January 2024

 
INTRODUCTION TO FINANCIAL WELLNESS MONTH
 

As January ushers in a new year and fresh beginnings, it also brings with it a reminder to prioritize a fundamental aspect of our lives—our financial wellness. Financial Wellness Month is a time for reflection and action, urging us to take charge of our financial destinies. At Pratt and LeFevre, we understand that financial wellness is not just about money; it's about how we manage, protect, and grow our financial resources. It's about achieving a sense of security, regardless of life's uncertainties. In this month of financial introspection, we invite you to explore the world of possibilities that can unfold when you partner with us. As experts in business structuring, tax reduction, and asset protection, we are here to guide you on your journey towards financial success and peace of mind.

Your Corporate Strategic Advisor (CSA) can meet with you regularly as your guide. Don’t have a CSA, or don’t know who your CSA is? Contact John Turner at johnt@prattandlefevre.com or by calling 833-772-8848.

THE IMPORTANCE OF STRATEGIC BUSINESS STRUCTURING FOR FINANCIAL WELLNESS

AWhen it comes to achieving financial wellness, one crucial element is often overlooked—your business structure. At Pratt and LeFevre, we specialize in helping small business owners like you unlock the full potential of your business while minimizing tax liabilities and safeguarding your assets. Our unique strategies for business formation and structuring go beyond the conventional, offering you a pathway to financial stability and growth. By structuring your business smartly, you can pave the way for a more secure financial future, ensuring that you keep more of what you earn and protect what you've worked so hard to build. This Financial Wellness Month, let us show you how strategic business structuring can be a cornerstone of your financial success story.

Know someone else who could benefit from our strategy as you have? Connect them with your Account Executive, or with our National Sales Director, Daniel McCraine: danielm@prattandlefevre.com, or 833-772-8848.

NAVIGATING TAX SEASON WITH CONFIDENCE

As Financial Wellness Month coincides with the start of a new tax season, it's the perfect time to address the financial aspect that often causes anxiety for many small business owners—taxes. Pratt and LeFevre is your trusted partner in navigating tax season with confidence. Our experienced team offers expert tax preparation and consulting services tailored to your unique business needs. We understand the importance of proper record-keeping, identifying deductions, and maximizing your tax savings. With our support, you can approach tax season with peace of mind, knowing that you have a team of professionals dedicated to ensuring your financial success. Let this be the year you breeze through tax season and set a course for financial prosperity.

Our team of bookkeepers, CFO’s and CSA’s will work together to help you have the nicest tax season you’ve ever had!