TMTW # 484 Happy 4th of July!

Posted on July 1, 2026 by taxblogger

Tax and Money Tip of the Week #484
Happy 4th of July!
July 1st, 2026 

Wishing you and your family a Happy 4th of July!

The United States will celebrate its 250th anniversary on July 4, 2026, marking a historic milestone since the signing of the Declaration of Independence.

Our offices will be closed on Thursday and Friday July 2nd and July 3rd and will reopen on July 6th.


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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Tax and money tip of the week #483 Your HSA – designate a spouse beneficiary to save taxes

Posted on June 24, 2026 by taxblogger

Tax and Money Tip of the Week:
Your HSA – designate a spouse beneficiary to save taxes

June 23, 2026 | No. 483

A great article from Financial Advisor Magazine

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 time.

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Tax and Money Tip of the Week: TMTW #482 Skip the backdoor Roth IRA: Here’s the math for high earners

Posted on June 16, 2026 by taxblogger

Tax and Money Tip of the Week:
Skip the backdoor Roth IRA:
Here’s the math for high earners

June 16, 2026 | No. 482

An article on high-earning taxpayers thinking twice before chasing the backdoor Roth IRA.


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 time.

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Happy New Year!

Posted on December 30, 2025 by taxblogger
Bite-sized, easily digested tips to save taxes and manage your money.

Happy New Year!
 
Wishing you and

 your family a

Happy New Year!


NOTE:  Our office will be closing at 2 PM on Wednesday and will reopen at 9 AM on Monday January 5th. 


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.


About the “Tax & Money Tip of the Week” Series:With the tax code getting more complex every year, and the financial market getting more difficult to navigate and predict, the “Tax & Money Tip of the Week” series is designed to help you stay on top of key changes, but without overwhelming you. The “Tax & Money Tip of the Week” is a bite-sized, easily digested tip, delivered hot and fresh every Wednesday morning at 9:00.


About Mark Vitek, CPA, P.A.Our vision is to strive for your dreams to become a reality: make more money, be more efficient, and pay less taxes. Our team of professionals provide financial, tax, and auditing/accounting services to successful businesses and individuals throughout the region. We emphasize long-term, relationship-based CPA services to successful businesses and individuals since 1982. We have a staff of experienced, trained CPA professionals to provide personalized attention.

Contact Us:
Mark Vitek, CPA, P.A.The Park on Millbrook212 West Millbrook Road Raleigh, NC 27609
Telephone: 919-847-2981
Fax: 919-847-2994Add us to your address bookView email in your browser | Unsubscribe | Update your profile | Forward to a friendCopyright (C) All rights reserved.
Telephone: 919-847-2981
Fax: 919-847-2994

Our firm (Mark Vitek, CPA, P.A.) provides the information in this “Tax and Money Tip of the Week” for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax and money tips in this e-mail are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided “as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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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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