Taxes
Federal and state tax resources, IRS tools, and CPA links your C2 team references most.
Tax News & Updates
The Michigan Department of Treasury has confirmed a revised individual income tax rate effective July 1, 2026. Clients with Michigan source income should confirm their withholding elections are current. Please reach out to your C2 CPA with any questions about how this change affects your projected liability.
Beneficiary Review: Why an Annual Check-In Matters More Than You Think
Life changes and your beneficiary designations need to reflect that. Outdated beneficiary designations on retirement accounts and insurance policies can override your will entirely. Your C2 team recommends reviewing designations annually. This update outlines what to look for and how to flag changes for your advisor.
PA Local Earned Income Tax June 15 Deadline Approaching
Pennsylvania local earned income tax filings are due June 15 for many municipalities. Local EIT obligations are separate from state income tax filings. Confirm your local obligations with your C2 CPA before the deadline to avoid penalties.
Tax Tools & Trackers
Missouri Department of Revenue
Pennsylvania Department of Revenue
Medical Expense Log
Charitable Donations Log
Tax & private wealth