Key Dates

The CARES Act provides the option to waive your Required Minimum Distributions for 2020, please contact your advisor for information related to your specific circumstances.
Jul 15 2020
2019 Tax Filing and Payment Due and 1st and 2nd Quarter 2020 Estimated Taxes Due

2019 contribution to an Individual Retirement Account (IRA) or Roth IRA due.

For CA residents only:
If you are not a CA resident, please call your advisor or check your state franchise tax board for updates

  • 2nd Quarter 2020 Estimated taxes due
  • 2020 LLC taxes and fees due
  • 2020 Non-wage withholding payments due
Aug 01 2020
Discuss Year-End Tax Planning

Schedule a year-end tax planning appointment with your financial advisor.

Sep 07 2020
Labor Day - Market Closed

 

Upcoming Reminders

Sep 07 2020
Labor Day - Market Closed
Sep 15 2020
Third-Quarter Tax Estimates Due
Oct 01 2020
The CARES Act provides the option to waive your Required Minimum Distributions for 2020

Please contact your advisor for information related to your specific circumstances.

Oct 15 2020
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans

Nov 01 2020
Daylight Savings Time

​Remember to set your clock back by an hour

Nov 26 2020
Thanksgiving Day - Market Closed
Dec 07 2020
Last Day of Open Enrollment

For Medicare Advantage and Part D plans

Dec 25 2020
Christmas Day - Market Closed
Dec 31 2020
Last Day to Make 401(k) Contributions

Last day to establish a Keogh plan

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.
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