This Month's Newsletter

June, 2025

Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

Upcoming Tax Due Dates

June and July bring key tax deadlines, including estimated tax payments, international filing extensions, and employer deposits. Here’s what you need to file—and when—to stay compliant. ...more

June 2025

June 12, 20251 min read

Upcoming Tax Due Dates

Combine a Business Outing with Tax Breaks

A summer business outing can boost morale and offer a tax deduction—if you follow the rules. Learn how to make your employee event 100% deductible and IRS-compliant. ...more

June 2025

June 12, 20251 min read

Combine a Business Outing with Tax Breaks

Sending the Kids to Day Camp this Summer?

Summer day camps can qualify as eligible expenses for the Child and Dependent Care Credit—potentially reducing your tax bill. Learn the rules and how much you can claim. ...more

June 2025

June 12, 20251 min read

Sending the Kids to Day Camp this Summer?

Marriage and Taxes: Key Changes After Saying 'I Do'

Just married? Your tax picture likely changed too. From name updates to new W-4 forms and filing choices, here’s what newlyweds need to know to stay compliant—and avoid surprises. ...more

June 2025

June 12, 20251 min read

Marriage and Taxes: Key Changes After Saying 'I Do'

Invest in Your Kids' or Grandkids' Future with Help from the Tax Code

529 plans offer powerful tax benefits for education savings. From tax-free growth to expanded uses and generous gift tax exclusions, here’s how to invest in your loved ones’ futures wisely. ...more

June 2025

June 12, 20252 min read

Invest in Your Kids' or Grandkids' Future with Help from the Tax Code

What's Your Business Exit Strategy?

A strong business exit strategy protects your future—and your legacy. From buy-sell agreements to family transitions or outside sales, here’s how to plan a tax-smart and smooth ownership exit. ...more

June 2025

June 12, 20252 min read

What's Your Business Exit Strategy?