We’re almost done with August (!), and the school season is already starting in many areas where we serve our clients. This summer has absolutely FLOWN by — and those of us who pay attention to politics are all probably eagerly looking forward to being done with the Presidential election cycle (which is still more than a year out!).

But in the shorter term, we’ll start seeing Congressional action on a whole slew of financial and tax-related items come fall.

Because as usual, there will be a variety of tax credits going bye-bye on January 1, 2016. And provisions that affect regular families are always a big part of this conversation. On top of this, with the economy still sputtering, continued chaos at home, in Greece, China and the Middle East … well, it can be a little hairy out there.

Which is why it’s so important for you to maintain your peace in the midst of it all.

Look — it’s no mystery, probably, why I choose to write so often about maintaining the proper perspective. We see clients in here regularly, and you probably wouldn’t believe how often we have the same kinds of conversations. Finances touch a deep place of security (and fear) for so many, NO MATTER how much is in the bank accounts.

From the very well-off, to those deep in debt … everyone can pick and choose their poison these days, when it comes to fear.

I often play the role of counselor, in addition to helping folks navigate their way through tax and financial decisions. Because families and individuals can make rash decisions in times of perceived crisis — and they often have unforeseen wealth complications that stem from those decisions down the road.

Which is why it’s critical that we take a look at how things are set up (tax wise) for you and your family for the rest of 2015. With school coming back, it is the perfect time to take a clear-eyed look at things, and plan for the best way to save as much as absolutely possible.

Call my office this week: (502) 426-0000 (or email me by clicking the button at the top of this page) and request one of our limited 2015 Tax Planning Saver Sessions. During this session, we will analyze your current situation and identify clear action steps for the last quarter of 2015 — designed to save your bottom line hundreds (or even thousands).

You CAN control your tax strategy … and we can help.

Until then…

Kevin Roberts
(502) 426-0000

Roberts CPA