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CJBS

SECURE Act 2.0: Recent Updates to the SECURE Act in 2022 

Dear Clients & Friends,   In 2022, the Senate Finance Committee updated the original 2019 SECURE Act, resulting in the SECURE Act 2.0. These updates are intended to help businesses and their employees plan for the future in more comprehensive financial ways. These new provisions will take place over several upcoming years.  The SECURE Act (Setting […]
February 9, 2023
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January News To Know

Dear Clients & Friends, Happy 2023! The new year has begun, which means it’s time to start finalizing your 2022 taxes if you haven’t already. Our new Client Collaboration HUB is the perfect place to get started. However, if you are a business, the most pressing issue is ensuring that you meet the dates for […]
January 12, 2023
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Moving to QuickBooks Online with CJBS

Dear Clients & Friends,   As a business owner, one of the most important things you can do for your business is to make sure you have the right infrastructure in order to gain a better understanding of your financial situation and to make informed decisions. We know many of you are longtime QuickBooks users, so […]
December 20, 2022
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December News To Know

Dear Clients & Friends,  Happy holidays!  As December draws to a close, the CJBS team is working hard to set you up for success in the 2022 tax season. With only a few weeks left in the year, now is the time to ensure your current tax strategies still meet your needs. It’s also the […]
December 8, 2022
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Year-End Tax Planning for Unexpected Gains 

Dear Clients & Friends,   Fall is officially underway as the air gets cooler and the trees change into their stunning orange, yellow and red leaves. Not only that, but the holidays are around the corner with Thanksgiving only a week away! Before we get too caught up in family time, it’s a good idea to […]
November 18, 2022
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November News To Know

Dear Clients & Friends, Extended tax season just ended, and we appreciate your trust in us as we strive to provide the best possible service to our clients. You may receive a survey requesting feedback on our services in the next few weeks. We would love to hear from you! Please take the time to […]
November 3, 2022
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