July News To Know

Dear Clients & Friends,

We hope your Fourth of July was both safe and memorable. To mark the holiday, our team wrapped up early on July 3 so everyone could recharge and spend quality time with family and friends.

Mid-Year Financial Check-In

The halfway point of the year is the perfect moment to review your financial goals. If any of the situations below apply to you, please connect with your CJBS advisor so we can help you optimize your strategy:

• Income changes – raises, bonuses, or new equity/stock awards
• Major life events – marriage or other significant milestones
• Real-estate activity – buying, selling, or refinancing property
• Business shifts – launching, acquiring, or closing a venture

Summer at CJBS

Our summer softball league and an all-company outing later this month give us time to strengthen our own team spirit—something that ultimately benefits the service we deliver to you.

Inside This Issue

• Key tax deadlines for clients on extension
• Community highlights and firm news
• CJBS was named one of the Best Places to Work in Illinois
• How CJBS supports athletes & entertainers during their busy season—and beyond

Thank you for being an essential part of the CJBS community. Here’s to a productive and enjoyable July!

Upcoming Tax Deadlines

If your business or personal return is on extension, we’re already working to close the books well before the September 15 (business) and October 15 (individual) due dates. To keep everything on track, please forward any new tax documents you receive this summer as soon as they arrive. Timely information helps us deliver an accurate, stress-free filing—so you can focus on the rest of your summer.

Supporting Athletes & Entertainers

Summer means a nonstop schedule of games, tours, and appearances. When you’re constantly on the move, financial details can easily fall off the radar. That’s where CJBS comes in—providing specialized guidance designed for the unique pace of athletes and entertainers.

How We Help

• Tax & Contract Support- From multistate and international filings to contract reviews and negotiation insight, we ensure you sign with confidence and stay compliant everywhere you work.

• Bill Pay & Cash-Flow Management- We handle day-to-day bookkeeping, automate bill payments, and deliver real-time cash-flow snapshots, so you always know where your money is going—no surprises.

• Real Estate & Retirement Planning- Whether you’re purchasing property or mapping out long-term investments, our advisors help you make smart decisions today that secure your future beyond the spotlight.

• Team-Based Coordination- We collaborate seamlessly with your agent, financial advisor, or family office, keeping everyone aligned and your strategy cohesive.

Whether you’re signing your first contract or planning life after the stage, CJBS delivers the industry-specific support you need to thrive—both in the spotlight and long after it fades.