Category Archives: Uncategorized

TMTW #105 – Can I make a donation from my IRA this year?

Tax and Money Tip of the Week Can I make a donation from my IRA this year? August 15th, 2012 | No. 105 I recently fielded a question from one of our clients that I felt would be of interest … Continue reading →

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TMTW #103 – September 15, 2012 Partnership and Corporation Extension Deadline

Tax and Money Tip of the Week September 15, 2012 – Partnership and Corporation Extension Deadline August 1st, 2012 | No. 103 Here is a mid-summer reminder for all the business owners who have put off filing your company’s 2011 … Continue reading →

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Are You Getting the Credits You Deserve?

Tax Deductions are good….Nonrefundable Tax Credits are better….and Refundable Credits are great! Continue reading →

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Retirement Annual Income

Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out of your portfolio, whether from returns or the principal itself, is known as your withdrawal rate. Figuring out an appropriate initial withdrawal rate is a key issue in retirement planning and presents many challenges. Continue reading →

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Kiddie Tax

Tax Tip of the Week:  Kiddie Tax | February 2, 2011 | No. 28 Will Your Family Be Hit With Kiddie Tax? Children with investment income may have part or all of it taxed at their parents’ tax rate rather than at … Continue reading →

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The Small Business Jobs Act of 2010

On September 27, 2010, President Obama signed into law the Small Business Jobs Act of 2010 (H.R. 5297). The legislation contains several provisions designed to ensure that small businesses have access to adequate credit. The Act also contains targeted short-term tax relief for small businesses.
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Welcome to Mark Vitek’s Tax and Money Tip of the Week

Hello clients and friends, Welcome to a new service – the Tax and Money Tip of the Week! My firm will be offering these bite-sized, easily digested tips to help your business and personal finances grow. These tips are delivered … Continue reading →

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