Posts by James Upton
The entire state of NC was granted disaster relief due to Helene. This should qualify taxpayers to take retirement distributions up to $22,000 under the SECURE Act with no 10% penalty from 9/25/24-03/25/25.
Oracle Advisors, The Confab Group, Decimals, Balanced, Trusted Partners, I’ve seen variations of these. I’ve considered a rebrand but it’s not happened yet.
A friend gave me this for my birthday. It’s beyond accurate.
The first time I try to be proactive and design systems to show I’m on top of everything and then this happens. Oh well!
Just got the first “You lied to me” email about BOI. Client requested a refund due to the fact this was no longer required
It’s a lack of systems and common sense mostly. Also they need to acknowledge their issues and have a better penalty relief system. Even NC has online portals for filing almost everything now!
Hey world, I’m here! Will be riding the fence for a while but glad to be in the Sky!