Thank You. Truly.
This week, we are taking a break from our 4 part tax plan series. We want to stop and say thank you.
This has been a very good year for Porter & Company. More clients trust us than ever. But we stretched our team too thin. That led to a lot of last minute work, and we know some of you felt it. We are sorry, and we promise to get better.
Tax work can be thankless. You see a return that is filed and correct. You don’t see the late nights it took to get there.
Our tax team worked many late nights, often giving up time with their families to take care of you. Our accounting team kept your books moving and on time. Our admin team held it all together. All 17 of our team members gave more than we asked.
So we gave the whole team Friday off to rest and get ready for Advisory season.
To the clients who brought lunch, sent snacks, or just said thanks: it meant more than you know. We truly love you.
Thank you for your trust. We never take it lightly.
Next week, the series returns with Part 4: Big income years. Roth conversions, charity, and what a real tax plan looks like.
Vince
P.S. Our referral giveaway ends October 25. Refer business owners, real estate investors, or fund operators for a chance to win a free Vision tax plan. Every 5 qualified referrals earns you 1 entry.
MONDAY – Office Hours: Protect What You Built
You work hard to build wealth and keep more of it. Now here is a harder question. If something happened to you or a key partner tomorrow, would your business and your family be ready?
October is Life Insurance Awareness Month. Join us this Monday for a free webinar.
Life Insurance Awareness Month: Protect Your Business, Your Family, and Your Legacy
When: Monday, October 19, 2:00 to 3:00 PM Central
Where: Zoom
Presenter: Emtiaz Sultanali, Licensed Financial Professional
You will learn how life insurance helps with:
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Business continuation. Keep the business running if an owner passes away.
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Key person protection. Protect your company if it loses someone hard to replace.
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Buy sell funding. Make sure partners have the cash to buy out an owner’s share.
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Estate planning. Pass on more of what you built to the people you love.
Spots are limited. Can’t make it live? Register anyway and we will send you the recording.
Standing offer : twenty minutes , whenever you need it
A few of you have already used this and I want to make sure everyone knows it exists.
If you are working through a decision, a property, an exit, an investment, a strategy someone pitched you, or a question you are not sure is big enough to ask, there is time on my calendar for it. Twenty minutes on Zoom or the phone, no cost, nothing attached.
You do not need to be a client. Forward it to whoever needs it.
Until next week. Your success is our success. Thanks for reading !
Vince & the P&C Team
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