“Dane is a go getter. Always on time, a great leader, a spokesman for any function we had. He always was business professional yet down to earth. He knows how to research and get to the root of a problem. ”
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As a Wealth Planner, I help individuals and businesses optimize their tax strategies so…
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Merribeth Bohanan
Merribeth Bohanan
State of Florida Law Office of the Capital Collateral Regional Counsel - Northern Region
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Arden Trust Company
Most individual trustees don’t realize they’re making mistakes until it’s too late. Trust administration requires precise three-line accounting: allocating funds correctly between principal, income and capital gains. When these are mishandled, the fallout includes unexpected tax bills for beneficiaries, audit risks and family conflict over distributions. Professional trusteeship ensures accuracy and protection before issues arise. Learn more about how we support the relationship between you and your clients: https://lnkd.in/df8VXDbr
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PICPA
The Pennsylvania Department of Revenue is restarting its personal income tax filing enforcement program, targeting taxpayers who may have missed filing obligations despite filing in other years. Notices will begin going out later this month, giving taxpayers 30 days to respond by submitting a PA-40 return, documentation, or an explanation. The department is emphasizing use of the myPATH portal for faster, more efficient responses. Failure to act may lead to a Substitute for Return, billing, and ultimately an assessment requiring formal appeal. PICPA members: log into AccounTable to read the full update, including detailed guidance on how to respond: https://hubs.ly/Q047ZCP60
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Hamburg, Rubin, Mullin, Maxwell & Lupin
Pennsylvania's annual reporting requirement is now in its second year, and filing deadlines are approaching for many business entities. Corporations must file by June 30, 2026, with later deadlines applicable to LLCs and other entity types. Businesses that are registered with the Pennsylvania Department of State should take this opportunity to confirm their filing requirements and ensure their information is current. In our latest Client Alert, we highlight the upcoming deadlines and discuss how HRMM&L can assist clients with preparing and filing their Pennsylvania Annual Reports. Read the full alert here: https://lnkd.in/d_TkXZnc
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