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March 12th
Daylight Savings Time Begins |
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March 15th
Due Date for 1065, 1120S Corp. Tax Returns |
Tax season is now well underway. While you’re gathering your materials, or feeling relieved that your tax return is now filed, take a moment to review this month’s articles. Included are tips on common mistakes to avoid in your retirement accounts, a list of common IRS tax scams, and a handy tip to ensure inherited property does not turn into a tax problem.
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Action Items:
• Receive all 1099s and W-2s • Set up Tax Appointment • Rebalance Investment Portfolios |
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February 14th
Valentines Day |
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February 20th
Presidents Day |
As your mailbox fills up with information required to organize your 2016 tax records, now is the time to think about productive ways to use your potential refund. Outlined here are some ideas to consider. Unfortunately, tax-filing season is also tax-scam season. This month’s newsletter shows you how to identify possible fraudsters that may target you. Information regarding the pending overtime law change rounds out this month’s newsletter.
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Take final year-end actions:
• Gifts • Capital gains/losses • Charitable giving • Dividend income |
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December 25th
Christmas Day |
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December 26th
Kwanzaa Begins |
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January 1st
Last day of Chanukah |
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January 16th
4th Quarter Estimated Payments Due |
With the elections in the rearview mirror what will happen next? While changes in the tax code may occur in the future, 2016’s rules are set. This means there is time to make some last minute moves to reduce your tax obligation with a degree of certainty. Looking for something to talk about at the next family gathering? Consider sharing a quick, fun quiz regarding iconic holiday movies.
THIS MONTH: |
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Conduct Final Year-end Planning
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November 24th
Thanksgiving |
As the year winds down, please take a moment to review your situation. 2017 tax figures and some suggestions to help protect yourself from a new area of cyber security risk round out this month’s newsletter.
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October 1st SIMPLE IRA plan establishment due |
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October 15th Extension tax return filing deadline |
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October 31st Halloween |
As fall approaches, the election cycle seems to be putting a freeze on any new tax legislation. This is good news for 2016 tax planning. Included this month is estimated tax information for 2017 based upon the Consumer Price Index. There are also articles on recovering from identity theft and how to save money from long-time suppliers of services rounds out this month’s newsletter.
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September 5th
Labor Day |
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September 15th
3rd Quarter Estimated Tax Due |
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October 1st
SIMPLE IRA Plan Establishment Due |
Classrooms are now filling up as our summer days draw to a close. The IRS recently warned incoming students and their parents of a new scam targeting them. A review of this scam is outlined here. Also included is an article with ideas to consider if you want to prepare for a possible early retirement. An article on the disturbing trend of some taxing authorities targeting revenue from people and businesses that have no voting authority rounds out this month’s newsletter.
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September 5th Labor Day |
As summer moves on, so does the continued need to manage your tax obligation. This month includes a review of the charitable donations from IRAs tax benefit recently made permanent. There are tips to help make school expenses a tax deductible event. A refresher on hotel safety tips to make your summer vacation a safe and memorable one is included for your reference.
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![July 4th:](https://ci6.googleusercontent.com/proxy/St-OSdiVw7bOmJ6alfJjZht5L3M98w7fPkEtT4IdqVhZQzPq699xg5pS2yvHxUI4pKcsj8mwvxCgJkMOi-fJm-Dz3ig7Gq4ouZCANTbEHaxf0WvOaFXSIqIB3WGr3euwQEo=s0-d-e1-ft#http://myclientnewsletters.com/tenenz/assets/images/web/2015/june/july-4.png"){kind=small} |
July 4th Independence Day |
Happy Independence Day! While we look forward to the fireworks that mark the month, it is a perfect reminder to continue the fight against wide-spread identity theft. To that end, please review the articles on steps the IRS is taking to reduce fraud and the article on ideas to protect your Social Security Number. An article with ten clever vacation tips rounds out this month’s newsletter.
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June 15th 2nd Quarter Estimated Tax Due |
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June 19th Father’s Day |
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July 4th Independence Day |
This month’s newsletter discusses the recent federal rule changes impacting salaried employees who will be
entitled to overtime pay in late 2016. There is also information to help protect a recently departed loved one’s identity from being stolen. These articles, plus a recent announcement from the IRS regarding audit rates round out this month’s newsletter.
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May 8th Mother’s Day |
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May 30th Memorial Day |
Spring is in the air and it is a time when tax refunds start arriving. Outlined here are five smart uses for your refund. Articles on managing student debt and a recap of Roth IRA’s round out this month’s newsletter..
