Happy Spring! Happy Passover and we wish you all the joys of the Easter Season! Springtime represents a season of rebirth and renewal, which everyone could use in their life. Regardless of your tradition, we we wish for all of you the renewal this time of year can bring.
Tax season is fast approaching – and this is the most important tax season in decades. The Tax Cuts and Jobs Act is the largest overhaul of the tax code since 1986. It contains many provisions affecting everyone from parents to small business owners – provisions that could have a big impact on your finances.
When it comes to reaching your financial goals, it’s critical that the various financial professionals you work with be in close communication with each other. That’s never been truer than today. Because taxation can affect everything from your income to your investments to your retirement plan, you need to have your entire financial situation in mind as you prepare to file.
To help, I would be happy to speak with your accountant or tax preparer. If you wish to designate a CPA or other licensed tax preparer to whom we may release your investment information, please contact me at (212) 489-8443 or Paul@PaulReback.com. I recommend doing this soon so we have as much time before the April 17th deadline as possible.
In the meantime, remember that I am here to answer your questions, reduce your stress, and help you work toward your financial goals. Please don’t hesitate to let me know if there’s anything I can do for you. If you have any friends, family members, or co-workers who need someone to talk to about their financial situation, please consider passing along our name. We would be honored to be a sounding board for them to look over their plan and help them organize their financial puzzle pieces.
It is an honor to serve you and your family! We are truly blessed to have such amazing clients to work with!