Monthly Archives: December 2015

UPDATE FROM THE OFFICES OF CAROL McATEE & ASSOCIATES, CPAs, St. Petersburg, Florida

tCarol McAtee & Associates, CPAs                           Protecting Americans from Tax Hikes Act of 2015   The Protecting Americans from Tax Hikes Act of 2015, which was passed and signed into law in December 2015 extends a number of important … Continue reading

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UPDATE FROM THE OFFICES OF CAROL McATEE & ASSOCIATES, CPAS, St. Petersburg, Florida

Carol McAtee & Associates, CPAS                                                TIME TO CHECK WITHHOLDING Income tax is often withheld from wages and other types of income such as pensions, … Continue reading

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UPDATE FROM THE OFFICES OF CAROL McATEE & ASSOCIATES, CPAS, St. Petersburg, FL 33710

Carol McAtee & Associates, CPAS     Early Retirement Plan Withdrawals and your Taxes Another item for your tax-planning consideration is that taking money out early from your retirement plan may trigger an additional tax. Here are six things that … Continue reading

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UPDATE FROM THE OFFICES OF CAROL McATEE & ASSOCIATES, CPAS, St. Petersburg, Florida

Carol McAtee & Associates, CPAS                         Charitable Donations and Year-end Tax Planning With another hopefully happy, healthy and prosperous year for you and yours drawing to an end, and with everyone getting busy with school and holiday obligations, we … Continue reading

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UPDATE FROM THE OFFICES OF CAROL McATEE & ASSOCIATES, CPAS, St. Petersburg, Florida

Carol McAtee & Associates, CPAS                                                 Traditional  IRA vs Roth IRA Are you confused about your choices for deferring taxable income? Is it better to defer now or contribute to a post-tax IRA which … Continue reading

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