NEWSLETTER

Upcoming dates:

July 4 - Independence Day

July 10- Tips for June 2025 Reported to Employer (Form 470)

July 21- National Ice Cream Day

July 23- Semi Annual Ohio Sales Tax is due

July 27- Parents' Day

July 31- Federal Form 5500 is due

 Our tax rules have always been a bit of a maze – complex, cryptic, and full of fine print. And yet, certain topics keep popping up again. In this month's newsletter, we provide answers to some of the most common tax questions.

Also read about how custodial accounts can be a great way to teach kids about saving and investing if you understand the trade-offs, creative ways to cut your grocery bill, and a deeper look into the power of influence.

Please pass this information on to anyone that may find it useful and call if you have any questions or concerns.