Table of Contents

• We’re Hiring Summer Interns!

• Office Hours - March 18th at 2pm

  • February Recap: What We Covered

  • March Office Hours Are Coming Up – Don’t Miss Out!

• March 17th Tax Deadline Reminder

• Kevin from The Office

We’re Hiring Summer Interns! 

Know an accounting student looking for real-world experience at a high-energy CPA firm? Send them our way.

• Internship: May – July 2025

• College credit available

• Hands-on work in admin, tax, & accounting
  

We’re actively interviewing and have just one spot left to fill. Feel free to share our application.

Apply here.

Office Hours - March 18th at 2pm

Office Hours are your chance to pick my brain , Vince, in a group setting—at a fraction of my usual hourly rate. Each session dives into real-world tax and financial strategies, giving you direct access to expert insights without the hefty price tag.

February Recap: What We Covered

Our last session tackled some big tax topics, including:

• Foreclosure & Taxes – How LP investors can navigate capital losses, depreciation recapture, and cancellation of debt income.

• Offsetting Capital Gains – Strategies for reducing tax on 8-figure liquidity events, and when just paying the tax makes sense.

• Cost Segregation for Single-Family Rentals – Even a $300K property can generate serious tax savings with the right approach.

• Why Some Investors Can’t Use K-1 Losses – Unlocking passive losses through strategic structuring.

• Missed LLC Tax Filings – When you need to amend a 2023 filing and when you don’t.

March Office Hours Are Coming Up – Don’t Miss Out!

This is an "Ask Vince Anything" session—got a question? Ask away! You can ask anonymously and we’ll address it in a general way without sharing details.

✅ March 18th, 2pm -  Sign up here 

🔹 Limited Free Spots Available! The first 25 people get in free—after that, it’s just $55/month for live access and past recordings. Want even more support? Join the P&C Advisory Collective for $165/month and get Office Hours plus exclusive expert guidance.

🔗 Choose Your Plan:

• Grab a free spot (while they last) – Sign up here 

• Office Hours Access Only – $55/month – Office hours only access 

• Full P&C Advisory Collective Membership – $165/month - Group Advisory at the P&C Collective

Looking forward to seeing you there—let me know if you have any questions!

March 17th Tax Deadline Reminder

Next Monday is March 17th, which means if you have a calendar-year 1065 (partnership) or 1120S (S-corp), your tax return is due.

If you haven’t sent us your info yet—don’t panic. If we handled your taxes last year, we’ve already filed an extension for you, giving you until September 15th to file on time.

New to us this year? Our deadline to receive documents for on-time filing was February 28th, so hopefully, you’re all set. If not, I would advise you go get Form 7004 filed as the penalties are $180/K1 per month for being late.

As we’ve mentioned before, we schedule tax work throughout the year to avoid last-minute crunches. We’re wrapping up most of the returns planned for completion by April 30th, but if yours is still outstanding, Andre will be reaching out soon with a reminder.

Not sure if your extension was filed? Need to send documents? Andre, our Client Service Manager, is your go-to. Email him directly at [email protected].

Kevin from The Office

Remember Kevin from The Office? Yeah, that Kevin—the chili-spilling, number-crunching legend. He took my Cameo money and gave our team a shoutout for Employee Appreciation Day. Because nothing says "we value you" like a message from the Accountant of all Accountants himself.

And in case you need a refresher on his real legacy, here’s the infamous chili scene he referenced: Watch Here.

Let’s just hope our interns handle tax season better than he handled that pot.