2025 Last Minute Year End Tax Strategies for your Stock Portfolio

Posted on December 16, 2025 by taxblogger

Your stock market portfolio can represent a little gold mine of opportunities to reduce your 2025 income taxes when you take advantage of the tax code’s offset game. The tax code contains the basic rules for this game, and once you know the rules, you can apply the correct strategies. In addition to saving taxes with the game of offset, you can also avoid paying taxes on stock appreciation by gifting stock to charity, your parents, and your children who are not subject to the kiddie tax.
Click Here to read a detailed article regarding this.

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Employee Spotlight: Welcome Janet Carlson!

Posted on December 9, 2025 by taxblogger

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Tax and Money Tip this Week: TMTW #481- New IRS Rules for Inherited IRAs in 2025—What You Need to Know

Posted on March 4, 2025 by taxblogger

A great article on new IRS rules regarding IRAs taking effect in 2025 from the Bradford Tax institute.

Click here to read the article

Questions or Comments?

You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA, CFP®
…until next week.

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Tax and Money Tip this Week: TMTW #480 – March 15th Deadline

Posted on February 26, 2025 by taxblogger

March 15, 2025 is the deadline for S Corporations, Partnerships and LLC Federal returns to be filed.
 
We request that you provide your information to us by March 1, 2025 in order to file by that deadline; if not, we will prepare an automatic extension of time for you to file your returns by September 15, 2025.

Questions or Comments

You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA, CFP®
…until next week.

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Tax and Money Tip of the Week: The White House’s 2025 Tax Plans 

Posted on February 19, 2025 by taxblogger

With a new administration there are bound to be questions regarding tax rules and regulations. This article from First Citizens Bank describes the buzz on Capitol Hill that includes extending Tax Cuts and Jobs Act of 2017 (TCJA), eliminating taxes on Social Security, introducing caregiver tax credit, and more.

Click here to read a detailed article regarding these changes by First Citizens Bank.

Questions or Comments?

You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

Mark Vitek, CPA, CFP®
…until next week.

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Employee Spotlight: Welcome Susan Puryear!

Posted on February 18, 2025 by taxblogger

Please join us in welcoming Susan Puryear to Mark Vitek CPA, P.A. She joins our team as an Office Manager with over eight years of administrative experience in public accounting. She is a North Carolina native, originally from Roxboro, and an Alumna from Peace College.

She will be at the front to welcome you and assist you with your accounting needs.

If you would like to introduce yourself and welcome Susan, feel free to send an email to: Susan@markvitekcpa.com  

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Employee Spotlight: Welcome Matt Goings! 

Posted on February 18, 2025 by taxblogger

Please join us in welcoming Matt Goings to Mark Vitek CPA, P.A. Matt returns to our team full-time as a Senior Staff Accountant (was formerly an intern with our CPA firm). He is an Alumni from North Carolina State University with a degree in Accounting Information Systems and has an MBA from the University of North Carolina at Pembroke. 

Matt is married to his wife, Daryl, for 8 years and has a 2 year old son, Marshall, and had a beautiful baby girl, Carter, on Monday!

He will be working on our tax and accounting team with Dave, Janice, Nicole, and myself to continue to help provide excellent service to our successful business and individual clients.

If you would like to introduce yourself and welcome Matt, feel free to send an email to: Matt@markvitekcpa.com

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TMTW #479 – April 15th Deadline

Posted on March 6, 2023 by taxblogger

Tip of the Month | March 6, 2023 

In order for us to get all client’s tax returns completed by April 15th in a quality fashion, we request all clients drop off or mail us all of their information by March 17, 2023. Otherwise, we will do our best, but we cannot guarantee completion of tax returns without extending the returns to October 18, 2023.

Please note that our office is closing at 6:00 pm on Friday, April 14th and will not reopen until 9:00 am on Wednesday, April 19th. 


Thank you for your help!

Mark Vitek, CPA, CFP®
…until next month.

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

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Tax and Money Tip of September

Posted on September 8, 2022 by taxblogger

Tip of the Month | September 8, 2022 

Our Tax and Money Tip is back!


TMTW will be published once per month to all our clients, business associates, and friends of the firm.
In this September edition, we are pleased to announce the hiring and permanent addition of Nicole Karwowski as a Staff Accountant of our CPA Firm.
Nicole has been working with our firm for over 2 tax seasons as an intern and is a December 2021 graduate of Meredith College.
She will be working full-time on our tax and accounting team with Dave, Janice and myself to continue to help provide excellent service to our successful business and individual clients.

Welcome Nicole!


Best wishes to all,

Mark Vitek, CPA, CFP®
…until next month.

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit our web site. We look forward to hearing from you.

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#478 – Correction

Posted on March 25, 2020 by taxblogger

Due to IRS Notice 2020-18 and the postponement of the April 15th deadline to July 15, 2020, no Federal or NC extensions are necessary on April 15, 2020.

Please call me if you should have any questions.

Questions or Comments?
You can add comments on the blog, call 919-847-2981, or visit
our web site. We look forward to hearing from you.

Mark Vitek, CPA/PFS, CFP®
…until next week.

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