Key Dates

Apr 01 2020
Last Day to Take Your First Required Min. Distribution

If your first distribution is delayed until April 15th, you will be taxed on income from two RMDs for the current year.

Apr 10 2020
Good Friday - Market Closed
Apr 15 2020
2019 Tax Filing and Payment Deadline has been extended to July 15, 2020

First Quarter Estimated Taxes for 2020 has been extended to July 15, 2020

 

Upcoming Reminders

Apr 15 2020
Last Day to Make IRA, SEP IRA, and Keogh Contributions

For the prior year. SEP IRA and Keogh contributions can be made on the extended due date if an extension for filing returns is made

2019 contribution to an Individual Retirement Account (IRA) or Roth IRA has been extended to July 15, 2020

  • 2020 LLC taxes and fees due date extended to July 15 for CA residents only
  • 2020 Non-wage withholding payments due date extended to July 15 for CA residents only
  • If you are not a CA resident, please call your advisor or check your state franchise tax board for updates

May 25 2020
Memorial Day - Market Closed

Jun 15 2020
2nd Quarter Estimated Taxes for 2020 has been extended to July 15, 2020

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


Jul 03 2020
Independence Day - Market Closed

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

Sep 15 2020
Third-Quarter Tax Estimates Due

Oct 01 2020
Complete your RMDs Before Year-End

Required Minimum Distributions must be completed by December 31, 2020


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