2.3.2023 | Issue 96

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

March 15, 2023

S-Corporation and Partnership Returns due to IRS

Click Here to Read Our 2022-2023 Tax Planning Guide

Your Weekly Catch-Up

Tax-Saving Ways to Help Pay for College - Once Your Child Starts Attending

If you have a child or grandchild in college — congratulations! To help pay for the expenses, many parents and grandparents saved for years in tax-favored accounts, such as 529 plans. But there are also a number of tax breaks that you may be able to claim once your child begins attending college or post-secondary school.


SECURE 2.0 Law May Make You More Secure in Retirement

Renting to a Relative? Watch Out for Tax Traps


Firm News

Happy Anniversary!

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On January 25th, it was Mandy Calvello's 15th anniversary!

Mandy originally joined our firm in January 2000, and after a few years, she decided to become a stay-at-home mom. She returned in early 2008. Mandy is one of our Tax Supervisors.

On January 29th, it was Theresa Jones' 24th anniversary!

Theresa loves working with small business owners where she can get to know them and help them achieve their personal goals. She is also a Director in our firm and focuses on mentoring the next generation!

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On February 2nd, it was Debi Koch's 15th anniversary!

Debi originally joined our firm in September 1999 and, after several years, also decided to become a stay-at-home mom. She returned in early 2008. Debi is one of our Tax Managers.

We are so fortunate to have Mandy, Theresa, and Debi on our team!

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