Category Archives: Tax Planning
Getting Off On The Right Foot in 2012
A look at some financial changes & the opportunities they may present. Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute an additional $5,500 to [...]
Estate Plans’ Cloudy Times
This post is actually an article written by Epic Capital’s Managing Director, Edward Doughty, CFP® that was featured in the Charlotte Business Journal’s December 5th 2011 issue. Here is the article as it appeared, and in it’s entirety: The Congressional Joint Select Committee on Deficit Reduction (the Super Committee) failed at its task of finding $1.2 trillion in [...]
Year-end Tax Planning: 10 Things to Keep in Mind
The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there’s still time to affect your bottom line for the current tax year. With that in mind, here are 10 things to consider as the curtain closes on 2011. 1. Deferring [...]
Greetings from Charlotte, North Carolina
Greetings from Charlotte, North Carolina, and Welcome to Epic Capital’s first ever “Epic Insights” blog post! We will keep this post short, as we are simply excited to take this blog site live, but please know that we will be adding much more content in the days, and weeks to come. Ever since Epic Capital [...]
