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This month:

January 1: New Year’s Day

January 15: 4th Quarter Estimated Payments Due

January 21: Martin Luther King Jr. Day

Start tax planning for the new year:

– Adjust withholdings

– Organize filing records

– Schedule tax consultation

– Rebalance investment portfolio

The new year is upon us! As you finish cleaning up the champagne glasses and confetti, now is the time to start thinking about your tax preparation plan. This issue is packed with useful information including tips to receive a faster refund. In addition, there are ideas to manage cash flow for your business, things to consider when living with a smart speaker, and age-appropriate suggestions for teaching your children how to handle financial matters.

Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free to send it to them.

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