News

October 2024

September 30, 2024

NEWSLETTER

Important Reminders:

October 15 - Filing deadline for extended 2023 individual and C corporation tax returns

Withdraw excess IRA contributions in 2023 to avoid penalty if filing of Form 1040 was extended

Contribute to solo 401(k) plan or simplified employee pension (SEP) plan for 2023 by self- employed if you received a filing extension  

October 23 - Ohio Monthly Sales: Sales & Use Tax Return and Payment Ohio Quarterly Use Tax Return and Payment

October 31 – Halloween

Achieving financial security for you and your family is no small task. With inflation and the allure of signing up for yet another monthly service, saving money can feel like an uphill battle. In this month’s newsletter, read about 5 ideas that can help you save money on your road to building wealth.

Also learn about several tips to protect your Social Security number, why you should think twice before tapping retirement accounts to pay for emergencies, and ideas that can help your kids thrive this school year.

As always, please pass this newsletter to anyone who may find it valuable and call if you have any questions or concerns.