Most of these individuals “did” their taxes versus “preparing” their taxes. The difference is an issue of looking backwards (doing) versus forward (preparing). Whether we like it or not, taxes are a reality. Given that, taking the time to prepare your taxes NOW at the beginning of September is one of the best things you can do.

While you may not like what you see, you WILL see it—and you’ll be able to make any adjustments either in estimated tax payments or tax-savings strategies to avoid surprises next April.

If you have any questions, feel free to reach out and I’ll be happy to discuss strategies with you and/or your team.

Would You Like More Support?

• Do you have a well-defined and actionable tax strategy as an integral part of your comprehensive financial plan?

• If not, would you like to partner with someone who will systematically develop (and support you in implementing) your tax plan while focusing on your desired outcomes?

If so, feel free to send us an email or give us a call. We’d love to have the opportunity to help you find a bit more peace of mind when it comes to investing.

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