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Turn Tax Stress Into Savings: 6 Strategies for Small Businesses

Submitted by JMB Financial Managers on December 18th, 2024

Did the 2023 tax season leave you feeling down? For small business owners who filed in October, the sting of their annual income tax return hasn’t worn off yet. Now is the perfect time to regroup and prepare a strategy for the 2024 tax year.

Tags:
  • Small Business
  • Taxes
  • Read more

5 Financial Steps to Take at the End of the Year

Submitted by JMB Financial Managers on December 3rd, 2024

The end of the year is prime time to reflect on whether you've met your financial goals. Some examples include repaying debt, saving for college, or building an emergency fund. Giving your finances a year-end checkup can help get you back on track.

Tags:
  • Paying for College
  • Taxes
  • Read more

The Impact of Elections on the Markets and Tax Policy

Submitted by JMB Financial Managers on September 17th, 2024

With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what happens on November 5 impact my finances?”

Tags:
  • Current Events
  • Taxes
  • Read more

Tax Savings Strategies

Submitted by JMB Financial Managers on January 16th, 2024

The next month or so is the time to get your documents in order and make sure you have all the information you and your accountant will need to file taxes for 2023. I want to help you make the most of your opportunities and lower your taxes wherever possible.

What can you do now? We have put together a process that you can follow to assist your tax planning.

Tags:
  • Taxes
  • Read more

5 Ways Business Owners Can Reduce Taxes Now

Submitted by JMB Financial Managers on June 22nd, 2023

Did the 2022 tax season leave you feeling blue? For many small business owners, the sting of their annual income tax return hasn’t worn off yet. Now is the perfect time to regroup and revamp your strategy for tax year 2023 and beyond.

Tags:
  • Small Business
  • Taxes
  • Read more

INFOGRAPHIC: 5 Charitable Giving Ideas That Will Also Reduce Your Taxable Income

Submitted by JMB Financial Managers on December 22nd, 2022

‘Tis the season of giving and, as the end of the year approaches, it is also the time to make year-end tax saving moves. Regardless of the tax benefits, giving back to your community, especially after the difficult year we’ve had, can truly change people’s lives.

Tags:
  • Charitable Planning
  • Taxes
  • Read more

3 Year-End Tax Saving Moves to Make in 2022

Submitted by JMB Financial Managers on November 16th, 2022

Year-end is quite possibly the most hectic time for small business owners, and 2022 is no different. Even if the year unraveled differently than planned, it is time to look back, measure how the business did, and begin planning for 2023.

Tags:
  • Financial Planning
  • Taxes
  • Read more

3 Year-End Tax Saving Moves to Make in 2021

Submitted by JMB Financial Managers on November 23rd, 2021

Year-end is quite possibly the most hectic time for small business owners, and 2021 is no different. Even if the year unraveled differently than planned, it is time to look back, measure how the business did, and begin planning for 2022.

It’s also a time to make year-end tax moves to help reduce your tax bill and end the year as fiscally responsible as you possibly can.

Tags:
  • Current Events
  • Taxes
  • Read more

3 Ways Business Owners Can Save on 2021 Taxes

Submitted by JMB Financial Managers on June 21st, 2021

Did the 2020 tax season leave you feeling blue? For many small business owners and independent contractors like yourself, the sting of the tax bite is just wearing off. Now is the perfect time to recoup and revamp your tax strategy for 2021. In this article we’re going to discuss three ways business owners can save on taxes in 2021:

Tags:
  • Retirement Planning
  • Small Business
  • Taxes
  • Read more

5 Tips for Charitable Giving to Reduce Your Taxable Income

Submitted by JMB Financial Managers on December 15th, 2020

‘Tis the season of giving and, as the end of the year approaches, it is also the time to make year-end tax saving moves. Regardless of the tax benefits, giving back to your community, especially after the devastating year we’ve had, can truly change people’s lives.

Tags:
  • Charitable Planning
  • Taxes
  • Read more
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  • 6 Hutton Center Drive, Suite 1280 Santa Ana, CA 92707
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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