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October 2025 Client Line Newsletter

Your Year-End Business Plan – if you own a small business, reducing your 2025 tax bill and planning for a successful new year should be on your radar.

Year-End for Individuals – taxpayers should review their finances to optimize tax efficiency.

A Time for Giving – year-end is a time for giving to charity.

October 2025 Client Profile

Making Informed Benefits Selections – open enrollment is a crucial time for employees to review and update their benefits for the upcoming year.

Considerations for Employers – open enrollment is an opportunity to review and communicate benefit offerings to their employees.

October 2025 Question and Answer

Holiday Tipping Guide: a Refresher – guidelines for tipping service providers.

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P: 314-205-2510

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