Dec 25 2024
Christmas Holiday Observed - Markets Closed
Dec 31 2024
Last day to make 401(k) contributions for the current year. Last day to establish a Keogh plan (click for more)

1) Last day to make 401(k) contributions for the current year

2) Last day to establish a Keogh plan

3) Last day to make charitable contributions

4) RMDs have to be taken for individuals aged 73 or older by the end of 2024.

Jan 01 2025
New Year's Day - Market Closed. General enrollment for Medicare Part B

General enrollment for Medicare Part B (for those who missed their initial enrollment period).

Time to schedule your tax appointment. Best time to book the appointment is for a time after March 1st to ensure you have all your 1099s.

 

Jan 15 2025
4th quarter estimated taxes due for the prior year.
Jan 15 2025
Q4 Estimates Due. 2025 Market Outlook Webinar (click for more)

Q4 estimates are due for the prior year. ​Click here to register. Wednesday, 12 PT/2 CT/ 3 ET.

Jan 20 2025
Martin Luther King, Jr. Day - Market Closed
Jan 27 2025
27th - Tax season begins.
Jan 31 2025
W2s and 1099-Rs available online and mailing deadline. Form 5498 IRA Contributions made in 2024.
Feb 14 2025
Happy Valentines Day!
Feb 17 2025
Washington's B-Day - Market Closed. Consolidated 1099-Bs mailed (click for more)

Consolidated 1099-Bs mailed and available online from your Broker. Washington’s Birthday - Market Closed

Mar 09 2025
Daylight Savings time. Set your clocks ahead by an hour
Mar 15 2025
S-Corp and Partnership returns filing deadline
Mar 31 2025
Last day for general enrollment for Medicare Part B.
Apr 01 2025
Last day to take your first Required Minimum Distributions (RMD) for 2024 (click for more).

*Please note that if you decide to delay your first RMD until 2024, you will need to pay one RMD for 2025 and another for 2024 by December 31, 2025.

Apr 15 2025
Tax Day! Q1 estimated taxes are due for 2024 (click for more).

15th - TAX DAY! Q1 estimated taxes due for 2024. Individual, C corporation, trust & Gift tax return (or extension) forms due for 2024. Last day to make IRA, SEP IRA, and Keogh contributions for 2024. SEP IRA and Keogh contributions can be made up to the extended due date if an extension for filing returns is made.

Apr 18 2025
Good Friday - Market Closed
May 15 2025
Nonprofit returns filing deadline
May 26 2025
Memorial Day - Market closed
Jun 17 2025
2nd Quarter Estimated Taxes Due
Jun 19 2025
Juneteenth National Independence Day - Markets Closed
Jul 04 2025
Independence Day - Market Closed
Aug 01 2025
Start to discuss year-end tax planning.

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

Sep 01 2025
Labor Day - Market Closed
Sep 15 2025
S-Corp, Partnership & C Corporation returns extended filing deadline.
Sep 16 2025
Q3 Estimated Taxes Due (click for more).

Q3 estimated taxes due. Extended trust tax filing deadline.

Oct 01 2025
Complete your Required Minimum Distributions (RMDs) before year-end.

Remember to complete RMDs must be completed by December 31, 2025

Oct 11 2025
Veteran’s Day - Banks Closed, Markets Open
Oct 15 2025
Extended Individual & Gift filing deadline. Open enrollment for Medicare Advantage and Part D plans.

Extended individual & Gift tax returns filing deadline. Open enrollment for Medicare Advantage and Part D plans.

Nov 02 2025
Daylight Savings Time. Set your clock back by an hour
Nov 15 2025
Nonprofit - returns extended filing deadline
Nov 27 2025
Thanksgiving Day - Market Closed
Dec 07 2025
Last Day of Open Enrollment for Medicare Advantage & Part D plans.
Dec 25 2025
Christmas Holiday Observed - Banks & Market Closed
Dec 31 2025
Last day to make 401(k) contributions for the current year. Last day to establish a Keogh plan (click for more).

1) Last day to make 401(k) contributions for the current year

2) Last day to establish a Keogh plan

3) Last day to make charitable contributions

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