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Calendar of Upcoming Important
Dates
|
REMINDER
|
DATE |
| Tax
organizers will be mailed to you in early January along with date
and time of your tax appointment |
January
2005 |
|
2004 Tax Year - Tax
Filing Deadline Friday April 15, 2005 |
April
15, 2005 |
|
2003 Tax Year - Tax
Filing Extension
Deadline |
August
16, 2004 |
| The
deadline to open SIMPLE retirement accounts. IRS states all you
have to do is "establish the account" - you have until
next year to actually send the money in. |
October
1, 2004 |
|
2003 Tax
Year - Filing Second Extension |
October
15, 2004 |
| Arbor
Financial client renewal notices will be mailed |
Mid-November |
Mandatory
Withdrawals from your IRA account
after age 70½ |
December |
| Annual
Client Holiday Party - Michigan League |
Saturday
December 11, 2004 |
| The
deadline to open KEOGH accounts (Profit Sharing or Money
Purchase). IRS states all you have to do is "establish the
account" - you have until next year to actually send the
money in. |
December
31, 2004 |
| Tax
organizers will be mailed to you in early January along with date
and time of your tax appointment |
January
2005 |
|