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Did you change jobs? If so, give one of our CPAs a call to discuss filling out new W-4 Form
If your Keogh or Solo 401(k) accounts are worth more than $250,000, or if you have employees in your plan, Form 5500-EZ is due by 7/31/18 http://ow.ly/pGNz30kHb1v
TIP: If you have working kids who will earn less than $12k this year, make sure they claim Exempt on their W4 to avoid needing to file a tax return for them next winter to have their withholding taxes refunded
Happy Fourth of July!
Fannie Mae announces changes that can lower interest rate for many condo owners: http://ow.ly/NhMc30kHaRE
This summer, make sure you work through 2018 tax projections. Many changes from the 2017 Tax Cuts & Job Act. Contact your CPA with ?
Do you have a financial plan? If so, you’re on the right path to becoming “financially comfortable” http://ow.ly/iOaO30k83MS
It’s here! Deadline for personal returns is tomorrow, TUESDAY, APRIL 17. Send in your efile forms if you haven’t already.
Don’t be a fool! File an extension if you can’t complete your personal return by April 17.