Lynn joined Mannia & Company in March of 2003 after thirty-two years in the private sector. So now after 45 years in accounting, she is looking forward to a “much reduced” time schedule. Lynn will continue to work a few days a week and whenever there is a need.
The alarm clock has been turned off, but she is busier than ever. Lynn is teaching a first-grade religion class, is on a “team” at St.Vincents and is active in the St.Vincent de Paul Society helping those less fortunate.
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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.