| January |
- Begin to compile information for tax reports
- Confirm estimated tax payments
|
- Preliminary current year tax plan review
- RMD review
- Planning for upcoming cash flow needs
- Estimates vs withholding review
- Deductibility of fees review
|
| February |
- Prepare tax reports
- Begin collecting tax returns
|
- Preliminary current year tax plan review continued
|
| March |
- Prepare tax reports continued
|
- Tax return review
- Contributions to qualified plans
|
| April |
- Confirm estimated tax payments
|
- Tax return review continued
- Tax extension review
- Contributions to qualified plans continued
|
| May |
- Collect remaining tax returns
- Prepare tax notes
|
- Current year tax plan review
- Tax projections
|
| June |
- Confirm estimated tax payments
|
- Current year tax plan review continued
|
| July |
- Review YTD contributions to contributory plans
|
- Mid-year contribution adjustments (if needed)
|
| August |
- Mid-Year Review (distributions, contributions, gains/losses)
|
- Review tax-loss harvesting opportunities
|
| September |
- Confirm estimated tax payments
|
- Evaluate retirement plan contributions
|
| October |
- Final collection of tax returns
|
- Tax return review continued
- Final contribution planning – business retirement plans
|
| November |
- Final current year tax plan review
- Distribution planning
|
- Contribution planning – qualified plans
|
| December |
- Confirm state estimated tax payments
|
- Final current year tax plan review continued
- Realized gain (loss) review
- ROTH conversions
|
