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
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 ...

Adam shay blk 52015121549 61219103751
Ico insights

INSIGHTS

SPONSORS' CONTENT
Drewsmith copiersplus headshot

Embrace The Decade Ahead With Updated Printing Procedures

Drew Smith - Copiers Plus
Alexandra

Holidays And Homework

Alexandra Lysik - Cavik Insurance
Aaeaaqaaaaaaaaidaaaajdhiztrkodm0lte2yjetngrkmy1hotrmltawmdvlmwqyztmymw

Put Happy In The New Year

Diane Durance - UNCW Center for Innovation and Entrepreneurship

Trending News

Local Firm To Be Considered For Redevelopment Of Government Center

Cece Nunn - Jan 15, 2020

Cape Fear Industrial Complex Sells For More Than $8M

Christina Haley O'Neal - Jan 16, 2020

Developers Plan Modern Industrial Building In Pender

Christina Haley O'Neal - Jan 15, 2020

Finalists Announced For Commercial Real Estate Awards

Cece Nunn - Jan 17, 2020

22 North Works With Local Chef To Rebrand Restaurant

Jessica Maurer - Jan 15, 2020

In The Current Issue

MADE: Driven To Expand Business

South Atlantic Services is a Wilmington-headquartered contract manufacturing and packaging company that makes automotive and industrial cool...


The Most Fitting Trends Take Shape

The top fitness trends have been named by the American College of Sports Medicine, and they can be seen in the Wilmington area....


Startups To Watch In 2020

As technology becomes increasingly more embedded into our everyday lives, some Wilmington startups are on the rise....

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

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