PPG Partners, LLC

05/21/2026

Wishing everyone a safe and meaningful Memorial Day weekend.

As we enjoy time with family and friends, we remember and honor the brave men and women who made the ultimate sacrifice for our country.

Our office will be closed on Monday, May 25 in observance of Memorial Day. We will reopen during regular business hours on Tuesday.

Have a safe and happy holiday weekend!

05/12/2026

You're probably aware of RMDs (in fact, you might even be taking them already), but do you know all the rules? There are strict (and steep!) penalties for not taking appropriately sized and timely distributions.

Freshen up on the rules here, especially if you are approaching or are at RMD age.

As retirement account owners move through their 70s, one important planning item is the required minimum distribution, or “RMD.” An RMD is the minimum amount that must be withdrawn each year from certain tax-deferred retirement accounts. Which accounts are subject to RMDs?

05/07/2026

Be aware of this new one, especially as summer parties start to begin!

Here we go again!

Another scam is making its way into email inboxes. Scammers are sending fake party invitations and they look legitimate. Recipients are asked to click on a link and then enter your email address and password. Providing this information can allow scammers access to your accounts and contacts and send more fake invitations from your account.

Don't fall for it!

Red Flags to Watch for:
• The invitation comes from a personal email address, not the invitation platform (e.g. Evite or punchbowl)
• You are required to log in to view it
• The message lacks specific event details
• It is from a unfamiliar sender or from a friend but it seems unusual or out of character.

What to do if you receive it? Don't click on any links and just delete the email. If you do click on the link, change your email password immediately and monitor your personal identity and banking information.

If you are the victim of a scam, contact the Oak Creek Police Department at 414-762-8200 and report it to the Federal Trade Commission.

https://help.punchbowl.com/article/808-how-do-i-know-if-the-punchbowl-invitation-or-card-i-received-is-real-or-spam

05/04/2026

The 2026 tax season may be over, but that doesn't mean you're off the hook for taxes for the rest of the year. If you extended a return, pay estimated taxes, and/or are 73 or older, keep the rest of these important dates in mind.

May 15, 2026: 2025 Tax-Exempt Organization (with a year end of 12/31) tax returns due June 15, 2026: Second Quarter 2026 estimated tax payments due September 15, 2026: Third Quarter 2026 estimated tax payments due September 15, 2026: Extended 2025 S-Corporation and Partnership tax returns due Septem...

04/15/2026

It may be gloomy outside, but we made it! 🎉☁️

Tax Day is here, and that means one thing: we got it done. Congratulations and great work to all our team members!

03/24/2026

Tax season is prime time for scammers. From fake refund texts to back-tax phone calls, fraudsters are using increasingly convincing tactics to steal personal information and refunds. In our recent blog post, learn the biggest red flags, how the IRS really contacts taxpayers, and the steps you can take to protect yourself before filing.

Tax filing in the U.S. is now overwhelmingly digital, and that convenience comes with new risks. Last year, 93% of individual tax returns were filed electronically. At the same time, the IRS continues expanding digital options, from electronic refunds to online payment tools like Direct Pay. For mos...

03/16/2026

A new children’s savings account option is on the horizon, and families may be wondering how it compares to tools like 529 plans and custodial accounts. In our latest blog post, we break down what these new accounts are, how they work, and what to know as more guidance becomes available. Click to read:

Recent legislation introduced a new type of savings and investment account for children: Sec. 530A “Trump” accounts. These accounts are intended to provide a tax-advantaged way to save for a child’s future. Because this is a brand-new account type, many details are still emerging. Here is an o...

03/12/2026

Tax season is here, and deadlines are approaching quickly!

To help us ensure your tax return is completed by April 15, 2026, we must receive all of your tax information by tomorrow – Friday, March 13, 2026.

If we do not receive all of your information by that date, we cannot guarantee your return will be completed by April 15, 2026, and you may be subject to late filing or late payment penalties.

Please submit your documents as soon as possible so we can serve you efficiently and help you avoid unnecessary penalties.

If you have questions about what to send, please contact our office.

12/25/2025

🎄Merry Christmas from all of us at PPG Partners!

We’re grateful for the trust of our clients and partners throughout the year, and we wish you a holiday filled with peace, joy, and time with the people you love.

12/23/2025

Here at PPG Partners, we’ve been busy celebrating the holiday season!

We kicked things off with a company Christmas party full of bowling, cupcakes, and prizes, and then wrapped it up with our annual potluck and Christmas sweater day. Grateful for our team and all the fun we get to share together!