Halloween came and went. We went trick or treating as Buzz Lightyear, Woody and Jessie. I haven't dressed up in YEARS but Buzz was very persuasive! We had a great time, and Buzz was pretty thrilled with his candy haul!
In a few weeks we will be hosting our friends from Germany and family for Thanksgiving. Soon after that, time will fly and we will be celebrating Christmas and New Years. The weeks always seem to fly at this time of year!
As many of us get caught up in the Holidays with family gatherings, shopping and holiday parties I would also like to remind all our clients that it is a GREAT time for taxes and year-end planning. Our CAISSA year-end meeting times are getting booked up. If you'd like to get together, call soon!
Julie and I will be making the rounds calling clients as well, and making sure RMDs have been distributed. This year could be a little heated again toward the last few days of December when capital gains distributions get kicked out. Please know this could create taxable income, potentially making this year a big one. Let's get ahead of that and try to harvest some tax losses to offset the gains!
I hope you had a fun Halloween and enjoy your Thanksgiving and holiday parties (and capital loss harvesting!).