9.28.2023 | Issue 125

Santora CPA Group's

Weekly Newsletter!

 

You'll find links to the Alerts and Useful Info we've posted on our website, which includes time-sensitive information and any other issues that might impact you or your business, as well as any news from around our office.

Important Upcoming Dates

10.2.2023: Fiduciary Tax Returns Extended Due Date (12/31)


10.16.2023: Individual and Corporation Tax Returns Extended Due Date (12/31)

Your Weekly Catch-Up

Investment Swings: What's the Tax Impact?


If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your 2023 tax situation. Here’s what you need to know to avoid tax surprises.

READ MORE

Plan Now for Year-End Gifts With the Gift Tax Annual Exclusion

Selling Your Home for a Big Profit? Here Are the Tax Rules

READ MORE
READ MORE

Firm News

Happy Anniversary!

On September 21st, we celebrated Diane Hyman’s third anniversary with SCG!


Diane is the Executive Assistant to Heath Kahrs, our Managing Director. We are so grateful for her dedication and hard work every day!

Congratulations Emily, Jerry, & Ray!

We are pleased to announce that Emily Mowen has been promoted to Senior Accountant!


Emily joined SCG in June 2021 after graduating from the University of Delaware with a Bachelor of Science Degree in Accounting and a double minor in Management Information Systems and Trust Management (2020) and a Master of Science Degree in Business Analytics and Information Management (2021).

We are pleased to announce that Jerry Troutner has been promoted to Senior Accountant!


Jerry joined SCG in June 2021 after graduating from the University of Delaware with a Bachelor of Science Degree in Accounting. 

We are pleased to announce that Raymond Willis, CPA has been promoted to Senior Accountant!


Ray joined SCG in October 2020 after interning during the summer of 2019. He is a 2020 graduate of the University of Delaware with a Bachelor of Science Degree in Accounting with a minor in Economics. 

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