October News To Know

Dear Clients and Friends,

Welcome to our October newsletter! As we transition into the vibrant colors of autumn and experience the cooler breezes, it’s a timely reminder of the importance of staying ahead with our financial responsibilities.

For our individual clients whose tax returns are on extension, please remember that the absolute final deadline to file is October 15, 2024. It is essential that we receive all necessary documents promptly to avoid any last-minute rush. If you have not yet submitted your tax documents, please contact your CJBS advisor immediately.

To ensure a smooth and secure submission process, we encourage you to use our electronic document submission options. You can upload your documents quickly and securely through our Client Collaboration HUB or by logging into our Client Portal. If you require any assistance or have questions about the document submission process, please don’t hesitate to reach out. Our team is here to support you in meeting this critical deadline.

With the arrival of Q4, it’s the ideal moment to focus on year-end tax planning. Whether it involves making charitable contributions, adjusting your investment strategies, or evaluating your retirement plans, proactive planning can significantly impact your financial health. Starting at the end of October, we will begin reaching out to clients individually to discuss personalized tax planning strategies that support your financial objectives Be on the lookout for our annual CJBS Tax Planning Guide later this year, which will help you maximize your deductions and credits

Stay safe and healthy,

The CJBS Team