125 N. Lakeshore Drive, Suite 9, Lake Junaluska, NC 28745

The Boring Tax Guy

Your go-to blog for all things tax and tax law. Written by an experienced tax professional, this resource offers tax tips, practical advice, and insightful stories, and tax-savings strategies tailored to help you navigate the often complex world of taxes.
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Deducting Disaster Losses

A question many Haywood County residents will be asking this tax season is whether a deduction is permissible for disaster losses. Today’s discussion will primarily be for individuals with losses to a primary residence and

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…but you’re not a CPA!

There are many different credentials among tax and financial professionals, and even for a professional office like ours, the variety of credentials can get confusing. The CPA license is the most common among tax and

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How Is Cryptocurrency Taxed?

Cryptocurrency is gaining more widespread acceptance as an alternative form of payment and transfer of assets. The question that invariably arises is how will cryptocurrency be taxed? The tax landscape is most likely subject to

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Correcting a TIAA RMD Rollover

A client came recently with a TIAA 403(b) and traditional IRA seeking help correcting a TIAA RMD rollover mistake. For a number of years, the client had been able to roll taxable distributions from TIAA

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Premium Tax Credit Case: Part 1

R. Joseph Ritter Jr. CFP® EA discusses the ongoing saga of a premium tax credit case which involved mistakes by the Marketplace. #premiumtaxcredits #AffordableCareAct #marketplace #taxtips

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Coaching for Startup Businesses

R. Joseph Ritter Jr. CFP® EA reviews the 2020 tax season after working with micro and small business startups. In this short coaching video, he discusses some basic tips for making your business venture profitable.

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