August News To Know

Dear Clients & Friends,

August is here, and our team is already focused on a smooth fall filing season.

Extension Deadlines

Time to get organized! September 15 (business) and October 15 (individual) are around the corner. Send any outstanding tax documents now so we can finalize your return without delay. Questions? Your CJBS advisor is just a call or email away.

Coming Legislative Insights

A new “Big, Beautiful Bill” promises notable tax changes. Watch for our quick-read brief later this month—what’s changing, why it matters, and how to prepare.

Summer Highlights

We wrapped up our annual summer outing, recharging as a team so we can serve you even better this fall.

In This Issue

• Key tax-extension reminders
• Sneak peek at the latest tax legislation
• Tips for back-to-school and college-planning strategies

Thank you for being part of the CJBS community. Here’s to a productive transition from summer to fall!

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.

Education & College Planning

A new school year is around the corner—making now the ideal time to tighten your education strategy. CJBS can help you:

• Fund the future with 529 plans, Coverdell ESAs, or custodial accounts
• Claim every break by maximizing the American Opportunity and Lifetime Learning Credits
• Fold tuition into your bigger picture so education costs work with—not against—your broader financial goals
• Navigate aid and paperwork to position your family for the best possible assistance

Every family’s path is different. Let’s map out the most tax-efficient, budget-friendly way to cover education costs today and for years to come. Reach out to your CJBS advisor to get started.

CJBS Summer Outing

This year, our team gathered at the Hideaway Brew Garden to enjoy good food, cold drinks, and some friendly competition in a variety of games—all under the gorgeous summer sunshine. It was a perfect way to relax, connect outside the office, and celebrate our team spirit as we head into a busy fall season!