Happy Holidays 2024 and Welcome 2025!

Happy Holidays 2024 and welcome 2025! As the holiday season comes to an end and we embark on 2025, on behalf of Alan Olsen, we at GROCO, Legacy Builders, and the American Dreams show want to take a moment to express our heartfelt gratitude to you—our valued friends, clients, partners, and subscribers. This time of year offers a unique opportunity to reflect on the moments that made 2024 meaningful and to anticipate the promise of the year ahead. In fact, we are expanding our philanthropic efforts to the East Coast at the Legacy Builder event in February. We believe the best is yet to come!
A Season of Gratitude and Giving
The holidays are a time to cherish connections, celebrate accomplishments, and look forward with hope. For us, this means recognizing the trust you’ve placed in us to guide you through financial landscapes, big and small. It also means celebrating the spirit of giving that makes this season so special. Whether it’s donating to a favorite cause, volunteering in the community, or simply sharing kindness, every act of generosity creates ripples of goodwill that resonate far beyond the season. To this end, please consider visiting a Giving Machine, 100% of donations go to recipients all over the world.
This year, through Legacy Builders we’ve been inspired by the many stories of philanthropy and community engagement from our friends, clients, and team members. From Africa to India, and in the US, supporting sustainable assistance that for generations will improve and save lives; these efforts remind us of the power we all have to make a difference. But let’s keep it going!
Reflecting on 2024
The past year has brought its share of challenges and opportunities. Together, we’ve navigated a complex and ever-changing financial environment, working to secure brighter futures and meaningful outcomes. As your trusted advisors, our greatest accomplishment has been seeing you succeed—whether through achieving business milestones, personal financial goals, or philanthropic endeavors that touch lives.
We’ve been proud to share insights and strategies with you through our newsletter, helping you stay inspired, informed, and empowered. Whether it was family office tax and advisory, navigating new challenges, or exploring new opportunities, we hope our guidance has made a positive impact.
Looking Ahead to 2025
As we turn our eyes to 2025, we are filled with optimism and excitement for what’s to come. The best is truly yet to be. The new year will bring fresh opportunities to grow, innovate, and collaborate. We remain committed to providing you with exceptional service, expert advice, and the tools you need to achieve your life, family, and legacy goals.
In the spirit of continuous improvement, we’re also looking forward to introducing new resources and initiatives designed to better serve and assist you in your family legacy and philanthropy efforts. Stay tuned for upcoming East Coast, Philanthropy focused, Legacy Builder event in February. This invitation only event will add even more value to your experiences with us.
Celebrating Happy Holidays 2024 Together
As you gather with family, friends, and colleagues to celebrate the season, we encourage you to take a moment to reflect on the achievements of the past year and the opportunities that lie ahead. Let this season be a reminder that no matter how complex or challenging the journey may be, there is always something to celebrate—and reasons to hope.
A Few Ways to Embrace the Spirit of the Season
- Give Back: Consider supporting a local charity or cause close to your heart. Even small contributions can make a big difference.
- Volunteer: Whether it’s serving meals at a shelter or helping at a community event, giving your time is one of the most meaningful gifts. If interested in volunteering, check out JustServe.com.
- Share Gratitude: Express appreciation to those who’ve made a difference in your life this year.
- Plan Ahead: Take some time to outline your financial goals for 2024. We’re here to help you craft a roadmap to success.
- Be Present: Amid the hustle and bustle, remember to savor the little moments that make the season bright.
Wishing You Joy and Prosperity
On behalf of all of us, we wish you a joyful holiday season filled with love, laughter, and peace. May the new year bring health, happiness, and prosperity to you and your loved ones.
Thank you for allowing us to be part of your journey. We look forward to serving you in 2025 and beyond.
Warm regards,
Alan Olsen
The Legacy Builder Team
The GROCO CPAs & Advisors Team
The American Dreams show Team
To view more content like this, click here to subscribe to our YouTube channel
And click here to receive our FREE Newsletter.
In addition to Rising Star Outreach, here are 20 links to organizations and resources where you can celebrate the holiday season by serving others, along with the organization names:
- Feeding America – Join efforts to combat hunger by volunteering or donating to food banks across the U.S.
- Habitat for Humanity – Help build homes for those in need, providing stability and hope.
- Meals on Wheels – Deliver meals to seniors in your local community.
- American Red Cross – Support disaster relief efforts or give blood to save lives.
- The Salvation Army – Assist with programs that offer meals, shelter, and support to vulnerable individuals.
- Toys for Tots – Donate toys to children who might otherwise go without this holiday season.
- Operation Gratitude – Send care packages and letters to deployed troops and first responders.
- World Central Kitchen – Help provide meals to communities affected by disasters around the world.
- Doctors Without Borders – Support emergency medical relief efforts globally.
- Project Angel Heart – Volunteer to deliver meals to people with life-threatening illnesses.
- Make-A-Wish Foundation – Help grant life-changing wishes to children with critical illnesses.
- United Way – Contribute to community-based projects focused on health, education, and financial stability.
- Charity: Water – Support clean water projects to improve health and lives worldwide.
- Heifer International – Help families achieve self-sufficiency through gifts of livestock and training.
- International Rescue Committee – Provide assistance to refugees and those affected by humanitarian crises.
- St. Jude Children’s Research Hospital – Donate to support groundbreaking research and care for children with cancer.
- Big Brothers Big Sisters – Volunteer to mentor children and make a positive impact on their lives.
- Samaritan’s Purse – Participate in relief projects and initiatives, including Operation Christmas Child.
- VolunteerMatch – Find volunteer opportunities tailored to your interests and location.
- JustServe – Discover local service projects and ways to give back in your community.
These organizations provide diverse opportunities to make a meaningful impact during the holiday season.
Tax Scam Bill Reaches More Than $20 Million
Do you know where your tax return is? Are you sure that next year’s tax return is safe? It’s clear that the IRS does not have a strong prevention plan in place to stop would-be tax scammers from getting to your personal information and then using it to steal your tax return. According to a…
Clinton Offers Idea of New Tax Credit for Certain Businesses
While democrats and republicans will continue to fight it out over taxes and how to improve our economy, especially during the run-up to the presidential election, the battle generally stays the same. Democrats want to take more money, especially from the wealthy, and the republicans want to keep more money in taxpayers’ wallets. Surprisingly, however,…
If You Win the Big Jackpot Expect the IRS to Coming Knocking
Many people from all over the country enjoy gambling. Whether it’s big time poker, playing the slots or betting on sporting events, there are a lot of people who enjoy games of chance and the idea of winning something for nothing. Of course, most of the time, the house wins and the player walks away…
How Much Did California Taxes Affect NBA Free Agency?
The NBA finals are now in the rear view mirror, as is the league’s draft. In fact, the free agency period has largely ended as well, as far as the big-time impact players are concerned. It was an unusual year for free agency, as some of the most recognizable and marketable teams were mostly shut…