Our Calendar

JANUARY: We focus on regulatory and tax filings and the annual review of Required Minimum Distributions and automatic investment plans.

 

JAN-FEBRUARY: We assist clients with obtaining tax info for tax filing. We prepare Letters of Instruction for IRA Qualified Charitable Distributions and contact eligible clients.

 

MARCH-OCTOBER:   We conduct client reviews and accept new clients.  As clients provide copies of tax returns, we review withholdings and identify possible tax strategies. CAP staff satisfies continuing education requirements.

 

OCT-DECEMBER: We analyze and assist clients with year-end tax strategies such as Roth conversion, selling for losses or gains, Qualified Charitable Distributions, and Donor-Advised Fund planning.