Carolinemontgomery4
Follow Caroline Linkedin Facebook
Email Caroline Email

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  

...Read Entire BIO
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 ...

Adam shay blk 52015121549 61219103751
Ico insights

INSIGHTS

SPONSORS' CONTENT
Alyce 4 april242017

Instead of Isolation or Institution, a Third Approach to Senior Housing

Alyce Phillips - Old North State Trust LLC
Dave sweyer 300 x 300

Have You Done Your Hurricane Homework?

Dave Sweyer - Sweyer Property Management
Hardy revised

Transforming the CHHS of Today to the CHHS of Tomorrow

Charles Hardy - UNCW College of Health and Human Services

Trending News

Realtor Submits Site Plans For Luxury Condos, Executive Office Center

Cece Nunn - Aug 22, 2019

Firm's Expansion Expected To Lead To New CRO Jobs In Wilmington

Cece Nunn - Aug 22, 2019

SummerFest 19 To Include Street Food Cook-off At Battleship Park

Jessica Maurer - Aug 21, 2019

Timeline In Motion For Castle St. Redevelopment Project

Christina Haley O'Neal - Aug 21, 2019

Drift Coffee  & Kitchen Now Open At Mayfaire 

Jessica Maurer - Aug 21, 2019

In The Current Issue

Measuring Coral Health

Researchers at UNCW have developed an instrument that measures the health of coral reefs, a tool that could be useful for other universities...


ILM Passenger Numbers Trending Up

The number of travelers using the growing Wilmington International Airport has soared each month in 2019 compared to the same month the prev...


A New Leaf: CBD, Hemp Products Lead To New Businesses

Last year's Farm Bill opened the door for hemp farming, producing and selling, and that's translated into numerous new businesses nationwide...

Book On Business

The 2019 WilmingtonBiz: Book on Business is an annual publication showcasing the Wilmington region as a center of business.

Order Your Copy Today!


Galleries

Videos

WILMA's Leadership Accelerator
Power Breakfast - The H Word (June 13, 2019)
2019 WilmingtonBiz Expo Keynote Lunch - CEO, nCino, Pierre Naude`