5.12.2026 | Issue 226

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.

Tax Mitigation Strategies When Rebalancing Your Investment Portfolio

Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If you haven’t rebalanced recently, it may be time to do so. But you also must consider the tax implications. Careful planning can minimize the tax cost of rebalancing.

Individual Tax Calendar: Key Deadlines for the Remainder of 2026

Your Post-Tax-Filing Checklist

FAQs About the Research Credit

Happy Anniversary

On May 7th, we celebrated Michele Scheidly's 35th anniversary with Santora CPA Group!

Michele is an integral part of our Admin Team and is a go‑to resource for all facets of our time and billing processes.

Thank you, Michele - we appreciate your years with the firm and the contributions you’ve made along the way.

We are growing! Are you (or someone you know) ready to take the next step in your (their) career? Check out our current openings:

www.santoracpagroup.com | 302.737.6200