6.26.2025 | Issue 199

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.

 
 

Your Weekly Catch-Up

 
 

The Advantages of a Living Trust for Your Estate Plan


Do you believe you don’t need to worry about estate planning because of the current federal estate tax exemption ($13.99 million per individual or $27.98 million for married couples in 2025)? Well, think again. Even with this substantial exemption, creating a living trust can offer significant benefits, especially if your goal is to avoid probate and maintain privacy.

 

Digital Assets & Taxes: What You Need to Know

Hiring Independent Contractors? Make Sure You're Doing it Right

 

Firm News

 
 

Happy Anniversary

 

On June 10th, we celebrated Nick Doldan's 1st anniversary!


Nick joined our Trust Department as a Trust Associate full-time in June 2024 after completing our SCGU internship program.

 

On June 13th, we celebrated Christian Figueroa's 3rd anniversary!


Christian is a Staff Accountant in our A&A and Tax Departments.

 

On June 14th, we celebrated Jerry Troutner's 4th anniversary!


Jerry is a Senior Accountant in our A&A and Tax Departments.

 

On June 14th, we celebrated Jenni Rybicki's 15th anniversary!


Jenni began her career with us as a summer intern and is now one of our Tax Managers, with a particular focus on trusts and estates.

 

On June 17th, we celebrated Heath Kahrs' 29th anniversary!


We thank him for his many years of loyalty and dedication since he joined SCG in 1996 and especially for his leadership as our Managing Director for the past 12 years!

 

We thank Nick, Christian, Jerry, Jenni, and Heath for their hard work and dedication, which they bring to our team every day!

 
 

We're Hiring

 
 
 
 

Helpful Links

 
 

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www.santoracpagroup.com

302.737.6200