11/13/2025
The Holidays are upon us! Do you feel it? It’s an incredibly busy time of year…and such an important time for tax planning!!
• Do you know what to pay for your estimated tax payment due January 15th?
• Have you taken advantage of all the tax benefits available to your business?
• Are you aware of the impact of your investment activity on your tax picture for 2025?
• Have you made your 2025 retirement contributions or Roth conversions?
Now is the time to implement any final tax strategies. Once the year ends, we’re recording tax history for 2025 and executing tax plans for 2026.
I’ll be glad to help with those plans!