Newsletters & Tax Updates

The world of finance and taxation is constantly evolving and at Myers & Company, we utilize many outside resources to provide you with the most contemporary information available.

Below are important tax topics and recent copies of our newsletter:

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February – Newsletter

Newsletter February 2019 This month: February 14: Valentine’s Day February 18: Presidents’ Day Reminders: – Receive all 1099s and W-2s – Set up tax appointment – Rebalance investment portfolios All systems go for tax season! Filing season kicked off on Jan. 28 and tax returns are pouring into the IRS. Now that the IRS is

January – Newsletter

January 2019 This month: January 1: New Year’s Day January 15: 4th Quarter Estimated Payments Due January 21: Martin Luther King Jr. Day Start tax planning for the new year: – Adjust withholdings – Organize filing records – Schedule tax consultation – Rebalance investment portfolio The new year is upon us! As you finish cleaning

December – Newsletter

Newsletter December 2018 This month: December 2: Hanukkah begins December 25: Christmas Day December 26: Kwanzaa begins January 15: 4th Quarter Estimated Payments Due Take final year-end actions: – Deductible gifts – Capital gains/losses – Charitable giving – Dividend income Happy holidays! Tis the season for family, friends, food, and of course … last second

November – Newsletter

Newsletter November 2018 This month: Sunday, Nov 11th: Veterans Day Thursday, Nov 22nd: Thanksgiving Friday, Nov 23rd: Black Friday (shopping deals day) Monday, Nov 26th: Cyber Monday (online deals day) Tuesday, Nov 27th: #GivingTuesday (charitable giving day) Reminder: Conduct year-end tax and financial planning It’s November and the holiday season is upon us. With the