10.18.2024 | Issue 171

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.

Year-End Tax Planning

Now is the time to start tax planning! Click the link below for our updated Tax Planning Guide.

Tax Planning Guide

File Genius Portal Shut Down

Our File Genius portal will be permanently shut down on October 30, 2024. This decision was made after careful consideration and is part of our ongoing efforts to streamline our services and enhance the overall experience. If you have any questions or concerns, please direct them to our IT Support Coordinator, Erin Melhus, by email at emelhus@santoracpagroup.com or by calling 302-224-5125.

Your Weekly Catch-Up

Unlock Your Child’s Potential by Investing in a 529 Plan

If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, also known as 529 plans. These plans, named for the Internal Revenue Code section that provides for them, allow prepayment of higher education costs on a tax-favored basis.

Understanding Your Obligations: Does Your Business Need to Report Employee Health Coverage?

Is Your Home Office a Tax Haven? Here Are the Rules for Deductions

Firm News

Happy Anniversary!

On October 4th, we celebrated Wil Duggan’s 3rd anniversary!

Wil is a Senior Trust Administrator in our Trust Department and affiliate, Pinion.

We thank Wil for his continued dedication and expertise in the trust area!

On October 5th, we celebrated Ray Willis’ 4th anniversary

Ray is a Senior Accountant and works on a variety of tax and audit engagements.

We thank Ray for his continued hard work and commitment!

UD’s 2024 Trust Management Classic

On Monday, September 23rd, the University of Delaware held its second annual Trust Management Classic at the Newark Country Club in support of their Trust Management Minor program.

It was a great day filled with networking, reconnecting with classmates, and golf! The events included a putting contest, a longest drive competition, and 18 holes of golf.

Our attendees included Samantha Finfer (a 2021 graduate of the program), Nick Doldan (a 2024 graduate of the program), Wil Duggan, and Mike Marvel.

We’re already looking forward to next year!