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 let us know what you love about working with your CJBS team and/or how we can serve you better. 

With the last quarter of the year well underway, it’s time to start thinking about year-end tax planning. It’s also the start of the annual “holiday season” which means it’s also time to think about cyber security. With the increasing number of people shopping online, staying on top of your online activity is becoming increasingly important. Below, we’ve highlighted a recent article on fraud that focused specifically on retirees. Knowing that fraud happens and how it happens is the first step in protecting yourself and/or your elders. 

Of course, at CJBS, we take cyber security very seriously and have implemented tools that support seamless collaboration while also protecting your information. This also helps enhance our client services by making it more convenient for you to work with us on your tax and financial-related documents. We recently began implementing a new Client Collaboration Hub that will make tax season easier for you, and we are excited to share more about it in the next few weeks.

Collaboration is one of our core values, therefore we believe that as your advisors, it’s important for us to both connect with and help you understand what’s important. To that end, we’ve also highlighted information from the IRS pertaining to victims of Hurricane Ian. We know how devastating a natural disaster can be and we want to help however we can. With many of our clients having second homes in Florida, we stand ready to assist you with the tax relief filing process. 

It can sometimes seem overwhelming to navigate the many different financial aspects life can throw at us. Whether it’s helping you navigate disaster relief programs, helping you better protect your online financial activity, or preparing and planning for this year’s taxes, we’re here to help. Reach out to your CJBS team member today with any questions. 

New Podcast

Did you know partnering with your financial team can help you achieve your goals? One of our CJBS Partners, Ryan Guedel, CPA, recently recorded a podcast with Private Vista, highlighting the ins and outs of working together with professionals to optimize your financial situation—including how best to plan for the future and what you can do in the short- and long-term to maximize your financial potential. Listen Here

Cyber Security

Online scams are here to stay, unfortunately. Recently, the FBI noticed a sharp increase in the number of fraud cases among retirees (article). Knowing how to protect yourself online is key to not falling victim to one of these criminals. There are a few basics to keep in mind if/when you are doing business online. AARP has recently created online support for its members via the AARP Fraud Watch Network. This includes a hotline as well as tips and tools to help protect yourself from would-be scammers. Learn More Here

Disaster Relief

Hurricane Ian was one of the most powerful storms to hit the US in decades. As a Category 4 storm, it caused significant damage throughout the Southeast, most particularly in southern Florida. As a result, the IRS has announced tax relief for victims of Hurricane Ian. Specifically, filing extensions have been granted to those who qualify for relief as a result of the hurricane. Read More Here

Stay safe & healthy, 

The CJBS Team