Citifund Financial Individuals and Businesses Taxes & Real Estate

04/08/2026

Taxes aren't just for April. Life changes fast - and so should your strategy. Discover smart planning ideas and hidden tax traps to avoid costly surprises.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....

03/11/2026

As wealth grows, complexity follows. Keep your financial life clear and coordinated - and don't let tax penalties eat at your gains. Also learn how to stay ahead of IRS penalties in 2026.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....

02/11/2026

2026 is your year to be more intentional with money. Learn about ideas to help time tax moves for bigger deductions, manage gains strategically, and keep cash from losing ground in low-rate accounts.

Now is the perfect time to look ahead and fine tune your financial and tax planning for 2026. In this month’s newsletter, we share several go-to tax strategies that could help reduce your tax bill, along with practical ways to ensure your cash continues working for you as interest rates remain...

01/14/2026

There's plenty of new tax laws that could affect you in 2026. Here are the biggest ones you need to know.

There are plenty of tax changes to look forward to in 2026. This month's newsletter outlines some of the biggest and provides insights about how to take full advantage of the changes. There's also a change to consider if your employer has a retirement savings plan option for you. It relates to the a...

12/30/2025

As we welcome the New Year, Citifund Financial would like to express our sincere gratitude for your continued business.Thank you for your loyalty and the privilege afforded us as your tax Advisor / Preparer over the years.

Wishing you a New Year of unparalleled success, financial growth, and new opportunities. We are honored to have had the opportunity to assist in some aspect of your financial profile. We look forward to continuing the same professional relationship in the years ahead.

Best of the New Year to you and yours

Warmest regards

HAPPY NEW YEAR 2026!!!🤩🎉🎊

12/24/2025

As we approach the end of 2025, all of us at CITIFUND FINANCIAL want to take a moment to express our sincere gratitude for your continued trust. It has been a pleasure working with you every year.

We wish you and your family a wonderful Christmas and a peaceful holiday season. May the new year bring you personal happiness and financial prosperity.

We look forward to catching up soon to ensure a smooth start to the 2026 tax season!

Warmest regards,

12/10/2025

Scams are alive and well. Here are some nasty ones that are now making the rounds!

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....

11/12/2025

As the year winds down, it's a smart time to take stock of your finances and make a few tax moves that can pay off come April. Here are several practical tips to consider.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....

10/08/2025

As 2025 winds down, Q4 is the perfect time to refresh your tax strategy. But new rules are in play -act now to save money on next year's tax return.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. Call if you would like to discuss how any of this information relates to you. If you know someone that can benefit from this newsletter, feel free....

09/10/2025

Retirement can be a lot less taxing when following these tips.

There are tremendous tax savings available to those willing to spend a little time planning their situation. This month letter contains an outline ways to be tax efficient as you approach your retirement years. There is also a thoughtful article discussing the additional costs of leveraging all the....

08/13/2025

With new tax legislation now in the books, now it is time to adjust your tax plan. Here are things to consider.

If you're interested in minimizing your tax obligations and maximizing your savings, consider the helpful tips and ideas you'll find in this newsletter. This is especially important with the recent passage of the One Big Beautiful Bill Act. In addition, if considering a move to another state, includ...