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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

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Arbor Financial, LLC
5340 Plymouth Rd, Suite 102,
Ann Arbor, MI 48105
(734) 761-6626