March-April 2015 Issue

March/April 2015

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Business Spotlight on Wendy Cassera & her business Taxpectation’s, it is tax season are you prepared?  Local Calendar of Events, Coupons, & Attractions  Featured article on Arlie Garden’s

Wendy Cassera and her company Taxpectations will be entering a 5th year of tax services in the Grand Strand. Wendy is very passionate about what she does and it is obvious when she begins speaking about taxes and finances.

When I ask Wendy what exactly she does her answer is always: "I help entrepreneurs who are struggling with their finances to find simple and easy ways to manage and understand their finances, so that they can make more money". That sounds good to me and it should to all business owners that need help in these confusing tax times.

The point is that once your monthly bookkeeping is done (and yes, Taxpectations offers that service as well), you ask yourself, now what? You have a profit and loss in front of you stating how much money you made and how much you spent, but what do you do with that information? That is a question that Wendy loves to help people figure out the answer to based on their industry, their goals, AND their personality and lifestyle. She says "Yes, you can live a champagne lifestyle on beer money".

The Tax Code is now about four million words, nearly as long as seven versions of War and Peace or the novel version of Les Miserables and just under four times the number of words in all of the Harry Potter books put together. -FORBES MAGAZINE

For this reason, it is important when dealing with taxes, that you find a tax professional that keeps up with the constant changes.

Remember, that quote is only for the federal tax code. You still have to worry about the state returns.

Wendy Cassera

Search Area Property For Sale www.MyrtleBeachRealEstateSearch.com

843-267-1414 Nathan Neagles - Dockside Realty 415 79th Ave. N. Myrtle Beach, SC 29572

Monitor Your Homes Value www.MyrtleBeachMarketValue.com

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7066 HWY 90 Suite D Summerfield Plaza, Longs, SC 29568 (2 blocks south of Bistro 90)

843-504-5198 Hours: Thur. - Fri. 10am-6pm Sat.- 10am-2pm

Sweet Coupon $1.00 off $5.00 purchase $3.00 off $10.00 purchase

www.edwardjones.com

These 3 tax-smart moves Could help you pay less in taxes next year . . .

Feeling like you paid too much in taxes this year?

It’s not too early to make a difference for next tax season.

Here are three tax-saving investment strategies that may help you keep more of what you’ve earned: 1. Consider tax-free municipal bonds1 for federally tax-free investment income.

2. Contribute to a traditional IRA or 401(k) to lower your taxable income.

3. Contribute or gift to a 529 college savings plan for children or grandchildren.

Let’s work together to find tax-smart strategies that fit your needs.

1 Municipal bonds are exempt from federal income taxes but may be subject to state and local taxes, as well as the Alternative Minimum Tax (AMT). 2 Contributions may be eligible for a state tax deduction or credit in certain states for those residents. If a distribution is taken but is not used for a qualified expense, the portion of the distribution representing earnings is subject to ordinary income tax and a 10% federal penalty. Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. You should consult with a qualified tax specialist or legal advisor for professional advice on your situation.

Kristy M French Financial Advisor 412 Main St. North Myrtle Beach, SC 29582

843-280-0025

Continued from Page 3

Wendy prides herself on keeping up with all the latest on the subject of taxes and finance. In December 2014, she passed the new AFSP certification exam given by the IRS. This certification will allow her to be listed by the IRS on their register listing on the IRS.Gov website. Additionally, Wendy is gaining continuing education credits required to continue to be an ERO (electronic return originator). Wendy is also attending all the classes and seminars that will enable her to easily incorporate all of the Affordable Health care stuff into your return this year.

SHOUTMB: How long have you been in the accounting field?

Wendy: I took my first job in accounting at the young age of 14. Since then I have obtained 5 degrees and many certifications. Including the new AFRS certification from the IRS. This test is not only about really knowing the tax world but it also requires me to pass a stringent background check and be bonded to be sure I am a well prepared tax accountant.

SHOUTMB: Where are you originally from?

Wendy: I grew up in California but the last 25 years I have lived in 13 states.

SHOUTMB: What brought you to Myrtle Beach?

Wendy: I love the beach and the ocean. In April 2009, I came to Myrtle Beach on vacation and loved the area.

SHOUTMB: What makes Taxpectations different from other accounting firms?

Wendy: Pride on getting to know clients and customizing the services to meet their specific needs and personalities.

SHOUTMB: What made you choose accounting and tax preparation?

Wendy: I love taxes!! FUNNY.. When I was 14 and saw my father stressing over taxes and I would invariably wind up doing the family taxes for that year.

SHOUTMB: What kind of client is your favorite?

Wendy: I like taking the mess from an individual or company and making organized money from it.

SHOUTMB: What do you read to keep up-to-date?

Wendy: Entrepreneur and Forbes magazines are my favorites. Also the IRS distributes emails that really help me to stay super-current.

