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JULY CLIENT BULLETIN

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Travis Bechtel Scholarship Award 

The firm is pleased to announce that this year’s winner of the Travis Bechtel Scholarship is Adelyn Clemmer of Harleysville, PA. 

The award is given to a graduating senior of Dock Mennonite Academy (DMA), chosen by the school, who has excelled in academics, sports, and business.

Adelyn graduated Summa Cum Laude from DMA this year and is the daughter of Nate and Brooke Clemmer.

While at DMA, Adelyn was a member of the basketball, softball and volleyball teams and served on yearbook, Dock U net, Chapel Committee, Student Senate, and was a student ambassador.

She will be continuing her education at The University of Notre Dame majoring in Finance.

The Scholarship is named after a former employee of our firm, who passed at an early age after fighting a courageous battle with cancer.

Have a safe and happy holiday!

Just a friendly reminder that in honor of America’s Birthday, our office will be closed on Thursday and Friday, July 4th and 5th.

We will reopen on Monday July 8th.

Retirement plan distributions

Guidance on certain exceptions from 10% additional tax.

The Internal Revenue Service issued Notice 2024-55, which provides guidance on exceptions to the additional tax when taking early permissible retirement

plan distributions for emergency personal expenses and for victims of domestic abuse. 

Open the below link to read more about it.

Read more here