Wilsey Meyer Eatmon Tate is always searching to grow our team. We are happy to introduce three new team members. 

Ryan Foley-McKenna has eight years of tax experience working in public accounting and at a publicly owned manufacturing company.  In his time in public accounting he has helped many privately held companies, non-profit organizations, and individuals meet their income tax planning and compliance needs.

Ryan attended the University of Oklahoma where he received a Bachelor of Business Administration in Accounting and Finance. Outside of being a CPA, Ryan stays busy training for half-marathons and trying to keep up with his two children.

Aaron Schnider is a staff accountant at Wilsey Meyer Eatmon Tate PLLC.  He has a Bachelor’s degree in Finance and is currently pursuing a Master’s degree in Accounting at Oklahoma City University. 

Born and raised in Oklahoma, Aaron enlisted in the Navy after high school and served six years as a Chinese Mandarin translator and intelligence analyst.  During his enlistment, he graduated from The Defense Language Institute, one of the most rigorous language schools in the country. He received the Commandant’s Award for outstanding leadership and academic excellence.

When he is not working, Aaron enjoys spending his free time coaching athletes at his local Crossfit gym, helping them reach new fitness goals.

For many employees, annual enrollment is underway.  It is a good practice to review the following available benefits during the open window:

If your employer offers a flexible spending account arrangement for your out-of-pocket medical or child care expenses, make sure you’re maximizing the tax benefits available  for 2015.  Be careful not to set aside too much for risk of forfeiture.

Likewise, company life and accidental insurance policies offered to you by your employer can be relatively affordable.  Review premium costs as you consider the upcoming new year.

If you have found yourself owing income tax each April, review your withholding and consider bumping the amount each pay period to ease the cash flow burden of a surprise amount of tax due.

And finally, if your employer offers a retirement plan, consider participating in 2015.  Always know the percentage your employer will match and plan to set aside funds that can be used in your retirement years.

Don’t hesitate to contact a WMET professional with related questions.