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.

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

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

 

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

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

 

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

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

 

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

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.

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

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.

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

IRS Allows Big Earners to Pump Up Roth IRAs #211

Tax and Money Tip of the Week:
IRS Allows Big Earners to Pump Up Roth IRAs
December 10, 2014 | No. 211

A great article on Roth IRA contributions from the Wall Street Journal 

Wall Street Journal: IRS Allows Big Earners to Pump Up Roth IRAs

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

TMTW #209 – How to Follow the Money

Tax and Money Tip of the Week:
How to Follow the Money
November 12, 2014 | No. 209

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.

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

TMTW #208 – Tackling Financial Clutter

Tax and Money Tip of the Week:
Tackling Financial Clutter
November 5, 2014 | No. 208

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.

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

TMTW #207 – Rules on Gifts to Charities

Tax and Money Tip of the Week:
Rules on Gifts to Charities
October 29, 2014 | No. 207

An article from the Wall Street Journal.

The Latest on Rules for Gifts to Charities

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 Uncategorized | Tagged , , , , , , , | Leave a comment