Weekly Update–July 19th 2024: Tax Planning Around Your Long-Term Goals🎓💲💰and Be A Smarty & Learn from Your Brilliant Friends 🤓

With summer in full swing and no immediate deadlines it’s sometimes hard to “buckle down ” .  We’ve created some “fake deadlines” but have not kept to them.  It seems we are not alone though. We really have tried, we’ve reached out to our clients whose returns are on extension; we might be missing one or two pieces of information and are reluctant to finalize the return without it, but…  Read more

Weekly Update–October 6th 2023 – Timing & Reporting College Savings Plan Distributions

After so many days of rain it was wonderful to join with friends in their sukkah last Friday evening for shabbat dinner which coincided with the first night of Sukkot 2023.  It is also pretty cool to be able join in  daily ritual of shaking the lulav and etrog.  The first 2 and last 2 days of the holiday are the most strict, so I waited until yesterday for photos. It was really nice to understand the meaning…  Read more

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