Our Calendar

JANUARY-MARCH: We focus on CAP's regulatory and tax filings. We review and schedule Required Minimum Distributions and automatic investment plans. We assist clients with obtaining tax info for tax filing. We contact clients who are interested and eligible for IRA Qualified Charitable Distributions and facilitate those distributions.

 

APRIL-SEPTEMBER: We conduct Financial Planning Meetings for our Advisory Clients.  As Advisory Clients provide copies of tax returns, we review withholdings and identify possible tax strategies.

 

OCTOBER-DECEMBER: We assist clients with implementing yearend tax strategies such as Roth Conversions, Tax Loss Harvesting, monitor Qualified Charitable Distributions, and Donor-Advised Fund planning. CAP employees verify that continuing education requirements are satisfied.