Tax and Financial Planning Calendar for November 2019

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.
  • 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 12/31/19.
  • Order your free credit report from here
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Posted in November 2019 Newsletter

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