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Wealthy business owners don’t wait for tax season—they plan before the year closes. Your December checklist should include: • Bookkeeping: Zero surprises come April. • Entity Review: The wrong structure costs business owners thousands every year. • Asset Protection: Your business is a wealth engine—protect it like one. Strategic planning now → bigger tax savings,

Should you delay or accelerate income this year? The answer isn’t one-size-fits-all—it’s a tax strategy. High-income earners and business owners can meaningfully shift tax liability by timing income and deductions the right way. Before December 31, review: • Your current vs. projected tax bracket • Bonus, distribution, or invoice timing • Opportunities to defer