June 2025 Newsletter

Summer Financial Checkup 

It is already mid-year! Time to start thinking about your financial goals. A mid-year financial checkup is a great way to measure progress, check that you are still on course, and make any needed changes. It's as important as a semiannual checkup with your physician. Click below for your financial checkup.

Next LIVE Webinar:

We are excited to announce our next webinar topic is:

 Leveraging Real Estate: Smart Tax Moves and Innovative Funding Solutions  

Discover powerful tax strategies to optimize your real estate investments. Equip yourself with actionable insights to keep more of your profits and build sustainable wealth through real estate. We will cover the topics below:

1031 exchange

Cost segregation

Structured settlement

Funding & leveraging through an IUL

Tuesday, June 17th @ 11:30am

Spaces are limited - Click the link below to sign up!

Important Dates & Updates

Monday, June 16th

Due date for the second 2025 estimated quarterly payments.

Wednesday, June 4th - Wednesday, July 2nd

Best of Denton County Nominations

*more information to come*

Business Structure & Entity Consulting

Are you aware of the extensive legwork associated with forming an entity? Let one of our professional business structure consultants at Chandler & Knowles CPAs assist in the formation process to make certain you meet all of the requirements in a timely manner. 

2025 Tax Planning Meetings Available from May - January!

Call our office to schedule your appointment

817-430-3000

Don't wait to discuss tax planning for future returns. Tax planning is an ongoing, proactive, strategic plan that will help you make the most of your tax write-offs and deductions. Your talented tax planner will help you put together a long-term tactic for reducing your taxable income and deferring taxes until a later date. Tax planning is a legal way for taxpayers to use tax law to their advantage. Tax strategists know and understand the importance of planning for future tax savings. 

You have questions and we have answers!

It is essential to invest time in addressing strategic consulting and tax planning year-round. Call today to schedule your meeting!