7.1.2024 | Issue 160

Santora CPA Group's Weekly Newsletter!


You'll find links to the Alerts and Useful Info we've posted on our website, which includes time-sensitive information and any other issues that might impact you or your business, as well as any news from around our office.

Happy Independence Day!

Our office will be closed on Thursday and Friday, July 4th and 5th, in observance of the Independence Day holiday. We will reopen on Monday, July 8th. Have a happy and safe holiday weekend!

Your Weekly Catch-Up

House Rich but Cash Poor? Consider a Reverse Mortgage Strategy

Are you an older taxpayer who owns a house that has appreciated greatly? At the same time, you may need income. Thankfully, there could be a solution with a tax-saving bonus. It involves taking out a reverse mortgage.


You May Be Entitled to Tax Breaks if Caring for an Elderly Relative

A Three-Step Strategy to Save Tax When Selling Appreciated Vacant Land


Firm News

ABC Delaware Crab Feast

We are always so happy to support our friends at ABC Delaware! On June 20th, we joined them for their 32nd Annual Crab Feast at Fort DuPont State Park in Delaware City. A good time was had by all with delicious food and great company! 

Welcome to the Team! 

We have seven awesome interns with us this summer who are going to be learning the ins and outs of the public accounting and trust administration business. We're focusing on two for this week's newsletter:

Bryce Franklin is an intern with our A&A & Tax Departments. He is entering his senior year at the University of Delaware pursuing a dual degree with a Bachelor's in Accounting and a Master's in Business Analytics and Information Management.

Emma Guerin is an intern with our A&A & Tax Departments. She is entering her senior year at West Chester University of Pennsylvania pursuing a Bachelor's Degree in Accounting with a minor in International Business.

A big welcome to Bryce and Emma - we are happy to have you with us this summer!

We're Hiring

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