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Are You Ready?

6/17/2026

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When tax season ended, I wrote a couple times about how it made sense to work quickly to make any changes that came up as good ideas in that time before the ideas faded into the background and things remained unchanged until next year. Maybe some people listened, maybe many more didn’t.

It’s a classic type of task that leads to procrastination. You know that getting it done will be a good thing.  Most of you may even want to get it done. But if you don’t do it … well, how much is really going to change? Very little at that moment, and that’s the problem.

In many of the same ways, there are long-term tasks that you probably know you should have done in your life or business. There are always things that we would want to do more than them. How long did it take you to get your will in order after all? Or have you still not done it?

So here is another little warning – from both the personal and business side - as we head into the summer, which may be known as the start of hurricane season in some parts. Do you have your insurance in order? Are important documents saved in a way that they won’t be lost?

If you are comfortable with things surrounding potential disasters, great, you get a gold star. If you worry that you may be able to do better, though, this is the time to get on it before you wish you would have. I don’t have anything specific actions to harp upon here, but did want to bring up the idea and hopefully start the conversation for you if you needed it.

So if there is something you feel you need in this area, I would like to point you toward ready.gov where you can find multiple resources surrounding various potential disasters and emergencies so you can set things up to make yourself feel more comfortable about your current situation.

Warmly,

Josh Bousquet
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To ensure we don't make the folks at the IRS ornery, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

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