TMTW #234- Four Tips To Stretch Your IRA

Posted on May 27, 2015 by taxblogger

Tax and Money Tip this Week:
Four Tips To Stretch Your IRA
May 27th, 2015 | No. 234

A great article on getting the most out of your IRA from Investor’s Business Daily 

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 #233- Happy Memorial Day!

Posted on May 20, 2015 by taxblogger

Happy Memorial Day

May 20th, 2015 | No. 233

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

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 #232- College Aid: It’s Not Too Late

Posted on May 13, 2015 by taxblogger

Tax and Money Tip this Week:
College Aid: It’s Not Too Late
May 13th, 2015 | No. 232

A helpful article from The Wall Street Journal on College Aid

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 #231- Cut Your Investment Taxes

Posted on May 6, 2015 by taxblogger

Tax and Money Tip this Week:
Cut Your Investment Taxes
May 6th, 2015 | No. 231

A great article on cutting investment taxes from the Wall Street Journal.

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 #230-Senate Bill 20- NC “Decouples” from Federal Law in Certain Areas

Posted on April 29, 2015 by taxblogger

Tax and Money Tip this Week:
Senate Bill 20- NC “Decouples” from Federal Law in Certain Areas- See Attached for NEW NC Tax Law Changes
April 29th, 2015 | No. 230

NC Department of Revenue releases information on the new Senate Bill 20 as of March 31, 2015.

Click here to read the full 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 #229-The Case For Not Paying Off Your Mortgage by Retirement

Posted on April 22, 2015 by taxblogger

Tax and Money Tip this Week:
The Case For Not Paying Off Your Mortgage by Retirement
April 22th, 2015 | No. 229

An insightful Q & A on mortgage debt from the Washington Post

Click here to read the full 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 #228-Thank you Clients! Another Successful Tax Season

Posted on April 15, 2015 by taxblogger

Tax and Money Tip this Week:
Thank You Clients! Another Successful Tax Season
April 15th, 2015 | No. 228

The Week After Tax Season

Aaah…..the week after tax season is the best week in a CPA’s life each year!

We met a lot of new clients this year because of referrals from existing clients, and readers of our Tax and Money Tip of the Week. Thank you!

Our firm continues solid growth thanks to all of you.
A referral is the best compliment we can ever receive.

Even though our tax season is over, we will continue our Tax and Money Tip of the Week for the rest of the year. We will keep you updated on the constant tax law changes as well as spotlighting specific tax and money making ideas.

Again, thank you for making this one of the most successful tax seasons yet.

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 #227 – It is “OK” to File an Extension

Posted on April 8, 2015 by taxblogger

Tax and Money Tip this Week:
It is “OK” to File an Extension
April 9th, 2014 | No. 182

Please take notice of our office closing date. Our office will be closing at 6:00pm on Monday, April 13th and will not reopen until Monday, April 20th, 2015. 

If you haven’t filed your tax return by now, you should probably consider filing for an extension.

To file for an extension, you simply need to submit Form 4868.  Submitting this form will give you until October 15th of that year to file your returns. However, an extension of the time to file is not an extension of the time to pay.  If you think you will owe taxes, you must send a payment along with the extension.  This applies for your federal and state tax returns.

Click here for the Extension Form 4868

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.

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 #226- If you save 10% of paycheck, you should be able to retire

Posted on April 1, 2015 by taxblogger

If you save 10% of paycheck, you should be able to retire
April 1, 2015 | No. 226

A great article on retirement savings from The News & Observer .

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 #225- How to Manage a Small Portfolio

Posted on March 25, 2015 by taxblogger

How to Manage a Small Portfolio
March 25, 2015 | No. 225

A great article on making stock market choices from Investors Business Daily.

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.

Posted in Tax and Money Tip of the Week | Tagged | Leave a comment