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 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
2025 Market Outlook Webinar

​Wednesday, 12 PT/2 CT/ 3 ET. Click here to register.

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!
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 15 2025
Tax Day! 1st quarter estimated taxes due for 2024. Individual tax return (or extension) forms are due in 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.

View our 2021 Tax Filing Checklist to ensure you complete all of your necessary items on time.

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