TMTW # 224- This Health Account Can Add to a Retirement Nest Egg, Too

This Health Account Can Add to a Retirement Nest Egg, Too
March 18, 2015 | No. 224

A great article on the benefits of Health Savings Accounts from the News and 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 #223- Build Your Emergency Savings Before Paying Down That Debt

Build Your Emergency Savings Before Paying Down That Debt
March 11, 2015 | No. 223

A great article on building that emergency fund from the News and 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 #222- New NC Tax Law Changes Will Effect Your 2014 Tax Return Results

New NC Tax Law Changes Will Effect Your 2014 Tax Return Results
March 4, 2015 | No. 222

Tax rates were reduced, but deductions and exemptions were eliminated

Click here for more information

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 #221-Good News!! No Form 3115 Hassle for Small Businesses (or CPAs)

Good News!! No Form 3115 Hassle for Small Businesses (or CPAs)
February 18, 2015 | No. 221

Small businesses won’t have to file Form 3115 to comply with repair regulations. Small business taxpayers will be allowed to make certain accounting method changes under the tangible property (or “repair”) regulations without filing Form 3115, Application for Change in Accounting Method, the IRS announced.

Click here for more information

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 #220- Form 3115- New 8 Page Separate Tax Filing Required for ALL Businesses & Owners of Rental Property (Part I)

Form 3115 – New 8 Page Separate Tax Filing Required for ALL Businesses & Owners of Rental Property (Part I)
February 11, 2015 | No. 220

This is the first part of a two part series.

New tangible property regulations have been issued by the IRS.
On January 16, 2015 the IRS issued two new Revenue Procedures; Rev. Proc. 2015-13 and 2015-14. These both will require a separate 8 page tax filing for all businesses and owners of rental properties.

Click here for more information

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 #219-Pay ZERO Tax on Capital Gains

Pay ZERO Tax on Capital Gains
February 4, 2015 | No. 219

A great article on how NOT to pay taxes on capital gains from Business Management Daily

Pay ZERO Tax on Capital Gains

 

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TMTW #218-Grab 5 Quick Tax Perks: Put Spouse on Payroll

Grab 5 Quick Tax Perks: Put Spouse on Payroll
January 28, 2015 | No. 218

A great article revealing tax perks from Business Management Daily

 Grab 5 Tax Perks: Put Spouse on Payroll

 

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TMTW #217-Get Ready to Launch a Solo 401(k) Retirement Plan

Get Ready to Launch a Solo 401(k) Retirement Plan
January 21, 2015 | No. 217

A great article on solo 401k plans from Business Management Daily 

Get Ready to Launch a Solo 401(k) Retirement Plan

 

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TMTW #216- Growing Retirement in 2015

Growing your Retirement in 2015
January 14, 2015 | No. 216

An informative article about your 2015 retirement fund from the New York Times

New York Times: Limit(ed) Additions

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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Pros and Cons of ‘Buying a Pension’ #212

 

Tax and Money Tip of the Week:
Pros and Cons of ‘Buying a Pension’
December 17, 2014 | No. 212

A great article on buying a pension from the Wall Street Journal 

Wall Street Journal: Pros and Cons of ‘Buying a Pension’

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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