TMTW #389 Don’t Claim Social Security at 62. Unless…

Tax and Money Tip of the Week:
Don’t Claim Social Security at 62. Unless…
June 20, 2018 | No. 389

Click Here to read about claiming Social Security from an article in The Wall Street Journal’.

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

Mark Vitek, CPA/PFS, CFP®
…until next time

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TMTW #388-Part 16: Helicopter View of Meals and Entertainment After Tax Reform

Tax and Money Tip of the Week:
New Tax Law Series- Part 16: Helicopter View of Meals and Entertainment After Tax Reform
June 13, 2018 | No. 388

Click Here to read about the New Tax Law regarding Meals and Entertainment.

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

Mark Vitek, CPA/PFS, CFP®
…until next time

 

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TMTW #387 New Tax Law Series- Part 15: Medical Deductions

Tax and Money Tip of the Week:
New Tax Law Series- Part 15: Medical Deductions
June 6, 2018 | No. 387

Click Here to read about the New Tax Law regarding Medical Deductions.

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

Mark Vitek, CPA/PFS, CFP®
…until next time

 

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TMTW #386 New Tax Law Series- Part 14: Make Tax History on Your Own

Tax and Money Tip of the Week:
New Tax Law Series- Part 14: Make Tax History of Your Own
May 30, 2018 | No. 386

Click Here to read about the New Tax Law regarding tax credits for restoring older historic buildings.

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

Mark Vitek, CPA/PFS, CFP®
…until next time

 

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TMTW #385 Happy Memorial Day!

Tax and Money Tip of the Week:
Happy Memorial Day!
May 23, 2018 | No. 385

This Memorial Day we honor and remember all of those who have fallen for our freedom.
Have a safe and happy Memorial Day.

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

Mark Vitek, CPA/PFS, CFP®
…until next time

 

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TMTW #384 New Tax Law Series-Part 13: Education

Tax and Money Tip of the Week:
New Tax Law Series-
Part 13: Education

May 16, 2018 | No. 384

Click here to read about New Tax Law regarding Education Benefits.

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

Mark Vitek, CPA/PFS, CFP®
…until next time

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TMTW #383 New Tax Law Series- Part 12: Big Estate Tax Change

Tax and Money Tip of the Week:
New Tax Law Series-
Part 12: Big Estate Tax Change

May 9, 2018 | No. 383

Beginning in 2018, the estate- and gift-tax exemption (a combined amount that applies to an individual’s gifts made during life or assets left at death) is doubling to nearly $11.2 million per individual or $22.4 million per married couple.  The exemption is also adjusted for inflation. This increase is set to lapse after 2025.
The unused portion of exemption is ‘portable’:  The tax overhaul also didn’t change the rules on “portability,” a generous tax benefit for many married couples.  It allows a surviving spouse to receive the unused portion of the federal estate-tax exemption of the spouse who died.

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

Mark Vitek, CPA/PFS, CFP®
…until next time

 

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