SHOUTMB: What do you do on your rare days off?

Wendy: Movies, housework and read, read, read.

In short, Taxpectations offers Bookkeeping, Accounting, and all Tax Services including complex issues, back taxes, individual, business and non-profit. Taxpectations prides itself on taking your shoebox (in whatever form that is) and turning it into a tool that you can use to make your business grow!! So if you are swimming in piles of receipts and paperwork, Call them now!

To schedule a free consultation, contact Wendy at wendy@taxpectations.com or (843) 877-5347 to make an appointment. Mention that you found her here and get 10% off your first service.

Romantic Curtained Booths for that Special Evening!

Happy Hour EVERYDAY from

Code: ShoutMB

(Call for more information)

March 17th- St. Patrick’s Day Party We are celebrating St. Patty’s Day in a BIG way! Share in the Irish spirit by wearing a bit O’ green on St. Patrick’s Day. There will be party favors, live entertainment and just some plain old fun!!! Party starts at 4pm.

April 5th- Easter Sunday we will be open from 12:00pm9:00pm The Easter Bunny will be stopping by our place for a couple of hours to put smiles on children’s faces and eggs in their basket while you have dinner!

May 2nd- Third Annual Kentucky Derby

Buy One Get One

March 12th- Caribbean Night 6pm

Up to $15 Expires: April 30, 2015

(843) 361-2000 Special Events!

Castano’s Italian Steakhouse

Come enjoy our Entertainment 4 Nights a Week!

Friday Night is prime rib night & every evening a fresh catch of the day!

Cannot combine. Beverages, Sushi, Happy Hour, Lounge Menu, & Holidays excluded

Located at Barefoot Landing on the Water!

I help entrepreneurs who are struggling with their finances to find simple and easy ways to manage and understand their finances, so that they can make more money.

Wendy Cassera wendy@taxpectations.com (843) 877-5347

Call now for a FREE consultation!

Mention that you found her here and get 10% off your first service. 



Tax Services  Monthly Bookkeeping Services Consultations

March & April 2015 March 5th-7th- “Rent” Musical Drama at the Theatre of the Republic 7:30pm March 7th- BFF Pink Ribbon Run 5k/10k at Barefoot Resort 8am March 7th- Spring Tour of Homes 10am-4pm at Simeon B. Chapin Art Museum March 7th- Remember when oldies Fest at La Belle Amie Vineyard 399-9463 March 8th- Daylight Savings set clocks forward 1 hr March 10th- BLING Networking Meet Up at Joes Crab Shack Barefoot Landing at 5:30pm March 10th- Free Legal Clinic at Chapin Memorial Library 6:30pm March 12th- Castano’s Caribbean Night 6pm March14th- St. Patrick’s Day Kilt Run at Dead Dog Saloon 8:25am March 14th- St. Patrick’s Day Parade on Main St. NMB 9am March 14th-15th St. Patrick’s Day Festival in Downtown Myrtle Beach 11am-11pm March 14th-22nd- Canadian-American Days Festival along the Grand Strand March 17th- Free Concert Symphonic Band at Broadway at the Beach 4pm March 18th- The Big Sweep help keep Myrtle Beach Clean ! Call for more info 843-918-1055 March 18th- Grand Strand Professionals Business Networking 8-9am grandstrandprofessionals.com March 19th- Run to the Sun Car & Truck Show at the former Myrtle Square Mall Lot March 21st- Classic Car Cruise In at Boardwalk Coffee House Barefoot Landing 11am-2pm March 21st- Local Brews Local Grooves at the House of Blues March 21st- Art & Wine Walk at Barefoot Landing 12pm-9pm March 23rd- Bistro 90 is Hosting a Newton Family Vineyard 5 Course Wine Dinner 843-390-5151 March 28th- Run for the Shelter 5k & 1 Mile Walk at the NMB Sports Complex 9am March 30th- Spring Break for Horry County Schools until April 6th

April 3rd- Winter Senior Dance at the Base Recreation Center April 4th-Fireworks at Broadway at the Beach 9pm April 4th- Easter Egg Hunt at Mclean Park 10am-12pm April 4th- Breakfast with the Easter Bunny at the Hard Rock Café 9am-10:30am April 4th-Dog Day on the Deck of the House of Blues to benefit the Humane Society April 5th- Bistro 90 will be open on Easter 12pm-7pm Call for Reservations 843-390-5151 April 5th- Castano’s Restaurant will be open from 12pm-9pm with the Easter Bunny!

