Dee joined Mannia & Company in October 2010 as an administrative assistant and receptionist. She spent the previous 10 years employed at another CPA firm in Fort Wayne as the tax return processor.
Along with being an administrative assistant, she is a Notary Public. Dee graduated in 1973 with a degree in Cosmetology and is also a trained locksmith. She volunteered in the Civil Air Patrol organization for 5 years where she was the assistant to the Commander and attained the rank of 1st Lieutenant, as well as being the testing officer.
Dee’s husband Rich, is a locksmith and has owned his business for over 35 years. They have a son Tony, who served in the United States Army and was honorably discharged in 2006.
Dee’s hobbies are yoga, cross stitch and shooting combat drills.
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Mutual funds: Handle with care at year end
As we approach the end of 2018, it’s a good idea to review the mutual fund holdings in your taxable accounts and take steps to avoid potential tax traps. Here are some tips.
Avoid surprise capital gains
Unlike with stocks, you can’t avoid capital gains on mutual...
It’s not too late: You can still set up a retirement plan for 2018
If most of your money is tied up in your business, retirement can be a challenge. So if you haven’t already set up a tax-advantaged retirement plan, consider doing so this year. There’s still time to set one up and make contributions that will be deductible on your 2018...
Time for NQDC plan deferral elections
If you’re an executive or other key employee, your employer may offer you a nonqualified deferred compensation (NQDC) plan. As the name suggests, NQDC plans pay employees in the future for services currently performed. The plans allow deferral of the income tax associated with the compensation.