Hedley & Co, CPAs

06/17/2026

✈️ Mixing business and personal travel this summer?

If you're extending a business trip for some personal time, understanding the tax rules can help you maximize deductions while staying compliant. From transportation and lodging to meal expenses, knowing what qualifies as a business expense can make a significant difference at tax time.

Learn how to properly combine business and leisure travel while keeping your records organized:

https://e.clientlinenewsletter.com/hedley/2026Jun/Combining_Business_and_Personal_Travel

If you run your own company and travel for business, you might be tempted to mix work with pleasure. That's fine as long as you follow tax rules. Your tax professional can advise you on what you can or cannot do.

06/16/2026

💰 Are you earning income that isn't subject to withholding?

Freelancers, self-employed individuals, investors, and others with additional income sources may need to make estimated tax payments throughout the year to avoid penalties and stay on track with their tax obligations.

Understanding when estimated payments are required—and how to calculate them—can help you avoid surprises at tax time and keep more control over your finances.

Learn more:

https://www.hkwmg.com/resource-center/tax/you-may-need-to-make-estimated-tax-payments-if

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

06/15/2026

🎓 Paying for higher education can come with valuable tax benefits—if you know which credits you qualify for.

The American Opportunity Tax Credit and the Lifetime Learning Credit can help offset education costs, but each has different eligibility requirements and benefits. Understanding the differences could help maximize your tax savings and reduce the overall cost of education.

Learn more about these education tax credits and which one may be right for you:

https://e.clientlinenewsletter.com/hedley/2026Jun/Compare_The_Credits

Let's compare the American Opportunity Tax Credit and the Lifetime Learning Credit.

06/08/2026

Employee Appreciation Week at Hedley & Company was a tremendous success!

Hedley & Company celebrated its staff with a fantastic week of events designed to recognize and thank employees for their hard work, dedication, and commitment throughout the year.

The celebration included a Wellness Day, featuring in-office chair massages and a wellness gift basket for every employee; a Patriotic Day, highlighted by a presentation from LTC Mark Cepiel of the Saratoga National Cemetery Honor Guard, followed by a Red, White & Blue Ice Cream Social; and concluded with a Mini Golf Tournament benefiting The Pioneer Charitable Foundation.

Throughout the week, employees enjoyed team building, camaraderie, and plenty of laughter. Congratulations to the PUTT PUTT Hedley Team for taking home the Most Spirited Team Award!

06/04/2026

📊 Looking to add diversification to your investment strategy? Sector investing allows investors to focus on specific areas of the economy that may offer unique growth opportunities while helping align portfolios with market trends and personal goals.

Understanding how different sectors perform during various economic conditions can help you make more informed investment decisions.

Learn more in this helpful article:
https://www.hkwmg.com/resource-center/investment/the-utility-of-sector-investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

06/03/2026

📈 Good news for retirement savers! Higher contribution limits can create new opportunities to build your nest egg and strengthen your long-term financial future.

Whether you're contributing to a 401(k), IRA, or other retirement plan, taking advantage of increased limits can help you maximize tax-advantaged savings and stay on track toward your retirement goals.

Learn more in our latest article:
https://e.clientlinenewsletter.com/hedley/2026Jun/Higher_Contribution_Limits

The IRS has raised 401(k) contribution limits for 2026, giving savers more room to grow retirement funds. The new elective deferral limit is $24,500, letting employees contribute an extra $1,000 pre-tax or Roth — perfect for maximizing tax-advantaged growth.

06/02/2026

🌊 Flooding can happen when you least expect it—and many homeowners are surprised to learn that standard homeowners insurance may not cover flood damage.

Taking steps now to understand your risks, review your coverage, and prepare your property can help protect your home, belongings, and financial future.

Learn more in our latest article:
https://www.hkwmg.com/resource-center/insurance/protecting-your-home-against-flood-loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

06/01/2026

☀️ Summer is the perfect time for small business owners to take a closer look at their tax strategy before year-end. A mid-year review can help identify opportunities to reduce taxes, improve cash flow, and avoid surprises when filing season arrives.

Don't wait until December to start planning. Taking action now gives you more flexibility and more options to strengthen your business's financial position.

Read our latest article here:
https://e.clientlinenewsletter.com/hedley/2026Jun/Summer_Tax_Planning_For_Small_Businesses

Tax planning isn't just for the end of the year or your review at the beginning of a new year. Being proactive and reviewing your tax strategy mid-year can give you a competitive edge and prepare you for success during the 2026 tax season.

05/29/2026

Staying on top of important financial deadlines and milestones throughout the year can help you make smarter money decisions. 📅💰

From tax deadlines and retirement contributions to insurance reviews and investment check-ins, this finance calendar is a helpful guide to keeping your financial life organized month by month.

Take a look here: https://www.hkwmg.com/resource-center/money/finance-calendar

Use this handy calendar to remember the year’s most important financial dates.

05/28/2026

Thinking about buying a new car this summer? 🚗☀️

Before you head to the dealership, a little preparation can go a long way. From researching incentives and securing financing to negotiating smarter, these savvy car shopping tips could help you save thousands on your next vehicle purchase.

Check out the full article here: https://e.clientlinenewsletter.com/hedley/2026May/Savvy_New_Car_Shopping_Tips

Memorial Day weekend kicks off summer—and some of the year's best car deals! Dealerships clear out older inventory to make way for new models, offering rebates, low APR financing, and lease specials.