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TAX AND FINANCIAL PLANNING CALENDAR FOR NOVEMBER 2011

Month

Income Taxes

Saving and Investing

November

  • Need to make applicable elections in connection with employer’s flexible spending account
  • Good time to make semi-annual donation of clothing and household items to charitable organizations.  Don’t forget to make a list, including each item’s condition, since only items “good or better” qualify for deduction. Or, track your donation using the App, UDoGood.
  • Contact an MDTAXES CPA to discuss any year end tax planning questions or strategies
  • Determine whether to convert your IRAs to a Roth IRA prior to 12/31/11.
  • Order your free credit report from here

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