June 2026 Newsletter

Upcoming dates:

June 1- Final due date for IRA Trustees to Issue Form 5498
June 10 – Tips must be reported to employers
June 14 - Flag Day
June 15 - Father's Day
June 15 - Federal & Ohio Estimated Tax Payments 
                 United States Exempt Organization Income Tax Payment 
                 United Sates Corporation Estimated Income Tax Payment 
                 United Sates Fiduciary Estimated Income Tax Payment 
                 Ohio Pass-Through Entity Composite Estimated Income Tax Payment 
                 Ohio Estimated School District Payment           

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice.
We want to make you aware of a potential IRS refund opportunity that may affect many taxpayers. 
There is also an interesting discussion on the details of your homeowner's policy with an effective way to look at the coverage to better understand what is covered and what is not.
All this and much more. As always, feel free to call if you wish a review of your situation and pass this information along to someone who might find it useful.