As we approach the close of another year, we want to thank you for trusting us to support your business success. The year-end period brings both challenges and opportunities—from tax planning to team building to setting your business up for a strong start in the new year.

This edition of our magazine addresses the topics we know are top of mind for you right now. We begin with practical strategies to maximize your year-end tax position and avoid the scramble that often accompanies December 31 deadlines. We hope the tips help you stay organized and ensure nothing falls through the cracks as you close out the year.

Looking ahead to January, we explore how the new year presents the perfect moment to evaluate what's working in your business—and what's not. From clearing out operational deadweight to building a team culture that can weather the busiest seasons.

We also recognize that the holidays can be particularly demanding for business owners. You'll find guidance on how to enjoy this special time with family and friends while keeping your business running smoothly, plus a lighthearted look at different year-end planning personalities (you might recognize yourself!).

As always, our team is here to support you. Whether you need help with year-end tax strategy, financial planning, or simply have questions about managing your business, we're just a phone call away.

Here's to finishing the year strong and stepping confidently into 2025.