Winter 2025
What’s happening at Three Oaks
- 2024 Tax Prep – let us know if you need assistance gathering 2024 tax statements. Our team is ready to help!
- We love serving our clients and celebrating their successes! If you have an important milestone or event coming up, we’d love to hear about it. Email Raquel De Leon, and we may feature it in an upcoming newsletter!
Industry Updates
- Check out our Market & Economic Update.
- Social Security Fairness Act – No more Windfall Elimination Provision.
- Fun Fact: Zelle crosses the $1 Trillion mark, the most ever for a peer-to-peer platform. Read more about it HERE.
Mark Your Calendars
Important dates you should know:
- April 18th – Tax Filing Deadline
- When you are done with your tax filings, we’d love to get a copy of your return. Please reach out to Ryan Shea; he can help with a secured means of sharing your document.
Need Something to “Geek Out On”?
- Raquel is reading “Don’t Believe Everything You Think” by Joesph Nguyen
- Shawn is reading “The Road Back to You” by Ian Morgan Cron, Suzanne Stabile
- Adam just read a white paper on the tax landscape in Portugal.