October 2017

In this Issue:

• Ace the FAFSA
• Review Your ITIN Now
• Dos and Don'ts of Business Expensing
• Fix Youre Overfunded Account

This month:

• October 1st: SIMPLE IRA plan establishment due
• October 15th: Extended tax return filing deadline
• October 31st: Halloween

Tax reform is under discussion in Congress as we enter the fall months, and students are back in school. While we wait to see what comes out of Washington DC, here are some suggestions for students and parents to get an A+ on their next FAFSA student loan application.

Also included are articles on the requirement to renew your taxpayer identification number, as well as a checklist of "dos" and "don'ts" for anyone taking business expenses for things like travel, meals and entertainment. Since the end of the year is typically when we run into overfunding problems with retirement accounts, there's also an article with tips to fix any issues while there's still time.

As always, should you know of someone who may benefit from this information please feel free to forward this newsletter to them.