11/06/2026
⏰ 55 days until December 31st — are you ready?
November is your sweet spot for year-end tax planning. Here's what to think about NOW, while there's still time to act:
💰 Retirement contributions — max out your 401(k), IRA, or SEP-IRA before it's too late
📉 Tax-loss harvesting — review your investments for opportunities to offset gains
🏗️ Equipment purchases — need a Section 179 deduction or Bonus Depreciation? Buy and place it in service before 12/31
🔄 Roth conversions — your income picture is clear enough now to evaluate whether a conversion makes sense
Waiting until December = fewer options. Let's plan now. 📩
Reach out to schedule a year-end review: 262-796-1040 | www.ewhsba.com