June 2022 Newsletter

Hello All,

Thank you for another successful tax season! We hope you had a lovely Memorial Day weekend and have some necessary downtime planned for you and yours this summer.

We are well on our way with preparing tax returns that have been extended. Please continue to submit any necessary documents via a scanned PDF into Sharefile, our secure system, as opposed to via email. Photos of documents end up slowing down the processing of returns.

Second Quarter estimated income tax payments for 2022 are due on June 15th. Please reach out to your attorney if you need help preparing these estimates or reviewing your 2022 income.

As we move past the tax filing deadline, don’t forget to revisit your estate planning. If you have not reviewed your plan recently, please do not hesitate to contact one of our estate planning attorneys or your current tax attorney. Estate plans should be updated every three to five years.

Wishing you a happy and healthy summer!