Extensions Due -- Fiduciary 9/30/2023 -- Individual & C-Corp 10/16/2023

From the firm: A time of transition

blue box with From the firm text

During the summer months, typically, we tend to enjoy more time outside, traveling, and gathering with friends and family. This summer will certainly be different as many make the choice to stick a little closer to home and, perhaps, enjoy the simple pleasures of summer. To that end, we would like to wish you a happy and relaxing summer—whether you choose to venture out or plan a fun staycation!

To keep you looking forward financially this summer, we offer you clear tips and tactics for retirement planning in this issue. Be sure to find your “number,” and start your planning!

Because many of us may opt to do the majority of dining at home this summer, we also put together a pantry plan for you. Stock up with the suggested items on our list and then have fun trying a few new from-the-pantry recipes with your family. You can top off a good meal with a great read from our list of the best business books (so far) in 2020 as well.

If you are seeking some additional assistance on how to work remotely or host meetings virtually, we have you covered there, too. Check out a few recommendations from our Best practices for better online events article.

Have a warm and wonderful summer!

Your Trusted Advisors

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