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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
Jul 23, 2020

The Incentive Stock Option Tax Trap

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 ...

Financial
Jun 8, 2020

Paycheck Protection Forgiveness Just Got A Lot Easier

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 ...

Financial
May 20, 2020

PPP Forgiveness - What You Need To Know

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 ...

Financial
Apr 22, 2020

COVID-19 Disaster Assistance Programs

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 ...

Financial
Mar 31, 2020

Businesses Need To Take Coronavirus Action Today

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 ...

Financial
Mar 19, 2020

The Coronavirus - Business And Personal Finances

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 ...

Financial
Feb 24, 2020

So You Want To Start A Business

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 ...

Financial
Feb 11, 2020

Don't Procrastinate - How Waiting To File Your Taxes Can Hurt You

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 ...

Financial
Jan 1, 2020

Found Money: Tax Extenders And Disaster Relief

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 ...

Financial
Dec 23, 2019

The S Corporation: The Evolution Of Self-Employment Taxes And The Reasonable Salary

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 ...

Financial
Nov 15, 2019

KPIs: Finding Your True North

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 ...

Financial
Oct 15, 2019

Up-to-Date and Accurate Books: A Key Component of Business Decisions

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 ...

Financial
Sep 27, 2019

When the Storm Passes

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 ...

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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