Summertime provides a critical window to reassess your financial situation for 2025, and to implement tax-saving strategies while there’s still time to adjust course.

In this month’s newsletter, learn about the dangers of mixing personal and business finances – and what you can do to keep your money in check.

If you’re interested in minimizing your tax obligations and maximizing your savings, consider the helpful tax cutting tips and ideas you’ll find in this newsletter.

As we hit the midpoint of 2025, it’s the perfect time to pause and assess. A mid-year review isn’t just a routine check – it’s a strategic opportunity to measure progress, adjust course where needed, and sharpen your focus for the months ahead.

In this edition of the Tax & Business Letter, learn more about two business laws that are in legal limbo as we start 2025 and some suggestions for how to approach these situations.

This month’s newsletter features several year-end tax tips to get you organized and find last-minute opportunities to cut your tax bill.