Author Archives: Carol

Make That Kid Work For You. Part 2 of 2. No Kidding, The Kiddie Tax

Last week we broke the news that according to the Department of Agriculture, with middle-class income of $59,200-$107,000, it is going to cost you a whopping $233,610! to raise that kid until the age of 17. Families with lower incomes … Continue reading

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Make That Kid Work For You. Part 1of 2. Get Credit Where Credit’s Due.

HERE’S WHAT’S UP! With middle-class income of $59,200-$107,000, it is going to cost you a whopping $233,610! to raise that kid until the age of 17, says the Department of Agriculture. Families with lower incomes are expected to spend $174,690, … Continue reading

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New Year Resolution.

HERE’S WHAT’S UP! Conventional wisdom: It’s never too late to do financial planning. Carol’s wisdom: It’s never too early to take care of your money. 2019 Withholding Calculator REINFORCING THE BASICS. What is Retirement? Retirement is the withdrawal from an … Continue reading

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Government Doesn’t Run on Dunkin’!

Here’s what’s up!  The longest ever paid vacation for 380,000 furloughed government employees.  The longest ever indentured servitude for 420,000 government employees and the Coast Guard as they work without pay.  All courtesy of the longest-ever partial government shutdown.  By … Continue reading

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“Voluntary Compliance” My (fill in the blank)!

Here’s what’s up! America needs tax compliance to pay government’s bills. In all seriousness, voluntary compliance is a principle that we will cooperate with the tax system by filing honest and accurate annual returns and receive excellent customer service along … Continue reading

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Happy New Year

The Holidays are officially over. Welcome to this week’s blog: Happy New Year REINFORCING THE BASICS. All of us at McAtee & Associates wish all of you a Happy New Year filled with all the joys and successes, fun and … Continue reading

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Merry Christmas

Christmas is tomorrow. Welcome to this week’s blog:  Merry Christmas REINFORCING THE BASICS. A Very Merry Christmas to our Clients, our Families, Our Friends. And to everyone that isn’t a Client, Family, or Friend… yet. WHAT ELSE SHOULD I KNOW? … Continue reading

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Don’t Talk Turkey; Let’s Talk Trees

We did get through Thanksgiving.  And now it’s Christmas. This week we are not talking accounting, not tax, and not turkey.  Welcome to this week’s blog:  Don’t Talk Turkey, Let’s Talk Trees.  White House Christmas Trees. REINFORCING THE BASICS. A … Continue reading

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Family Time

Brand-new tax credit courtesy of the Tax Cuts and Jobs Act (TCJA). Employer Credit for Paid Family and Medical Leave. But first. REINFORCING THE BASICS. What is the Family and Medical Leave ACT (FMLA)? The FMLA entitles qualified employees of … Continue reading

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We are, After All, IRS Customers

Here’s what’s up! The IRS is patting its own back on how great they did customer service-wise during the 2017 tax season. The reviews are mixed but today’s blog is to introduce the IRS’ customer service platforms, should you need … Continue reading

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