Download our Checklist: Important Dates During the Year

There are many important dates that clients need to keep in mind. Different contexts and circumstances will affect applicable deadlines, making it difficult for individuals to identify which figures may be applicable to their situation.

In response to this challenge, we’ve created the “Important Dates” resource. This quick reference guide covers the key dates and milestones that are commonly referred to during the year. It includes:

Tax filing deadlines for individuals and businesses | Tax payment deadlines for individuals and businesses | Tax form issuance deadlines | Retirement plan deadlines | Common enrollment periods

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