Upcoming Deadlines for Practice Owners

Everything takes time and nothing these days seems to be easy.  With that in mind, please be aware of the following deadlines coming up during the second half of 2024: 12/31/24: Filing the Beneficial Owner Information Report: In 2024, a stringent new filing...

Returning Money to a 529 Plan

If you run into a situation where your child stops attending their college or university part way through a semester and as a result tuition and other college costs that were paid using your child’s 529 plan are returned to you, what options are available to you with...

Planning for Your Child’s Upcoming Semester Abroad

Although your child may have just returned home from college in the past few weeks, it’s probably on your radar to begin planning for your college payments for the upcoming semester in the fall or perhaps a summer program. But what if attending a foreign university...

Estimated Taxes For 2nd Quarter Due 6/17/24

If we set up for you to pay quarterly estimated taxes, please make your Q2 payments by June 17. Generally, taxpayers who are self-employed, are shareholders in S-Corporations that typically pay out distributions in addition to the wages paid to the owners, are...
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