- BakerAvenue Wealth Management

May 27 2024

Memorial Day - Market Closed

Jun 19 2024

Juneteenth National Independence Day - Markets Closed

Jul 04 2024

Independence Day - Market Closed

Aug 01 2024

Discuss Year-End Tax Planning with your advisor.

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

Sep 02 2024

Labor Day - Market Closed

Sep 16 2024

3rd Tax Estimates & S-Corp. Due

Third-Quarter Estimated Taxes, S-Corp and Partnership returns extended filing deadline.

Oct 01 2024

Remember to complete your RMDs before year-end

RMDs must be completed by December 31, 2024

Oct 15 2024

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

Nov 03 2024

Daylight Savings Time. Set your clock back by an hour

Nov 05 2024

U.S. Election Day

Nov 11 2024

Veteran’s Day - Banks Closed, Markets Open

Nov 28 2024

Thanksgiving Day - Market Closed

Dec 07 2024

Last Day of Open Enrollment for Medicare Advantage & Part D plans

Dec 25 2024

Christmas Holiday Observed - Markets Closed

Dec 31 2024

For end-of-year tax planning considerations and other deadlines, click for details.

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 15 2025

4th quarter estimates for the prior year due.

San Francisco

(t) 415.986.1110

301 Battery St, Fl 2

San Francisco, CA 94111

New York

(t) 212.202.3188

55 Thompson St., TH

New York, NY

Dallas

(t) 214.306.9849

550 Reserve St, Ste 270

Southlake, TX 76092

Houston

(t) 346.279.1500

1700 Post Oak Blvd
Ste 600-#5793

Houston, TX 77056

Seattle

(t) 206.788.8686

600 1st Ave, Fl 1

Seattle, WA, 98104

San Diego

(t) 858.283.2880

12636 High Bluff Dr,
Ste 400-11722

Del Mar, CA 92130

Sun Valley

(t) 208.928.2525

540 2nd Ave N, #101B

Ketchum, ID 83340

Naples

(t) 239.922.1525

780 5th Ave S, Ste 200

Naples, FL 34102

The information contained on the site, including references to specific companies, market or composite indices, benchmarks, or other measures of relative market performance over a specified period of time, has been prepared for you for informational purposes only. The results herein are based on information believed to be correct but are subject to revision and audit adjustment. All returns are purely historical and are no indication of future performance. The information may contain references to concepts that have legal, accounting, and tax implications, and is not intended as legal, accounting, or tax advice. Information presented is believed to be factual and up-to-date and is subject to change. Click here to view BakerAvenue's full disclosures.

Click here to view BakerAvenue’s Form CRS.