Our Calendar

January 15 Fourth quarter prior year estimated FEDERAL income tax payments are due. Hopefully, you paid the state estimated tax by Dec. 31 so you will be able to take the deduction on your tax return due on April 15. If you did not make a state tax payment before year end, then it is also due Jan. 15.

Jan. 15-25 Tax preparation instructions, fee schedule and authorization form are emailed or mailed to tax clients. If you would like information about our tax preparation services Click Here to Contact CAP.

February 1 - October 15  CAP consults as needed with Richard A. Hall, PC, tp prepare 250-300 individual, business and estate income tax returns. 

February-October CAP accepts new planning clients.

February-November CAP conducts planning reviews for our investment & planning clients.
 
April 15 First quarter estimated income tax payments are due. Filing deadline for federal tax returns and tax payments with extensions.

May Connie attends the H Beck Inc. annual Broker Dealer Conference. This conference provides continuing education, investment product information, compliance education and professional networking opportunities.

June 15 Second quarter estimated income tax payments are due. Filing deadline for federal tax returns for clients residing overseas.

September 15 Third quarter estimated income tax payments are due.

November 15- December 30 CAP analyzes portfolios for year-end tax strategies for investment clients.