10.6.2023 | Issue 126

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

10.16.2023: Individual and Corporation Tax Returns Extended Due Date (12/31)

Now is the time to start tax planning! Visit our website for our updated Tax Planning Guide.

Tax Planning Guide

Announcing Our Newest Principal!

We are pleased to announce that Kevin J. Gobeil, CPA has become a Principal in the firm!

He is a 2010 graduate of the University of Delaware with a Bachelor of Science Degree in Accounting. He received his CPA license from the State of Pennsylvania in January 2013 and from the State of Delaware in February 2016.

Kevin is a key member of SCG’s Tax Department, as well as a member of the American Institute and Delaware Society of Certified Public Accountants.

Congratulations Kevin!

Your Weekly Catch-Up

It's Important to Understand How Taxes Factor Into M&A Transactions

In recent years, merger and acquisition activity has been strong in many industries. If your business is considering merging with or acquiring another business, it’s important to understand how the transaction will be taxed under current law.


Investment Swings: What's the Tax Impact?

Plan Now for Year-End Gifts With the Gift Tax Annual Exclusion


Firm News

Happy Anniversary!

On September 24th, we celebrated Robert Freed’s 24th anniversary with SCG!

Robert is a Principal and contributes his over 45 years of experience and expert tax knowledge to our Tax Department. We can’t thank him enough for his contributions and dedication over the years!

On September 25th, we celebrated Theresa Hughes’ 6th anniversary with SCG!

Theresa is a Delaware Administrative Trustee and Senior Manager of our affiliate, Pinion. We are so grateful for her dedication and hard work every day!

On September 26th, we celebrated Melanie Seifrit’s 7th anniversary with SCG!

Melanie is a Supervisor in our Audit Department. We appreciate all that she does and look forward to many more years with Melanie!

Congratulations Samantha!

We are pleased to announce that Samantha Finfer has been promoted to Trust Administrator!

Samantha joined SCG’s Trust Services Team in June 2021 after interning during her senior year. She graduated cum laude from the University of Delaware with a Bachelor of Science Degree in Finance and a minor in Trust Management.

Congratulations Samantha!

We're Hiring

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