Summer 2020 Key Planning and Investment Deadlines

Summer is almost here! Every quarter I like to send clients, family, and friends a reminder postcard of all the Key Planning & Investment Deadlines.

This Summer’s postcard includes the new filing deadline for 2019 tax returns, along with some other drop-dead dates of which to be aware.  Download the postcard to remind yourself of these upcoming dates.

As always, if there is ever anything you need, please call or email.