Reminder for our business – owner advisory clients, please grab some time on Brian’s calendar (if you haven’t already) for Q4/Year-end planning. November and December should still show plenty of availability. Also, same thing for any clients who like to participate in annual/year-end planning. This is a great time for us to review estimated tax liability (make sure you are on track) as well as strategy before year-end.
If our availability is not lining up or you have other questions, please don’t hesitate to reach out. We hope everyone is enjoying the start of fall season!