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Caroline Montgomery

Tax Manager, Partner, Adam Shay CPA, PLLC
BIO

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  

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Financial
Sep 17, 2019

Why You Need Timely Financial Data

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 ...

Financial
Sep 1, 2019

Are You Still Paying Tax Penalties for Not Having Health Insurance?

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 ...

Financial
Aug 16, 2019

Trade Crypto Currency? Chances Are The IRS Knows About It

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 ...

Financial
Aug 2, 2019

Charitable Donations After Tax Reform

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 ...

Financial
Jul 15, 2019

Business Owner Frustrations

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 ...

Financial
Jun 12, 2019

Business Budgeting

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 ...

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In The Current Issue

Downtown Apartment Units On The Rise

Developers and city officials say the demand exists for the supply that’s coming to the Port City’s popular downtown area....


One Chef, 3 Restaurants At Roudabush

Farm-to-table expert and San Francisco transplant Erin Wiley is the executive chef at not one but three of downtown Wilmington’s most freque...


Museum Bounces Back After Flo Repairs

The Cape Fear Museum of History and Science is fully functional once again, nearly a year after sustaining damages from Hurricane Florence....

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August 26, 2019 Power Breakfast: A Healthy Sale?
WILMA's Leadership Accelerator
2019 WilmingtonBiz Expo Keynote Lunch - CEO, nCino, Pierre Naude`