Taxes
The One Big Beautiful Bill And You
Submitted by JMB Financial Managers on September 22nd, 2025
On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax cuts set to expire this year, making some of those rules permanent. The bill also creates several new tax laws for individuals while addressing other tax issues for businesses.1,2
Turn Tax Stress Into Savings: 6 Strategies for Small Businesses
Submitted by JMB Financial Managers on December 18th, 20245 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.
The Impact of Elections on the Markets and Tax Policy
Submitted by JMB Financial Managers on September 17th, 2024Tax 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.
5 Ways Business Owners Can Reduce Taxes Now
Submitted by JMB Financial Managers on June 22nd, 2023INFOGRAPHIC: 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.
3 Year-End Tax Saving Moves to Make in 2022
Submitted by JMB Financial Managers on November 16th, 20223 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.





