June News To Know

Dear Clients & Friends,

Summer is here, and we have a few important updates to share as we move through June. We are finalizing plans for our move into CJBS’s permanent office space at 10 Parkway North, Suite 200, Deerfield, and we will share more details as soon as our timeline is confirmed.

As with any construction project, a few unexpected delays have come up. While our official move-in date is still being finalized, our team remains available and committed to supporting you. We appreciate your patience and flexibility as we work through these final steps, and we look forward to welcoming you into the completed space soon.

As a reminder, team members may be slow to respond the week of Monday July 6th due to the move.

We are also enjoying our seasonal Summer Fridays. Our office will close at 2:00 PM each Friday during the summer, so please plan accordingly if you need assistance at the end of the week.

As always, if you have questions or need assistance, please reach out to your CJBS advisor. We are here to support you year-round.

Mid-Year Tax Planning & Reminders

With the second quarter coming to a close, now is a good time for a mid-year tax review. Proactive planning can help you avoid surprises, minimize your tax liability, and take advantage of available strategies before year-end.

A mid-year check-in may be especially helpful if you have experienced any major personal or business changes this year, including:

• A change in income
• A new job or business
• A large purchase or sale
• Changes to withholding or estimated payments
• Retirement contribution planning
• Significant medical, education, or charitable expenses
• Business growth, staffing changes, or cash flow shifts

Our team can help review your current situation and determine whether any adjustments should be made now for a smoother year-end process.

We are also continuing to work on tax returns that are on extension. If you have any outstanding documents, updated information, or items still pending, please send them to us as soon as possible so we can complete your return accurately and efficiently.

Upcoming Tax Due Dates

Warmly,

The CJBS Team