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.

Read more