Caroline Montgomery, CPA (NC License Number 39017), MSA, is tax manager and partner of Adam Shay CPA, PLLC. The most rewarding part of what she does is helping business owners and individuals achieve their goals, all while workin
This information is current as of December 28th, 2020. On Monday December 21st, 2020, Congress passed the Consolidated Appropriations Act of 2021. President Trump signed the bill into ...
This information is current as of November 18th, 2020. Update, November 18, 2020: We have been closely monitoring legislative action and SBA guidance. Late Wednesday evening 11/18/2020, th ...
We have received questions about when people should apply for PPP Forgiveness and whether forgiveness applications are being processed. As with everything in our world, that answer begins with “ ...
This Insights article was contributed by Chris Massey, CPA (NC License Number 39147), a tax manager at Adam Shay CPA, PLLC. Early Chinese navigators may have been the first to use compasses to dete ...
This Insights article was contributed by Natalie Addy, CFE at Adam Shay CPA, PLLC. The IRS began mailing their backlog of letters and notices to taxpayers in the agency’s steps to retur ...
This Insights article was contributed by Chris Massey, CPA (NC License Number 39147), a tax manager at Adam Shay CPA, PLLC. It has been a wild ride the past few years for Wilmingtonians and N ...
This Insights article was contributed by Chris Massey, CPA (NC License Number 39147), a tax manager at Adam Shay CPA, PLLC. With the recent nCino initial public offering and stock market surg ...
This article is current as of 6/8/20. The SBA has indicated that there will be constant, ongoing updates. An update to the Paycheck Protection Program (PPP) has been made via the Paycheck Protect ...
This article is current as of 5/20/20. The SBA has indicated that there will be constant, ongoing updates. Many businesses have been fortunate enough to receive funds via the Paycheck Protection Pr ...
This Insights article was contributed by Rachel Gillilan, CPA/CFF (NC License Number 41419), an associate at Adam Shay CPA, PLLC. This information is current as of 4/21/2020. 1. Economic I ...
It is our goal to help businesses survive this economic storm and for them to come out stronger on the other side. There has been a ton of content pushed out about the Family First Coronavirus Respons ...
The world has been turned upside down in the past few weeks. It’s really had an impact on businesses, employees, and personal finances. Our goal during this time is to keep people up-to-date wit ...
We believe that entrepreneurship is the future of the Cape Fear Region and are highly supportive of efforts to promote and expand it. As a result, we often have the opportunity to talk to people that ...
It is human nature to procrastinate things that we fear, don’t understand, or don’t like. For many people, income taxes meet those criteria. They often wait until the last minute even thou ...
On December 21, 2019 President Trump signed into law a spending bill that included good news for taxpayers in Southeastern NC. The spending bill included retroactive major disaster related tax relief ...
This Insights article was contributed by Richard Pasquantonio, CPA/CFF, CFE, CDFA (NC License Number 33577), an associate at Adam Shay CPA, PLLC. S corporation (S Corp) taxation is a popular elect ...
This Insights article was contributed by Chris Massey, CPA (NC License Number 39147), a tax manager at Adam Shay CPA, PLLC. Early Chinese navigators may have been the first to use compasses t ...
Growing a business is tough — there are a lot of moving parts and information coming at you. All too often, we come across situations where people have made decisions without knowing their true ...
This article was contributed by Natalie Addy, a fraud and forensic accountant at Adam Shay CPA, PLLC. The latest storm has come and gone, and home and business owners are left dealing with the afte ...
The world moves fast — and you always need to be moving several steps faster. As an entrepreneur in today’s world, everything moves at a quick pace. Does your financial data? Unfortunately ...
Most people are familiar with the Affordable Care Act (ACA) and the requirement to have health insurance or else be penalized on income tax returns. It’s certainly been a pain point over the las ...
Recently, the IRS has made a PR push to let cryptocurrency traders know that letters are being sent to warn them to review the rules about tax reporting of cryptocurrency transactions. There are ...
This Insights article was contributed by Chris Massey, CPA (NC License Number 39147), a senior team member at Adam Shay CPA, PLLC. Taxes have long been used to achieve certain societal goals, or at ...
Being an entrepreneur is tough. As a trusted advisor to entrepreneurs, we see that all too often when we meet with a new potential client. Some common entrepreneurial frustrations that can be addresse ...
A question that accountants often get is “If I’m showing that much income, where did it all go?” This question highlights the issue of not having a formalized budget in place (amongs ...
When officials rolled out Hive MLS, a rebranded version of the former N.C. Regional Multiple Listing Service, they said Hive comes with new...
Lannin Braddock, owner and founder of The Braddock Group, shares her picks for podcasts, book recommendations and favorite apps....
The idea for the Beach Mule, an electric beach cart, came to company owner and founder Will Parker while on the Bald Head Island ferry....
The 2024 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.