Planning, Taxes

TAX AND FINANCIAL PLANNING CALENDAR FOR MAY 2011

Month Income Taxes Saving and Investing
May
  • Good time to make semi-annual donation of clothing and household items to charitable organizations (and maximize this tax deduction using UDoGood.)
  • If you participate in the NIH LRP, contact one of the MDTAXES CPAs to help you get back any additional taxes owed to you by the NIH
  • Before summer kicks in, take a look at your asset allocation of all your retirement and non-retirement accounts, and consider rebalancing your accounts.

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