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Let Terri help your group avoid expensive mistakes

Sample Presentation Topics

  • Obama Tax Plan Preview
  • 10 Most Expensive Tax Mistakes That Cost Business Owners Thousands
  • Tax Strategies for Real Estate Investors
  • Tax Mistakes that Cost Portfolio Owners Thousands
  • Tax Mistakes That Cost Retirees Thousands
  • Medical Reimbursement Plans
     
 
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Important Tax Deadlines

Mar 1: Form 1096 and Forms 1099 due to IRS
Mar 15: Corporate returns due
S corporation elections due for new S corporations
Apr 15: Individual, Partnership, and LLC returns due
First quarter estimated tax payments due
Jun 15: Second quarter estimated tax payments due
Sep 15: Extended corporate returns due
Third quarter estimated tax payments due
Oct 15: Extended Individual, Partnership and LLC returns due
Nov 28: Last day to double-up for tax loss harvesting
Dec 15: Fourth quarter corporate estimated tax payments due, including City of Portland and Multnomah County Business License installments
Dec 31: Last day for:
Cash basis taxpayers to make deductible 2010 payments, including state income tax payments and charitable gifts

  • Taking required minimum distributions
  • Establishing most qualified retirement plans
  • Selling shares acquired through 2010 exercise of ISOs in disqualifying disposition to limit alternative minimum tax (AMT) preference
  • Converting a traditional IRA to a Roth IRA for 2010

Jan 15: Fourth quarter individual estimated tax payments due
Jan 31: Forms 1099 due to recipients