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Category Archives: Tax Planning
COVID-19 IRS’ People First Initiative – Tax Relief for Not the Everyday Stuff
The IRS People First Initiative aims to ease payment guidelines and postpone compliance and enforcement actions for an initial period of April 1, 2020 through July 15, 2020. Automated Liens and Levies. Suspended. Earned Income Credit & Wage Verification. Taxpayers … Continue reading
Posted in Business, Business Taxes, Covid-19, Individual, Individual Taxes, IRS, Tax Planning, Taxes
Tagged #ACCPAS, #COVID19, #mcateeandassociates, Carol McAtee & Associates, McAtee & Associates, St. Petersburg Florida CPA
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#COVID-19 Florida Tax Relief – Corporate Income & Franchise Returns AND Payments
Monday, April 27, 2020 the Florida Department of Revenue issued Order of Emergency # 20-52-DOR-003 (Corporate Income Tax). For entities with a fiscal year ending December 31, 2019: • The May 1, 2020, due date for Florida Corporate Income & … Continue reading
Posted in Business, Business Taxes, Covid-19, Tax Planning, Taxes
Tagged #ACCPAS, #covid-19, #mcateeandassociates, Carol McAtee, Carol McAtee & Associates, St. Petersburg Florida CPA
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Series. Part 4 of 4. 2020 Legislative Changes to Retirement Plans.
This is the last of our four-part series: 2020 Legislative Changes to Retirement Plans. Just about two months ago, on December 20, 2019 President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) approved by the … Continue reading
Posted in Retirement Planning, Tax Planning
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Employer-provided Plans: 401Ks, 403Bs, and 457Bs.
Series. Part 2 of 4. Employer-provided Plans: 401Ks, 403Bs, and 457Bs. In this series of four, we are talking about various tax advantageous retirement and savings vehicles and their maximum contribution amounts. We hope that you check on your progress … Continue reading
Posted in Business Taxes, Individual Taxes, Retirement Planning, Tax Planning, Taxes
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Hitting Those Year-end Numbers-Business Taxpayers.
If you’re thinking 2019 profit has resulted in a bit more taxable income than you would like here are a few things you can do to do a bit of business tax planning. You can also call Carol and make an … Continue reading
Posted in Business Taxes, Christmas, IRS, Tax Planning, TCJA
Tagged Bonus Depreciation, Carol McAtee & Associates, De Minimis Safe Harbor Election, Planning Tip, Section 179, Tax Planning, TCJA
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Hitting Those Year-end Numbers-Individual Taxpayers.
It’s probably about time to start thinking about the 2019 income tax return especially if you want to do a bit of 1040 planning. You can also call Carol and make an appointment. She’d love to see you. And it … Continue reading
Posted in Individual Taxes, Tax Planning, Taxes
Tagged American Opportunity Tax Credit, Coverdell, Deductible, Health Savings Accounts, Lifetime Learning Credit, Planning Tip, Retirement contributions, Student Loan Interest, Tax Credits
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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
Posted in Individual Taxes, Tax Planning, Taxes
Tagged Carol McAtee, Kiddie Tax, TCJA, TCJA And The Kiddie Tax
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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
Posted in Individual Taxes, Tax Planning
Tagged Child & Dependent Care Credit, Child Tax Credit, Earned Income Credit, McAtee & Associates, Tax Planning
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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
Posted in Individual Taxes, Tax Planning
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