I can’t believe it, but here we are, almost done with the month of August (!), school is already starting in many areas where we serve clients, and football is again being discussed as something to pay attention to. This summer has absolutely FLOWN by — and those of us who pay attention to politics are already tired of all of the midterm electioneering.
Frankly, it’s my opinion that “those of us who pay attention to politics” is a smaller number than it used to be, but that’s a story for another day.
But speaking of politics, you are probably aware that with the brand new tax code in front of us, that there are some brand new ways that YOU might be able to save on your taxes this year.
However, most of these opportunities are only available to those who take action BEFORE the year closes out. So I have an opportunity for you at the end of this note that you should consider…
Sure, we have some time — more than an entire quarter — but you and I both know that the pace doesn’t slow down, come fall.
And our national conversations aren’t doing any of us any favors. All we seem to hear about is division, seeming chaos, poor leadership all across the political spectrum, and international turmoil.
Which is why it’s so important for you to maintain your peace in the midst of it all.
Look — it’s no mystery, probably, why I choose to write so often about maintaining the proper perspective. We see clients from Orange County in here regularly, and you probably wouldn’t believe how often we have the same kinds of conversations. Finances touch a deep place of security (and fear) for so many, NO MATTER how much is in the bank accounts.
From the very well-off, to those deep in debt … everyone can pick and choose their poison these days, when it comes to fear.
I often play the role of counselor, in addition to helping my clients navigate their way through tax and financial decisions. Because Orange County families and individuals can make rash decisions in times of perceived crisis — and they often have unforeseen wealth complications that stem from those decisions down the road.
Which is why it’s critical that we take a look at how things are set up (tax-wise) for you and your family for the rest of 2018.
There are too many opportunities now for us to sit idly by.
And with school coming back, it is the perfect time to take a clear-eyed look at things, and plan for the best way to save as much as absolutely possible.
Call my office this week: (866) 282-3127 (or reply to this note) and request one of our limited Tax Planning Saver Sessions. During this session, we will analyze your current situation and identify clear action steps for the last quarter of 2018 — designed to save your bottom line hundreds (or even thousands).
You CAN control your tax strategy … and we can help.