January 2020 Newsletter

January 1, 2020

January 2020 Newsletter

Important Reminders

NEW- Online Appointment Scheduling now Available at :   


January 1 - New Year's Day- Happy New Year!

January 15 - 4th Quarter Estimated Payments Due

January 20 - Martin Luther King Jr. Day

January 31:
Due date for employers to furnish W-2 statements to employees, and to file Forms W-2 with the Social Security Administration (both paper and electronic forms).


Due date for payers to provide most Forms 1099-MISC with non-employee compensation in box 7 to recipients and to the IRS.


Due date for employers to file 2019 federal unemployment tax returns and pay any tax due.


Due date for providers to send Forms 1095 to recipients and the IRS.

Start tax planning for the new year:


 - Adjust withholdings


 - Organize filing records


 - Schedule tax consultation


 - Rebalance investment portfolio


Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don't forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year's resolutions on track. 


Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them.