I.R.S. Delays Tax Filing, Payment Deadlines
The new deadline is May 17, 2021.

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.^1,2,3

Year-End Checklist

• Did you sell a major asset like your home, business, or other real estate?
• Did you transfer any major financial assets?
• Did you refinance your house? 
• Did you receive a gift or inheritance?
• Did you lose

October Is Financial Planning Month

Roth IRA Conversion in the Era of COVID-19
Is it right for you?

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. 

Year-End Checklist

• Did you sell a major asset like your home, business, or other real estate?
• Did you transfer any major financial assets?
• Did you refinance your house? 
• Did you receive a gift or inheritance?
• Did you lose

Do the financial services you’re receiving from your financial advisor/broker include tax return preparation and trust drafting for one fee? 

Would you like to receive financial services similar to ultra-high net-worth families?