Skip Navigation First Carolina Wealth Blog BUSINESS PERSONAL WEALTH ABOUT Search LOGIN FCW OVERVIEW WHAT WE DO BETTER FCW TEAM CIC PARTNERSHIP First Carolina Wealth Blog 2019 Year-End Tax Considerations [ Part 3 ] In our last two pieces we discussed the TCJA from the “Good” and the “Bad” aspects. Now we delve into the “Ugly” -- how we apply these disparate rule changes resulting from the TCJA in our year-end planning. Click Here To Read The Full Article. 2019 Year-End Tax Considerations [ Part 2 ] As promised last time, today we will discuss the flip side to last time’s tax benefits. Remember that most of these provisions “sunset” and go away in 2026. Click Here To Read The Full Article. 2019 Year-End Tax Considerations [ Part 1 ] To plan for 2019 year-end tax preparation, we must first revisit the passage of the Tax Cuts and Jobs Act (“TCJA”) on December 22, 2017, making significant changes for income and transfer taxes between 2018 and 2025 (when the changes sunset and reverse). TCJA was billed as the largest tax cut in history. While C corporations received a healthy rate cut, down to 21%, TCJA effects on individuals were significantly more mixed in nature. Many individuals shared the author’s experience of paying higher tax rates on similar income after applying the new provisions. Click Here To Read The Full Article. Asset management services offered through Capital Investment Advisory Services, LLC, a SEC-registered Investment Adviser. Securities offered through Capital Investment Brokerage, Inc., or Capital Investment Group, Inc., Members FINRA/SIPC 100 E. Six Forks Road, Suite 200; Raleigh, NC 27609 (919) 831-2370 FINRA BrokerCheck Notice: About Our Relationships with Capital Investment Brokerage, Inc. and Capital Investment Group, Inc.: Capital Investment Brokerage, Inc. and Capital Investment Group, Inc. (hereinafter referred to as "Capital Investment") entered into an agreement with First Carolina Bank to provide services at First Carolina Bank locations. Registered Representatives, independent contractors and employees of Capital Investment are not associates of First Carolina Bank, nor do they sell or otherwise represent bank products. Non-deposit investment and insurance products and services that are offered by Capital Investment and/or related agencies are: NOT INSURED BY THE FDIC NOT DEPOSITS IN OR OBLIGATIONS OF FIRST CAROLINA BANK NOT GUARANTEED BY FIRST CAROLINA BANK SUBJECT TO RISK, INCLUDING THE POSSIBLE LOSS OF INVESTMENT PRINCIPAL LOCATE US Find the First Carolina Bank location that is closest to you! FIND A FIRST CAROLINA BANK CALCULATORS FORMS CAREERS TESTIMONIALS Privacy Policy Security Terms of Use Twitter Facebook LinkedIn Google+ ©2021 First Carolina Bank. Verified: Nov 28, 2021