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119 Old State Rd., Ellisville, MO 63021 CapitalAdvisoryGrp.com
JUNE 2019
Whew! That was the sound of the last tax return being filed at our office. Pat yourself on the back now that you’re done with your 2018 taxes! Doesn’t that feel good? And to all of you who joined us for shred day, give yourself another pat for getting rid of outdated documents and making space for the good things to come in 2019. Some of you may have caught us on the local radio recently. We had the pleasure of speaking with Jennifer and Jay on The Talk of St. Louis, Big 550 KTRS. We shared with listeners what we do here at Capital Advisory, and we had a blast with those two. If you listen to the program, you know how fun “The Jennifer and Jay Show” is.Thanks to the show, we connected with even more people in St. Louis who were seeking help with their taxes. It was awesome to get those folks in a good spot right before tax season and do what we’re best at: making people’s lives easier through tax preparation and planning. In that vein, we’d like to express our thanks to all of you.Thank you for allowing us to take care of your tax needs. It’s our pleasure to help you through this process, so you can feel confident that once you pass everything Making Way for 2019 THE BIG PICTURE
over to us, your taxes are taken care of. We love making taxes easy for you! We really enjoyed working with you to maximize your 2018 returns. Now that 2018 taxes are behind you, we’d love to work with you to maximize your tax strategy for 2019.There is still time to make the most of your taxes for this year, and we’ll help you do it. In 2019, we encourage everyone to look at the big picture in regard to their taxes. Tax season may be the window of time you reserve for compiling and filing taxes, but tax strategy is a seasonless endeavor. If you make time to strategize year-round, you will find tax season to be easier, more efficient, and more fun because you will maximize every
area of your life to benefit yourself next April. From itemizing your deductions to categorizing spending from your business, careful planning in the months after tax season — with our help, of course — will go a long way toward helping you keep more of what’s yours. Isn’t that what we all want? Together, let’s start planning and maximizing your returns for 2019. We’re ready for you! -Jeff and John Zufall P.S. You might just catch Capital Advisory on the Big 550 from time to time if you tune in.Thanks for listening!
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The Unspoiled Beauty of Central Idaho JOURNEY DOWN A RIVER OF NO RETURN
Even if most of your clients are located in other parts of the globe, the place your business calls home is a huge part of your identity. When a company makes a point to get involved locally, it’s doing more than making new connections and getting its brand out there — it’s also making a positive impact on the place it calls home. Most companies experience a slowdown in the summer. Here are some strategies to take advantage of that lull and create a plan for your business to get involved in the community and be a good neighbor. SUPPORT A LOCAL CHARITY Every town boasts its share of charities and nonprofits looking to make a difference. Find a cause you believe in, then help out. This could mean donating a portion of your revenue to a local women’s shelter, volunteering as a company at the soup kitchen, or sponsoring a gala that raises money for a children’s hospital. Supporting charities demonstrates your values and attracts the kinds of customers who share them. JOIN A PARADE This sounds unconventional, but sometimes it pays to think outside the box. Most towns put on a Fourth of July parade in the summer, so why not join in? Building a float could be a great team-building exercise, and a lot of people will turn up and see your mobile advertisement in the parade. Being in the parade shows that you’re part of the community, and when you top it all off by tossing candy to the kids, you’ll really make an impact. WORKWITH LOCAL SCHOOLS Your company could donate school supplies or even sponsor a program. Art and music programs are often the first to suffer from budget cuts, so support from a local business could make a huge difference. Donate art supplies to the classroom, sponsor high school theater productions, or offer scholarships to help young musicians pay for new instruments. Keep the arts alive by helping the kids in your community do what they love. These suggestions require time and resources to pull off, but making the effort can transform your company from just another business in a sea of many to a pillar in your community. 3 Strategies for Genuine Community Involvement MAKE A POSITIVE IMPACT
There’s more to Idaho than potatoes. Sitting square in the center of the Gem State is one of the largest contiguous areas of protected wilderness in the U.S. While the Frank Church- River of No Return Wilderness Area may not roll off the tongue as easy as Yellowstone or Yosemite, this 2 million- acre swath of mountains, gorges, and alpine lakes offers something for outdoor enthusiasts of all stripes.
RIVER OF NOWHAT, NOW? The name of the wilderness may sound a little ominous at first — who wants to travel down a river of no return? — but in truth, it’s a title from times gone by when canoes and small watercraft could travel down the Middle Fork of the Salmon River swiftly but couldn’t fight the current going back up. Today, those same rapids make the Middle Fork a wildly popular whitewater rafting destination, with plenty of local and out-of-state enthusiasts making a return journey every summer. RAFTING ISN’T FORME.WHAT ELSE YOU GOT? If crashing down 300 Class III rapids isn’t your speed, the Frank Church Wilderness has plenty of other ways to enjoy the wild mountain country.There are several lodges that were grandfathered in to the wilderness area, most of which are only accessible by jet boat, light aircraft, or good old-fashioned hiking. Some, like the Middle Fork Lodge, offer five-star accommodations, located conveniently close to one of the area’s many natural hot springs.Those with the right permits will find the rivers and lakes full of fishing opportunities, and the surrounding pine forests are teeming with game. LODGES? I JUSTWANTTO GET AWAY FROM IT ALL. For those looking for a truly unplugged experience, backpacking to the many campsites scattered throughout the region can be an incredible journey. If you spend a night beside the crystal-clear waters of Langer Lake, hundreds of miles away from any light pollution, you’ll find peace, quiet, and a sky bursting with stars. If you’ve ever wanted to experience a truly untamed part of the United States, Idaho is the hidden gem you’ve been looking for.