April 9th- Fireworks following the Pelicans Game April 12th- Diva Half Marathon & 5k April 14th- Free Legal Clinic at Chapin Memorial Library 6:30pm April 17th-18th- Earth Day at the House of Blues Farm to Table Menu and 4 lives bands April 18th- Relay for Life at Broadway at the Beach 12pm April 18th- Fireworks at Broadway at the Beach 8pm April 22nd- Myrtle’s Market RE OPENS 9am-6pm April 23rd- An Artist’s Journey at the Simeon B. Chapin Art Museum April 25th- Paddle for Pets at Barefoot landing 12am Build your own boat and race down the waterway to raises money for the NMB Humane Society

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This Report is for educational purposes only and never to be considered for sales or solicitation purpose or content for any investment or instrument. PALM TREE HOLDINGS, LLC or any affiliate is not a U.S. Securities Dealer or Broker or U.S. Investment Adviser, Attorney, Tax Specialist, or CPA. We are Consultants only and make no warranties or representations as to the buyer, seller, investor, and/or lender. All parties are advised to seek the council of the appropriate professional authority prior to making any transactions. By requesting this Report, You hereby acknowledge this disclaimer.

through end of April

Easter Special

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Women’s sexual health & wellness educator

703-927-5188

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Follow Me To Barefoot & Beyond!

Sold Properties New Pending Properties 2713 Clearwater Bay  3904 Bay Pines Listing $317,500

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Unit 421, The Woodlands, Barefoot

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4262 Oak Street Little River

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Safe Home MB

Let us make sure your home is safe while you are away!

Some of the things that we do:        

Check for operation of heating and cooling systems, depending on the time of year Check for vandalism, theft, storm damage and animal intrusion Collect mail, newspapers and fliers tossed on property or left hanging on doors Verify contractor services such as lawn mowing Check ceilings for leaks Check interior and exterior lighting Flush toilets and run all faucets Check to insure all doors and windows are secure

Licensed, Bonded,

Tom Thill

800.771.6720

Fax: 866.546.1558 SafeHomeMB@aol.com And Insured!

SafeHomeMB.com

Arlie Gardens Just 60 miles north of Myrtle Beach is an awesome day trip that any age can enjoy.

Airlie Gardens lies just outside the city of Wilmington on the Bradley Creek. I visited on a cool sunny day in September and found the grounds to be well kept and beautiful If you choose to walk the whole area, it's about 2 miles plus any off-path excursions you may encounter. A convenient shuttle service is constantly circling the grounds to pick up patrons and bring them to any of the attractive areas contained within the grounds.

Airlie continues to amaze visitors with a unique combination of gardens, wildlife, historic structures, and walking trails.

The grounds are home to many really cool and unique sculptures placed along the pathways. I stopped for an especially long rest with a view of the Bradley Creek under an old oak tree. There are lakes, a house made of bottles, an old-time chapel and sectioned gardens that really round-out the experience.

Patrons can pack a lunch and picnic at their choice of many benches and tables offered for use. This is really a perfect spot to have an intimate picnic and enjoy the fresh air and natural beauty of the area. For residents of the grand strand looking for a change of scenery and pace this is the perfect getaway for the day. Afterwards, you can enjoy the downtown section of Wilmington which is only Airlie Gardens Open 9am - 5pm, 7 Days March through December 300 Airlie Road Wilmington, NC 28403

Reservations 843.390.5151 7209 SC HWY 90 Longs, SC 29568

www.bistro90.com

Where Fine Dining and Exceptional Service meets Affordable Prices and a Relaxed, Casual Atmosphere.

ALL USDA Prime, Dry Aged, Steaks & Chops

Myrtle Beach Mall & Tanger 17!

www.waggintailsnmb.com Now offering grooming six days a week in a safe, clean, and caring atmosphere to please our pets. We have great prices on a large selection of pet supplies for all your feathered, fluffy, finned and four legged friends. So stop by Waggin’ Tails and see what all the buzz is about!!

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FREE PRETZEL with the purchase of pretzel & drink Valid at Myrtle Beach Mall & Tanger 17 locations Only.

Not valid with any other offers.

Expires April 30, 2015

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4017 Hwy. 17 South ◦ N. Myrtle Beach ◦ (843) 663-1620 ◦ Located in the shopping center behind Jersey Mike’s in Windy Hill ◦

Barefoot Landing 843-281-0736 Broadway at the Beach 843-445-7910 www.facebook.com/silvershackmb

10% Coupon!

Sterling Silver Jewelry From Around the World!

4808 BRAMBLEWOOD DR. MYRTLE BEACH, SC 29579 Local Postal Customer

shoutmb@gmail.com

(732) 804-6842

4830 Hwy 17 South North Myrtle Beach, SC 29582

843.427.7397 Open Everyday At 7:30AM

FREE COOKIE With the purchase of any large coffee!

A Quality Paint Repair Solution

Michael Jones Headlight Repair Before & After $35

843-655-6787  Scratches  Chips  Dings  Bumpers  Headlight Repair  Small Body Work

Expires April 30, 2015