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Tax Filing Reminders

  • Oct 17October 17 – Deadline for filing your 2015 individual tax return if you requested an automatic six-month extension of the April deadline.
  • October 17 – If you converted a regular IRA to a Roth in 2015 and now want to switch back to a regular IRA, this is the deadline to do so without penalty.
  • October 17 – This is the last day to fund your Keogh or SEP plans if you requested an extension of time to file your tax return.

Client Memo

Form 1099 Filing Requirements:
What you need to know
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Past Articles

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The 2016 Year-end Tax Planning Letter Includes the Following Topics:

  • Create a tax plan to reduce your 2016 tax bill
  • Proposed rules make estate planning an important part of your year-end review
  • Keep up with affordable care act information reporting
  • Wrap up tax benefits for year-end charitable gifts

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