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.
May 17 2021
Filing and Payment for 2020 individual tax returns extended to May 17th 2021.
  • No interest applied as long as payments made by May 17th.
  • 2021 Estimated Payments (first quarterly payment due April 15th 2021) are NOT included in the extension.
May 20 2021
Live Webinar - The Fashion Industry: Seeking Sustainable Solutions

​Save the date and register here for the Fashion: Seeking Sustainable Solutions

May 31 2021
Memorial Day - Market Closed

 

Upcoming Reminders

May 31 2021
Memorial Day - Market Closed

Jun 15 2021
2nd Quarter Estimated Taxes Due

Jul 05 2021
Independence Day - Market Closed

Aug 02 2021
Time to schedule an appt with your financial advisor to discuss year-end tax planning

Sep 06 2021
Labor Day - Market Closed

Sep 15 2021
Third-Quarter Tax Estimates Due

Oct 01 2021
Remember to complete your RMDs before year-end.

RMDs must be completed by December 31, 2021


Oct 15 2021
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans


Nov 07 2021
Daylight Savings Time

​Remember to set your clock back by an hour


Nov 10 2021
Veteran’s Day - Banks Closed