Capital Advisory Group June 2018

Capital Advisory Group June 2018

THE

119 Old State Rd., Ellisville, MO 63021 CapitalAdvisoryGrp.com

JUNE 2018

SUMMER IN ST. LOUIS

When you’re a kid, once you’re released from school for the summer, life becomes all about

From certain vantage points in town, you can see four or five displays going off at the same time — it’s incredible! Bluebird Park, Ballwin, and many other spots around St. Louis have their own show going on, and it’s a great way to spend the holiday. We celebrate our independence with the people we love and are reminded of how fortunate we are to call this place home. Speaking of feeling fortunate, we’re feeling just that after spending a day with the folks

goofing off for hours on end with your friends and being outside as much as possible. Getting into trouble is, of course, part of the equation — usually by playing harmless tricks on each other. When I was growing up, we rode our bikes everywhere, and if we weren’t on our bikes, we were running around from one place to the next, causing some type of mayhem. We often rode our bikes to the pool to cool off on a hot day. We’d pedal there and back, and despite the cool water we swam in, you’d get hotter during the sunny ride back than you were on the way there. Missouri humidity is no joke. Camping was also something we did a lot of when we were younger. We goofed around, swam, fished, and hiked in the great outdoors. It was fun to spend time as a family and get out in nature. These days, my summers are a bit tamer. I look forward to getting outside to enjoy the weather and work on my golf game, and we usually plan a trip to see another part of the United States.The Fourth of July is a big summer highlight for us.

success, for the trees saved and the great interactions we had that day. We look forward to hosting it again next year. For now, enjoy these relaxing summer days in whatever fashion you prefer — playing golf, hanging by the pool, or simply sitting on the porch with an iced tea in hand.

who came out to our Shred Day! Thank you to everyone who came and brought their outdated documents. Together, by allowing our documents to be recycled, we saved 20 trees! That’s pretty great, isn’t it? You can feel good knowing that instead of taking up space in your closet, that paper was securely disposed of and recycled by a great local shred company. Capital Advisory Group and Mother Earth thank you. Wasn’t it great to be part of the fun? We’d call that a

-Jeff Zufall

(636) 394-5524 1

Published by The Newsletter Pro • www.TheNewsletterPro.com

In the summer, we all slow down a bit with the warmer air and fewer activities on our agenda. Sometimes, it just gets too hot to hang out outside. Are you wondering what to do with all that indoor time? How about getting all those documents organized? If spring is for cleaning, then summer is for organizing everything we didn’t already toss out. Organizing during this mid-year period of the tax cycle can save you hours down the road. Here are some guidelines for how to organize. INDIVIDUAL DOCUMENTS The IRS recommends that you keep supportive documents for at least three years after your return has been filed.This can include bills, credit cards, invoices, proof of payment, or proof of donations.The three-year guideline also applies to property that you’ve sold in the last three years.This may include home purchase and home improvement, stocks, investments, and IRA transactions. BUSINESS OWNERS For business owners, you’ll want to keep all of your employment tax records for at least four years after the tax is due or is paid — whichever comes later. You’ll also want to hang onto records relating to gross receipts, expenses, assets, and proof of purchases.These may include receipt books, invoices, cash register tape, and sales slips.The records can also extend to >Page 1 Page 2 Page 3 Page 4

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