Keep track of everything happening with the Kruggel Lawton team – from tax deadlines and chamber networking, to community involvement and special events.

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August 2014

Annual Blood Drive Challenge

August 11 - October 31

In what has become an annual tradition, Kruggel Lawton and Old National Bank will face-off for the group’s seventh Blood Drive Challenge! During the twelve-week challenge, associates and their family members will be encouraged to make a donation at any South Bend Medical Foundation blood donor center or other area blood bank. As friends of Kruggel Lawton, we welcome you to participate! When you donate blood between August 11 and October 31, email Erin to tell her the date and location…

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November 2014

Succession Planning Seminar – Business Valuation

November 6 @ 8:00 am - 10:00 am
St. Joseph County Chamber Briefing Center,
401 E. Colfax Ave., Suite 310 , South Bend, IN 46617 United States

Kruggel Lawton is Proudly Sponsoring This Seminar Series Presented by the St. Joseph County Chamber of Commerce *All events to be held in the Chamber Briefing Center, 401 E. Colfax Ave., Suite 310, South Bend from 8:00-10:00 a.m. Thursday, November 6 Business Valuation Essentials Your business may be your largest asset. As such, its value is a crucial piece of your estate and/or succession planning. Understanding your business’ worth allows for informed decisions and, ultimately, financial success. The key points of determining a…

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CFO Summit

November 12 @ 8:00 am - 4:30 pm
Essenhaus Inn & Conference Center,
240 U.S. 20, Middlebury, IN 45640 United States

You’re invited to attend Kruggel Lawton’s 7th annual CFO Summit. CFOs and controllers are uniquely positioned to significantly impact the performance and success of their companies – well beyond traditional accounting functions. We know you wear a lot of hats. That’s why this full-day program features a range of timely topics geared towards busy financial managers. Sessions will include: Thought-Provoking Presentation on Ethics – Adam Kronk, Program Director of the Notre Dame Deloitte Center for Ethical Leadership, University of Notre…

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December 2014

Succession Planning Seminar – Structuring and Funding

December 3 @ 8:00 am - 10:00 am
St. Joseph County Chamber Briefing Center,
401 E. Colfax Ave., Suite 310 , South Bend, IN 46617 United States

Kruggel Lawton is Proudly Sponsoring This Seminar Presented by the St. Joseph County Chamber of Commerce   Structuring and Funding Your Succession Agreement Wednesday, December 3 8:00-10:00 a.m. Chamber Briefing Center 401 E. Colfax Ave., Suite 310 South Bend, IN 46617 This session will focus on the funding process: how ownership and succession strategies are affected by tax considerations, developing buy-sell contracts to address business operations, authority, succession; specific provisions of the agreement, common mistakes in drafting the agreement, and…

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April 2015

Tax Deadlines

April 15, 2015

Deadline to file individual tax returns (Form 1040, 1040A, or 1040EZ) for the year 2014 or to request an Automatic Extension (Form 4868). An extension provides an extra six months to file your return. Payment of the tax is still due by April 15th. You can submit payment for tax along with the extension form. Last day to make a contribution to traditional IRA, Roth IRA, Health Savings Account, SEP-IRAor solo 401(k) for the 2014 tax year. (However, if you get an extension, you will have until October 15th to…

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Offices Closed

April 16, 2015

To mark the end of another busy tax season, Kruggel Lawton offices will be closed on April 16 so our team can rest and recharge.

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May 2015

Tax Deadlines

May 15, 2015

Deadline for non-profit organizations to file information returns (Form 990) for the year 2014, or request an extension (Form 8868).

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June 2015

Tax Deadlines

June 15, 2015

Second quarter estimated tax payments due for the 2015 tax year. Deadline for US citizens living abroad to file individual tax returns and to pay any tax due. You can request an additional 4-month extension (Form 4868). (You can request an automatic extension by April 15th instead if you want to.) Two tax breaks important for Americans working abroad are the Foreign Earned Income Exclusion and the Foreign Tax Credit.

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Tax Deadlines

June 30, 2015

Deadline to file Foreign Bank Account Report for the year 2014. This report is required if you have over $10,000 (in aggregate) held in foreign bank accounts. Foreign Bank Account Reports have a new form number (FinCEN Form 114) and must be filed electronically.

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