6.18.2026 | Issue 227

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.

Should You Make After-Tax, Non-Roth 401(k) Contributions?

If you participate in a company 401(k) plan, you already know that you can make pre-tax contributions up to the annual elective deferral limit to a traditional, tax-deferred account. If your 401(k) plan offers a Roth option, you can use part or all of your limit to make after-tax contributions to a Roth account instead. But you may have a third option, if your 401(k) plan allows it: Make after-tax contributions to a traditional account.

Protect Yourself from Fraudsters Impersonating the IRS and Other Tax Scams

What's a "Small Business," and Why Does it Matter?

Moving to a New State? Review the Tax Implications First

Happy Anniversary!

On May 13th, we celebrated Kevin Gobeil's 13th anniversary with Santora CPA Group!

He is a Principal in our firm, and he is a member of the leadership team of our Tax Department.

On June 1st, we celebrated Samantha Finfer's 5th anniversary with Santora CPA Group!

Samantha is a Trust Administrator in our Trust Department, and she serves as the co-chair of DBA’s Women Connect Network Committee.



On June 10th, we celebrated Nick Doldan's 2nd anniversary with Santora CPA Group!

Nick joined us full-time in June 2024 after completing our SCGU internship program. As a Trust Associate in our Trust Department, Nick consistently upholds the highest standards of client care and professionalism.

Honoring our teammates’ milestones reminds us how lucky we are to work with such dedicated and remarkable individuals!

Welcome to the Team!

Chelsie L. Hughes has joined the Administrative Team as an Administrative Assistant.

She is a graduate of the University of Delaware with a Bachelor of Science degree in Animal and Food Sciences. Chelsie has a keen eye for detail and will be providing much needed admin support to SCG.

Erin A. Bailey has joined the Small Business Services (SBS) Department as a Bookkeeper. 

She is a graduate of Wilmington University with a Bachelor of Science degree in Accounting with a minor in Finance. Erin is working towards becoming a Certified QuickBooks ProAdvisor.

Carissa C. Rivera has joined the SBS Department as a Bookkeeper. 

Prior to joining SCG, she gained 16 years of experience supporting clients within bookkeeping, accounting, and corporate treasury environments. Carissa has completed her Certified QuickBooks ProAdvisor training.

Each brings valuable experience and is a welcome addition to the SCG team!

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