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ANY TAX ADVICE IN THIS COMMUNICATION IS NOT INTENDED OR WRITTEN TO BE USED, AND CANNOT BE USED, BY A CLIENT OR ANY OTHER PERSON OR ENTITY FOR THE PURPOSE OF (i) AVOIDING PENALTIES THAT MAY BE IMPOSED ON ANY TAXPAYER OR (ii) PROMOTING, MARKETING OR RECOMMENDING TO ANOTHER PARTY ANY MATTERS ADDRESSED HEREIN.
Author Archives: Carol
Form 1099-MISC – By the Box And More
It’s that time of year again when, as a business owner, you have to start thinking about 1099ing folks. There’s a lot to it but we’re going to think about it with you. REINFORCING THE BASICS. What is a Form … Continue reading
Posted in Accounting, Business Taxes, Individual Taxes, Taxes
Tagged 1099, Form 1099-MISC, Independent Contractor, Miscellaneous Income
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Don’t Talk Trump, Let’s Talk Turkey. Trivia for your Thanksgiving Day.
It really is official. The holidays are here. Turkey. Football. Family. Santa Claus. Whoa! Let’s not get ahead of ourselves. Let’s get through Thanksgiving. This week we are not talking accounting, not even talking tax. Welcome to this week’s blog: … Continue reading
Posted in General Interest, Holiday, Thanksgiving
Tagged Macy's, National Dog Show, Thanksgiving, Trivia, Turkey
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Ask and You Better Receive. What To Know About Form W-9.
UPDATED 12/17/2019 It’s that time of year again when, as a business owner, you have to start thinking about 1099ing folks. There’s a lot to it but we’re going to think about it with you. REINFORCING THE BASICS. What is … Continue reading
Posted in Business Taxes, Taxes
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Open Sesame…Open Enrollment!
Open enrollment season is here! And with it the annual confusion and scrambling. We’re thinking this week’s blog can eliminate some of that. REINFORCING THE BASICS. What is open enrollment? Annual Open Enrollment (AOE) is this tightly scheduled period each … Continue reading
Posted in General Interest, Individual Taxes, Retirement Planning
Tagged health insurance, Marketplace, Medicare, ObamaCare, Open Enrollment
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TCJA and What in the World is Section 199A?
The TCJA, (Tax Cuts and Jobs Act) kicked into gear for better or for worse on January 1, 2018. Last week’s blog was about its impact on individuals and 1040s. This week is about business, specifically the Section 199A Qualified … Continue reading
Posted in Business Taxes, Taxes
Tagged 20% business deduction, McAtee & Associates, QBI, Sec 199A, TCJA
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The TCJA, You, and Your 1040
The TCJA, (Tax Cuts and Jobs Act) kicked into gear for better or for worse on January 1, 2018. Most folks and entities will be affected one way or another. This week we are talking about the changes for individuals. … Continue reading
Posted in Individual Taxes, Taxes
Tagged 1040, CPA, CPA Firm, Individual Taxes, Itemized Deductions, Tax Planning, Tax Prep, TCJA
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Series. Part 3 of 3. Self-employed Plans: SEP IRA and SIMPLE. From The Offices Of Carol McAtee & Associates, CPAS, St Petersburg, Florida
We have talked about retirement vehicles: Traditional & Roth IRAs. Last week we talked about a garage they can be parked in: Employer-provided retirement plans. In this last part of three we talk about another garage: Self-employed plans. In self-employed … Continue reading
Posted in Retirement Planning, Taxes
Tagged #CallCarolFirst!, Carol McAtee & Associates, IRA, Self-employed
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Series. Part 2 of 3. Employer-provided Plans: 401Ks, 403Bs, and 457Bs.
In this second part of three, we are talking about various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress towards #MaxItOut. Last week we talked about the vehicles: Traditional … Continue reading Continue reading
Posted in Retirement Planning
Tagged #CallCarolFirst!, #MaxItOut, 401K, 403B, 457B, Employer Contributions, Retirement Plan
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Series. Part 1 of 3. Individual Retirement Accounts: Traditional & Roth
In this series of three, we will look at various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress towards #MaxItOut. Let’s start with the well-known retirement plans that many … Continue reading
Posted in Retirement Planning
Tagged #CallCarolFirst!, #MaxItOut, Individual Retirement Account, Roth IRA, Traditional IRA
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Meals & Entertainment – 2018 & Beyond: From The Offices Of Carol McAtee & Associates, CPAS, St Petersburg, Florida
This week we are talking about two of our favorite things: Meals and Entertainment. Who doesn’t love good food and good fun? We certainly do! … Continue reading
Posted in Taxes
Tagged meals & entertainment, TCJA
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