From the firm: Make a plan, then take a break this holiday season

With the hubbub of the holidays almost here, November and early December may be the only time you have available to do your end-of-year financial planning. Whether your focus is personal finances or business interests, you can always contact us for help with tax planning. 

Perhaps more than any event in recent memory, the pandemic has driven home the value of establishing or strengthening a personal or business emergency fund. If building an emergency fund is one of your New Year’s resolutions, we have some tips to make the process as pain-free as possible. We also have guidelines so you can be sure the financial gifts and incentives you give this holiday pass muster with the IRS. And make sure you check out our list of 22 tax breaks you may be able to use for your small business.

Especially when it comes to your business interests, being proactive now in your tax plans and strategic goal setting can pay off significantly in 2022. That’s why we encourage you to act as soon as possible so you can relax and enjoy time with family and friends during your holiday celebrations. Let us know if you need any assistance. 

When you’re ready to focus on fun this holiday season, you’ll find plenty of inspiration in this issue. Check out our ideas for frugal ways to spend time with family and friends. And if gathering around a crackling fire sounds inviting, check out our “Life and living” article for accessories that make the experience even better, as well as tips for keeping it safe.

Once you’re all warmed up, it’s time for your family to get their game faces on for some fun and popular games that can bring everyone together during the holidays and beyond. 

As we all look ahead to the coming year, we wish you much happiness, good health and success in all you do.

Your Trusted Advisors

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