TMTW #468 – Winners

Tax and Money Tip of the Week:
Winners
January 15, 2020 | No. 468

Winners

“Winners find a way to get things done”.

Thank you for being associated with our firm.

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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TMTW #467 – Five Tips for Tackling Financial Clutter

Tax and Money Tip of the Week:
Five Tips for Tackling Financial Clutter
January 8, 2020 | No. 467

Revisiting a past article from the News & Observer.

5 Tips for Tackling Financial Clutter
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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TMTW #466 – Happy New Year!

Tax and Money Tip of the Week:
Happy New Year!
January 1, 2020 | No. 466

Wishing you and
your family a
Happy New Year!

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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TMTW #465 – Happy Holidays!

Tax and Money Tip of the Week:
Happy Holidays!
December 25, 2019 | No. 465

Wishing you and your family a
Happy Holiday!
 

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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TMTW #464 – Last Minute Year End Tax Strategies for Your Stock Portfolio

Tax and Money Tip of the Week:
2019 Last Minute Year End Tax Strategies for Your Stock Portfolio
December 18, 2019 | No. 464

Your stock market portfolio can represent a little gold mine of opportunities to reduce your 2019 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.

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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TMTW #463 – How to Deduct Assisted Living and Nursing Home Bills

Tax and Money Tip of the Week:
How to Deduct Assisted Living and Nursing Home Bills
December 11, 2019 | No. 463

Assisted living and nursing home expenses can quickly deplete your income and savings. One way to minimize their financial hit is being able to deduct them as medical expenses on your tax return. We’ll explain when you can do this.
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/PFS, CFP®
…until next week.

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TMTW #462 – Year End Count Down

Tax and Money Tip of the Week:
Year End Count Down
December 4, 2019 | No. 462

The countdown to year end has begun.  Our clients need to be thinking about their 2019 tax situations as your withholding may not be sufficient under the new tax laws and you may owe money with your tax returns unknowingly. There is still time to employ some tax-savvy moves that could potentially decrease this year’s bill.  Tax reform legislation has changed the rules of the game, so it’s important to discuss end-of-year strategies with your tax advisor as soon as possible.

If you would like to schedule an appointment to find out potential tax saving opportunities and prevent a potential unpleasant surprise when we prepare your tax return next spring, please contact Mark.

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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