Libman Tax - June 2019

LI BMAN 'S AWESOME LETTER

LIBMAN TAX STRATEGIES

JUNE 2019

Do You Know What Time It Is? A Mid-Year Evaluation With Your Favorite Tax Strategist

Hello, everyone! I’m back from the annual mental break I take following tax season. While my mind still feels a little broken, I’m back to being a functional member of society. I’m a human again — or at least, I’m trying to be. Even though I’m still getting back into the swing of the allegedly “normal” life I live for nine months of the year, I still want to use this time to impart some important tax wisdom. We’re in the month of June, which means summer has officially started. As you brainstorm awesome ways to keep your kids (who are fresh out of school and probably already bored out of their minds) busy during the summer break, I encourage you to make an appointment with me for a mid-year evaluation of your tax planning. I know many of you just saw me a few months ago, but personal and financial events — such as sending a child off to college, retiring, or getting married — happen throughout the year, and they all can have a big impact on your taxes. If you wait until the end of this year or even next spring to factor those changes into your tax planning, you might have waited too long. We can also evaluate your profit to income ratio for this year. This information will determine which changes, if any, you need to make be as successful and profitable as possible in 2019. “I know many of you just saw me a few months ago, but personal and financial events — such as sending a child off to college, retiring — or getting married, happen throughout the year, and they all can have a big impact on your taxes.”

During past mid-year evaluations, several of my clients discovered that they needed to add new marketing channels to increase their revenue, decrease expenses, or entirely overhaul their operations process. Changes like these can be made with a mid-year evaluation. Other clients find that they are headed in the right direction during their mid-year evaluation; no changes are needed, and they can continue through the rest of the year with some peace of mind.

All in all, while taxes might be the last thing on your mind as you start planning those awesome summer vacations, you’ll live out the rest of your year with a little less hassle

if you pay me a visit now. Give me a call at 626.280.6865. I know it will suck a little, but I promise that your future self will thank you!

-Adam Libman

424.253.0200 • 1

Published by The Newsletter Pro • www.TheNewsletterPro.com

www.adamlibman.com

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