Summer is here! As we welcome the vibrant days and the season of travel, it’s crucial to mark your calendars with important financial dates – that way, we don’t miss them.
At Bautis Financial, we understand the importance of staying informed and organized when it comes to your finances. That’s why we’re excited to share that the Summer 2024 Key Deadlines card is now available.
Fortunately, there isn’t much required of us over the summer… This postcard highlights critical dates that shouldn’t slip under your radar, including:
- July 15th: The deadline for filing Form 5500, which summarizes a company’s compliance with employee benefit plans (EBPs).
- September 16th: The deadline for third quarter estimated tax payments due for individuals who are self-employed or have income that requires quarterly payments.
- September 16th: The deadline for 2023 extended partnership, S-corp returns.
- September 30th: The deadline to determine beneficiaries after an IRA owner’s death.
While financial planning is crucial, life is also about embracing special moments and observances. Our card doesn’t just focus on deadlines but also includes notable occasions like Independence Day, Labor Day, Relaxation Day, Patriot Day, and more.
As we embrace the vibrant spirit of summer, let’s embark on this season with clarity, preparedness, and a commitment to financial well-being.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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