Sprint 2024

What’s happening at Three Oaks

Journey Journals
Check out these photos, capturing the energy and enthusiasm of our team’s adventures!

Industry Updates

  • On to 2024 tax planning!  Check out these changes for 2024, and please email us if you’d like to schedule time for a tax planning conversation:  rshea@threeoaksag.com
  • The Tax Cuts and Jobs Act of 2017 expires on December 31, 2025.  What does this mean for your estate plan and tax planning strategies?
  • Corporate Transparency Act- If you own an LLC, S-Corp, C-Corp, and certain types of trusts, you may be required to file a BOIR this year.

Mark Your Calendars

Important dates you should know:

  • Important dates you should know:
    • May 30, 2024 at 5:30 p.m. CST – Three Oaks Virtual Town Hall — Estate Planning – A Panel Discussion (Planning for the TCJA Sunset – Review Your Estate Documents)
      • Register in advance for this meeting HERE
    • September 11, 2024 – deadline to offset 2023 K-1 gains with an Opportunity Zone investment.

Need Something to “Geek Out On”?

Worried about investing in a pricey stock market?  We tend to be too, and found this data interesting. Enjoy!