Some Important Dates

December 24-25, 2018:

  • Vista offices will be closed for the holidays.

December 31, 2018:

  • Deadline to take Required Minimum Distributions from IRAs if you're over 70 ½. If you turned 70 ½ in 2018, we should discuss your choices. We're currently reviewing all accounts carefully to make sure that all of our clients are in compliance.
  • Complete gifts to individuals for 2018, including 529 plan contributions. The maximum exclusion this year is $15,000 per gift, per person.
  • Complete charitable donations for 2018.
  • Open new qualified retirement plan accounts for business owners.

January 1, 2019:

  • Vista offices will be closed for the New Year's holiday.

January 15, 2019:

  • Fourth quarter 2018 estimated taxes are due.

April 15, 2019:

  • 2018 Tax Filing Deadline.
  • IRA contributions are due.
  • Note: SEP-IRA contributions can be deposited later than April 15th, if the related tax return is extended.
  • If any excess contributions were made to IRA or 401(k) plans, these contributions should be withdrawn to avoid excise penalties.
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Year-end Planning 2018

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