Norton Collar Lund Lilly, PLLC is pleased to announce Robert Maxell “Max” Lanning's promotion to Partner effective January 1, 2024.
“Max began his professional career with the firm in 2014. He is a tremendous asset to the firm and the community,” said Managing Partner Jon Lund, CPA. “We look forward to the many ways he will pursue his positive impact with clients, our team, and the profession.”
Our Professional Accounting and Tax Services Include:
- Tax Management Services
- Assurance and Advisory Services
- Estate and Trust Planning and Tax Preparation
- QuickBooks Accounting Help and Assistance
- Entity Selection and Restructuring
- Computer Consulting
- Employee Benefits, Pension, and Profit-Sharing Plans
- Financial Projections and Forecasts
- Debt and Finance Advising
What Our Clients Are Saying
RALEIGH ACCOUNTING AND TAX NEWS:
Summer is a good time to take stock of how your small business is doing this year and consider options for reducing your 2024 federal income tax bill. Thankfully, it appears there won’t be any significant unfavorable federal tax changes that will take effect next year. If that’s an accurate prediction, the 2024 tax planning environment […]
Important Things to Know about 529 College Savings Account Withdrawals
Have you set up Section 529 college savings plans for your children or grandchildren? The major advantage of 529 plans is that qualified withdrawals are always federal-income-tax-free and usually state-income-tax-free. But there can be limitations on withdrawal rights and not all 529 withdrawals are tax-free, even in years when significant college costs are incurred. Here’s what you should know […]
How Catch-Up Contributions Can Bolster Retirement Savings
If you’re age 50 or older, you can make extra “catch-up” contributions to certain types of retirement accounts. Many people fail to capitalize on this opportunity because they haven’t looked at the significant impact these extra contributions can have on their retirement-age wealth. If you’re worried that you won’t have enough money saved to be […]