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.
Understanding Annuity Expenses
Here is a great article on understanding expenses of 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.
Explaining the Basics of Annuities
Here is our introduction to the basics of 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.
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.
From the Wall Street Journal:
At 70½, Get Ready to Tap Your IRA
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.
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.
Please take notice of our office closing date. Our office will be closing at 6:00pm on Friday, April 11th and will not reopen until Wednesday, April 16th, 2014.
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.
Here is a link to Form 4868:
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.
There will not be a Tax and Money Tip this week.
We are busily crunching tax returns and will continue next week with another Tax and Money Tip of the Week. We hope everyone is having a happy tax season.
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.
As a mid tax season break from Tax and Money Tip of the Week, I thought I would share this.
It is NCAA Tournament time, and a great quote about teamwork is:
“Play hard, Play together, and Play smart.” – Coach Dean Smith, UNC
Good luck to all of the tourney teams!
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.
