TMTW #194 – How to avoid an IRS audit

Tax and Money Tip of the Week:
How to avoid an IRS audit
July 30th, 2014 | No. 194

Revisiting a past article from the Chicago Tribune:

How to avoid an IRS audit

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 #193 – Stock Market Since March 2000

Tax and Money Tip of the Week:
Stock Market Since March 2000
July 23rd, 2014 | No. 193

Interesting article on investing from USA Today:

Stock Market Since March 2000

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 #192 – Family Limited Liability Companies

Tax and Money Tip of the Week: Family Limited Liability Companies July 16th, 2014 | No. 192

From Wall Street Journal: Keeping Value in the Family 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 #191 – Only One IRA Rollover Per Year

Tax and Money Tip of the Week:
One IRA Rollover Per Year
July 9th, 2014 | No. 191

From InvestmentNews:

IRS: Only one IRA rollover per year

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 # 190 – Small Businesses in Limbo again on Tax Breaks

Tax and Money Tip of the Week:
Small Businesses in Limbo again on Tax Breaks
June 4th, 2014 | No. 190

From the Associated Press:

Small Businesses in Limbo again on Tax Breaks

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 # 189 – Good Communications is Key to Lowering Taxes

Tax and Money Tip of the Week:
Good Communications is Key
to Lowering Taxes
May 28th, 2014 | No. 189

After over 30 years in the tax business, we continue to find that solid accounting and good communication with your CPA is the key to lowering taxes.

Solid bookkeeping for your business enables you to take the most deductions possible while minimizing taxes.

Year-end tax planning also helps you know what to expect on April 15th, prevents unwanted surprises, and saves a lot of taxes for our clients each year through this valuable service we offer this time of year.  We frequently save our fees through solid recommendations.

Business owners are always looking for ways to maximize your profits and minimize your expenses. Occasionally, you may be approached by folks other than us regarding estate or investment planning.

A quick (even 15 minute or less) phone call with your trusted advisor CPA about topics such as these can help you be sure you have considered all the financial and tax impacts on you, your company and your family.

When you are considering any significant financial decisions, we are available.

Give us a call.  Sometimes it can mean saving thousands of dollars.

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 # 188 – Happy Memorial Day!

Tax and Money Tip of the Week:
Happy Memorial Day!
May 21st, 2014 | No. 188

We would like to take the time to wish everyone 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.

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

TMTW # 187 – Understanding Annuity Expenses

Tax and Money Tip of the Week:
Understanding Annuity Expenses
May 14th, 2014 | No. 187

Understanding Annuity Expenses

Here is a great article on understanding expenses of annuities:

Annuity Expenses

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 # 186 – Explaining the Basics of Annuities

Tax and Money Tip of the Week:
Explaining the Basics of Annuities
May 7th, 2014 | No. 186

Explaining the Basics of Annuities

Here is our introduction to the basics of annuities:

Annuities

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 #185 – 5 Tips for Tackling Financial Clutter

Tax and Money Tip of the Week:
5 Tips for Tackling Financial Clutter
April 30th, 2014 | No. 185

From the News & Observer:

5 Tips for 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