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IT AIN’T OVER ‘TIL IT’S OVER Why Now Is the Time to Think About Your Long-Term Tax Strategy
Yep, the 2018 tax season is over! It’s natural to breathe a sigh of relief and put all those documents away, out of sight and out of mind until next spring. But this may be the most important time to engage in your long-term tax strategy. You have about 10 months until your 2019 taxes need to be filed. It sounds like a long time, but when it comes to implementing a tax strategy, it’s almost not enough. Ideally, you’ll have your tax strategy divided into quarters so you can know how you’ll make the most of your taxes in an achievable, implementable way.This is a plan you should work on with us each year to
incorporate any changes regarding the tax law and your specific life circumstances. When it comes to charitable donations, you can maximize what you give with a little planning, knowing that you’re giving back and making a strategic move for yourself and your family.This will be important when it comes time to determine whether you should take the standardized deduction or opt for itemized deductions. You’ll want to talk to your tax advisor about what contributions you’ll make to family members, if a 529 plan makes sense for you and your family, and how these would fit into your long-term tax strategy. As always,
being diligent about tax documentation will pay off come next spring. In all aspects of tax planning and strategy, we’re here to help you make it happen. As your tax advisors and strategists, we work year-round to help our clients make the most of what they have. As you saw on Page 4, this month ushers in the summer solstice, the longest day of the year. We can’t think of a better way to use those extra hours of daylight than to put yourself in a great spot with your taxes for 2019. Give us a call and find out what our team can do to help you keep more of what’s yours.
TAKE A BREAK ZUCCHINI SALADWITH TOASTED HAZELNUTS
Ingredients • 3 small zucchini (3/4 lb.) • 1/2 tsp lemon zest, grated • 3 tbsp fresh lemon juice • 3 tbsp extra-virgin olive oil • Salt and pepper, to taste • 1/4 cup toasted hazelnuts, coarsely chopped • Mint leaves, for garnish • Parmesan cheese, preferably Parmigiano- Reggiano, for garnish With raw zucchini, toasted hazelnuts, and a robust Parmigiano-Reggiano, this early summer salad is a delight of different textures and flavors that will make a great side at your next cookout.
Inspired by Food & Wine magazine
Directions
1. Using a mandolin or very sharp knife, slice zucchini lengthwise into extremely thin, wide ribbons. 2. Arrange zucchini ribbons on a plate, sprinkle with lemon zest, and drizzle with juice. 3. Drizzle oil over zucchini, season with salt and pepper, and toss. 4. Scatter hazelnuts over the top, garnish with mint and cheese, and serve.
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119 Old State Rd. Ellisville, MO 63021 CapitalAdvisoryGrp.com
PRST STD US POSTAGE PAID BOISE, ID PERMIT 411
page 1
MakingWay for 2019
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Become a Pillar inYour Community
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Exploring the River of No Return
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Why This May Be the Most Important Time for Taxes
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Zucchini SaladWith Toasted Hazelnuts
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3 Things You Can DoWith More Daylight
Celebrating Summer Solstice and Father’s Day 3WAYS TO ENJOY THE LONGEST DAY OF THE YEAR
The summer solstice, which occurs on Friday, June 21 this year, is when the Northern Hemisphere is angled closest to the sun.This makes it the longest day of the year and a time of celebration and great significance in many cultures. Here are three ways to enjoy the longest day of the year this June. 1. HAVE A BARBECUE While some ancient civilizations later sunset and beautiful day. You’ll get to relax and unwind in nature, probably
celebrated the summer solstice with a bonfire, believing it to expel evil spirits, you can opt for a more mellow version of that with some burgers, buns, and the grill. Bring your neighbors and friends together to toast the start of summer and enjoy a relaxed summer evening outside. 2. GET OUT OFTOWN What better weekend to go for a camping adventure? Grab your tent, fishing pole, and cooler, and find a beautiful spot to camp out and enjoy the
the same way many civilizations originally celebrated this event. 3. TAKE DAD OUT Father’s Day is celebrated on Sunday, June 16, before the solstice. Now that you’ve given Dad his Father’s Day gift, the following Friday might be the perfect opportunity to treat him to it. Take him to a Cardinal’s game — they go to bat against the Reds on the 21st — or head to Golf the Galleries, the playable, artist-designed mini-golf course at Sheldon Art Galleries. It’s sure to be a hit.
Whatever you do on June 21, enjoy those extra hours of daylight! And to all the fathers out there: Happy Father’s Day! By the way, in 2020, the summer solstice will take place on June 20, the day before Father’s Day, so there’s no excuse for forgetting Dad’s gift!
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