Week In Review
Historically, a government shutdown hasn’t had a big impact on the markets. So far, this shutdown isn’t different. Annex Wealth Management’s Dave Spano and Brian Jacobsen discuss.
Featured
Just Announced: Year-End Tax Planning Event
Join us at our Brookfield headquarters on October 14th to talk taxes! In this workshop, you’ll learn the importance of year-end tax planning and how it could reduce your lifetime income tax bill, how The One Big Beautiful Bill Act’s retroactive tax changes affect your tax and retirement planning for this year, what to do right now, during the months of October and November – the “sweet spot” for year-end tax planning, and see how running a “mock” tax return now can uncover opportunities to optimize your plan.
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Download
DOWNLOAD: Optimizing Through Change. 2025 Year-End Tax Planning
The passing of the OBBBA made permanent some provisions, and added some entirely new wrinkles to tax planning. There’s still time to optimize your tax plan. Find out what strategies might help you. There’s still time to optimize your tax plan; read “Optimizing Through Change. 2025 Year-End Tax Planning” today!
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Did You Know?
Did You Know? The IRS Is Phasing Out Paper Tax Refund Checks. What Does That Mean For You?
At the end of September, the Internal Revenue Services announced that paper tax refund checks for individual taxpayers will be phased out beginning on September 30, 2025. This change is designed to protect taxpayers, speed up refunds, and cut costs. Taxpayers should continue to file their returns as they normally would, however they should make sure they act now and make sure they know their banking information to ensure a smooth transition from paper to digital refunds.
READ MORE FROM THE IRS HERE →
Events
NAPLES | Single In Retirement | Tuesday, October 7
Join us at The Maddox in Naples, FL for our in-person version of our workshop Single in Retirement: Financial Planning Strategies. This event will be paired with a wine tasting.
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WEBINAR | Navigating The Markets | Thursday, October 9
Join Annex Wealth Management’s Brian Jacobsen as he shares with you the perspectives of the Annex Investment Committee.
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Download
Download “One Big Beautiful Bill Act Planning Tactics”
HR 1 – better known as the “One Big Beautiful Bill Act” – made permanent some provisions of the Tax Cuts and Jobs Act, passed in 2018. But OBBBA also brought new change to some key areas of tax planning. We’ve prepared a comprehensive summary of some tactics you might consider adding to your tax plan. Download now!
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