into clean energy, and numerous changes to the preexisting electric vehicle tax credit. While the tax credit of up to $7,500 remains available, new qualifications and…

I’ve Been Laid Off. What Should I Do?

Throughout 2022 and into 2023, many companies, including ones in North Carolina and the Research Triangle Park (RTP) area, have had layoffs or have announced that layoffs are coming. Companies from Lenovo, Amazon, Meta (Facebook) to Zillow, Cisco, and Google….

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors