April 17, 2013
This was more than your typical tax season. With a plethora of changes to the tax code and a late start brought about by 11th hour congressional decisions, it was an even more harried and intense process than usual. We appreciate the good working relationships with our clients that helped us keep moving to meet the April 15 deadline—thank you!
With tax season just now moving into the rearview mirror, it’s hard to believe that we’re already well into the second quarter of the year. It’s time to focus on financial strategies and planning to assure that you come in for a perfect landing at the end of 2013.
To do this, you need a trusted advisor—someone who stays engaged throughout the year and has the perspective, acumen and commitment to understand your financial complexities and management implications.
We’re here to make that journey with you. We’re all exhaling in the wake of the tax deadline, but let’s not allow meaningful time to get away from us before we reengage and give direction to business in the coming months.
Consider us your trusted advisor and advocate, and call us right away to consider your plan for the year.
Here’s wishing you a successful 2013!
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.
The holidays can be overwhelming. You only have so many hours in a day, your gift list is long, and your budget may be tight. A bit of up-front planning and prioritizing can help save you time and money. Here are a few ideas to help you minimize the hustle and bustle, stay on budget, and find more peace this holiday season.
Instilling a thankful frame of mind among your staff makes for a gratifying work place. Consider a few suggestions for developing an atmosphere of thankfulness to get into the spirit of the holiday season.