JMF CPA ClientLine Newsletter

JMF CPA LLC

7800 Glenmore Drive

PO Box 1297

Powell, OH 43065

Phone: 614-408-3730

Fax: 614-408-3731

Cell: 740-972-0858

Email: jo@jmfcpallc.com

Website: www.jmfcpallc.com

October 2025

Your Year-End Business Plan

If you own a small business, reducing your 2025 tax bill and planning for a successful new year should be on your radar as the current year draws to a close.

Year-End For Individuals

As the year draws to a close, taxpayers should review their finances to optimize tax efficiency. One key strategy is maximizing retirement contributions, such as contributing to an IRA or 401(k), which can lower taxable income.

A Time For Giving

Year-end is a time for giving, not only to family and friends but also to charity. If you're among our readers who are passionate about philanthropy, year-end giving can offer the satisfaction of making a difference as well as significant financial advantages.

October 2025 Client Profile

Nicholas owns a small tech startup and has invested in various stocks through his personal investment account. Over the past year, his portfolio included shares of Company A, which he bought at $10,000, and Company B, purchased at $8,000.

Making Informed Benefits Selections

Open enrollment is a crucial time for employees to review and update their benefits for the upcoming year. To make the most of this period, it's important to consider several key factors.

Considerations For Employers

Open enrollment is an opportunity for business owners to review and communicate their benefit offerings, ensuring employees can make informed decisions. To ensure a smooth process, employers should start by reviewing plan options, costs, and compliance requirements, including updates to healthcare laws or regulations.

October 2025 Q & A

Let's talk about tax-loss harvesting for investors.

Holiday Tipping Guide: A Refresher

Tipping during the holidays is a nice way to show your appreciation to service providers for all they do for you during the year. Here are some general guidelines.

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