An informative article on Inheriting an IRA
Click here to read the article
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.
Mark Vitek, CPA/PFS, CFP®
…until next week.
A great article on getting the most out of your home
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.
Mark Vitek, CPA/PFS, CFP®
…until next week.
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.
Mark Vitek, CPA/PFS, CFP®
…until next week.
Revisiting a past article from the News & Observer.5 Tips on 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.
Mark Vitek, CPA/PFS, CFP®
…until next week.
If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2015. That is today! This assumes you had filed for an extension prior to April 15, 2015.
You also have until today (October 15, 2015) to fund a SEP-IRA for tax year 2014.
As a reminder, putting your tax returns on extension can be a good thing – but penalties to miss the extension deadline can be steep, up to 25% penalty of taxes owed, so make sure that you make the October 15th deadline.
Give us a call if you need help meeting your deadline.
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.
A great article on investing from Investors Business Daily.
Daily, Weekly Charts Uncover Big Institutional Buys In A Stock
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.
Article from Investors Business Daily:
Sharp Decline in Heaviest Trade Marks Time to Sell Winning Stock
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.
If you need to file a Form 1040 (individual return), the deadline to file is October 15, 2015. This assumes you had filed for an extension prior to April 15, 2015. You also have until October 15, 2015 to fund a SEP-IRA for tax year 2014.
As a reminder, putting your tax returns on extension can be a good thing – but penalties to miss the extension deadline can be steep, up to 25% penalty of taxes owed, so make sure that you make the October 15th deadline.
Give us a call if you need help meeting your deadline.
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.
From The Wall Street Journal, see how valuable a CPA can be.
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.
I’d like to share a relatively new addition to some insurance companies auto policies: The Accident Forgiveness and/or Violation/Ticket Forgiveness Rider. If you have this on your auto policy, it could save you hundreds or thousands of dollars! (it costs me very little)
Here’s how it works:
If you have this rider on your policy and you or someone in your family has an accident or ticket, your insurance company will “forgive” you one time and not increase your rates. Some insurance companies have an accident forgiveness rider only and not ticket forgiveness, so be sure to ask questions and understand the details of what you are buying.
Call and ask your auto insurance agent or insurance company if they offer this insurance rider that could save you thousands.
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.
taxandmoneyblog.com 