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July 2018

THIS MONTH:
July 4th
2nd quarter estimated taxes due
July 31st

• Quarterly federal excise tax returns (Form 720) due
• Employer quarterly federal tax returns (Form 941) due
• Calendar-year employee retirement and benefit plan returns (5500 series) due

Summer is the perfect time for clients to schedule a tax planning session. Our lead article outlines why. Also included is a recap of home ownership tax breaks, some unconventional vacation ideas, and finally five great financial tips everyone should know.

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June 2018

THIS MONTH:
June 15th
2nd quarter estimated taxes due
June 15th
2017 tax deadline for Americans living abroad
June 17th
Father’s Day

Summer is the perfect time for clients to schedule a tax planning session. Our lead article outlines why. Also included is a recap of home ownership tax breaks, some unconventional vacation ideas, and finally five great financial tips everyone should know.

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November 2017

THIS MONTH:
November 11th
Veterans Day
November 23rd
Thanksgiving
November 24th
Black Friday (shopping sale day)
November 27th
Cyber Monday (online shopping sale day)
November 28th
#GivingTuesday (charitable giving day)
December 3rd – Remider
#GivingTuesday (charitable giving day)
Now is a good time to review your year-end tax situation while there is still time to act. This newsletter begins with a handy checklist to help you do that. There are details on “must-dos” to get the most out of your charitable donations.
Also inside: personal finance articles on how to protect your credit in the wake of the Equifax security breach earlier this year, as well as how to get the best experience from your bank. Finally, check out the survival guide for the upcoming Black Friday and Cyber Monday shopping days.

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October 2017

Payroll Services

THIS MONTH:
October 1st
SIMPLE IRA plan establishment due
October 15th
Extended tax return filing deadline
October 31st
Halloween
Tax reform is under discussion in Congress as we enter the fall months, and students are back in school. While we wait to see what comes out of Washington DC, here are some suggestions for students and parents to get an A+ on their next FAFSA student loan application.
Also included are articles on the requirement to renew your taxpayer identification number, as well as a checklist of “dos” and “don’ts” for anyone taking business expenses for things like travel, meals and entertainment. Since the end of the year is typically when we run into overfunding problems with retirement accounts, there’s also an article with tips to fix any issues while there’s still time.

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September 2017

THIS MONTH:
September 4th
Labor Day
September 15th
3rd Quarter Estimated Tax Due
October 1st
SIMPLE IRA plan establishment due

Hope many students are headed back to school as summer draws to a close. This year they won’t be able to take advantage of the expired college tuition and fees deduction, but there are some good alternatives. This letter also includes tips to reduce your insurance costs over the long run, as well as some guidelines on dealing with debt collection. And, if you’ve ever needed to hire an employee or contractor, there’s an article discussing how to decide which is most appropriate.

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August 2017

THIS MONTH:
September 4th
Labor Day

Hope you’re having a great summer. This month’s newsletter looks at the pros and cons of using a Health Savings Account as a tax-advantaged savings tool. There are some tips for conducting an insurance self-review and advice on becoming a smart renter.

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July 2017

THIS MONTH:
July 4th
Independence Day

Happy Fourth of July! While you’re doing your best to avoid the summer heat, take a look at these tips for your tax and personal financial planning. This issue includes articles on retirement planning and on keeping your automatic bill payments under control. For the business-minded, there is a list of things to avoid when buying or selling a business, and five common mistakes made by those using the home office deduction.

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June 2017

THIS MONTH:
June 15th
2nd Quarter Estimated Tax Due
June 18th
Father’s Day

Take comfort reading this months information about the declining frequency of IRS audits. Summer also tends to ignite our home buying instincts, so check out the article with tips for buying a home in this seller’s market. Finally, if you’re a business owner consider the list of reasons to incorporate.

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May 2017

THIS MONTH:
May 14th
Mother’s Day
May 29th
Memorial Day

Spring is in the air and before you know it summer will be upon us. It’s the time of year when couples tie the knot; some of the tax to-dos for the newly married are enclosed. Unfortunately it’s also audit season. One common audit trigger is incorrectly reporting business versus hobby activity; included here are some dos and don’ts. Also included is an article on the most effective ways to protect yourself from identity theft.

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