| JANUARY |
FEBRUARY |
1st
– Congratulations to Lana on your first year at Apex Tax Advisers without “two weeks” off.
8th
– John's tax advice: Do as I say, not as I do since Josie was born eight days late for an extra deduction.
15th – Bill & John wished they finished their
2011 honey do list. We are sure our 2012 list will grow faster than the national debt!
16th
– Final
2011 estimated payment is due.
31st – Our wives become single parents until April 17 this year. Thanks Washington DC!
W-2s must be on the way.
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2nd – It’s groundhog day! It’s
groundhog day! It’s groundhog day!
5th
– Super Bowl
10th – Please bring in a coupon for 1-800 flowers so Bill and John don't get in trouble… again.
14th – since we know we will forget- “we love you honey!” PS: please can we count this as our gift for this year (we will pay on the list!!)
15th – Broker statements and
investments company statements must be in the mail. Plan for amended forms in 2
weeks!
20th
– Presidents' Day
22nd
– National Margarita
Day – You provide the ice, we have the blender!
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MARCH |
APRIL |
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1st
– National Plan a Vacation Day. Where in the world are our spouses…?
11th – Daylight savings
13th – March madness begins. Remember gambling losses can be a write off.
15th
– S Corporations and C Corporation returns are due
17th
– St Patrick’s Day - green beer! …and don't call Bill
a leprechaun.
22nd
– International Goof Off day: We wonder how you will celebrate this.
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1st
– April Fools' Day Lana thinks she is safe because it is a Sunday. Little does she know…
2nd – Maryland, Georgetown, Drexel, Rutgers. No chance for this group to be in the final four. We're too exhausted from boxing out the IRS.
6th – If making a contribution to your
2011 IRA, deposit by today to make sure it counts for 2012.
12th – Tax freedom day. You are no done paying Uncle Sam and start working to pay yourself.
15th – Champagne is cold but it needs to age for two more days.
16th – Since DC has
Emancipation Day on April 16, the 17th is the last day to file a tax return. But at Apex Tax Advisors, the 16th is the end.
17th – First 2012 estimated payment is due.
Extensions are not allowed without permission. If you feel you are worthy, click here for
Permission
Form.
18th – Partner perks. John and Bill will return to regular hours on May 2. Extremely limited business hours until then. Honey Do List is in full swing! |
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MAY |
JUNE |
2nd
–
Normal business hours return. How come our spouses are asking us by April 22 “When are you were going to back to work full-time?”
5th
– Cinco de Mayo
13th
–
Mother’s Day! Make sure to
remember Mom.
16th
– Tax seminar
22nd
–
Tax seminar
25th
–
Cookie Monster's Birthday. Nom nom
nom nom nom nom!
Lani told us this is a light month for taxes.
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1st – National say something nice day. We don’t expect anything nice to be said about
taxes.
6th
– Tax Seminar.
12th
– Tax Seminar.
15th – 2nd 2012 estimated payments are due.
17th – Father’s day. Good thing it is after tax season or we would get coal from our kids!
21st – National recess at work
day. Tough decision – PJ’s or Iron Hill?
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JULY |
AUGUST |
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1st – Time to review your 2012 year-to-date income and expenses to ensure estimated tax payments and withholding are adequate to avoid underpayment penalties.
4th – Happy Birthday America!
24th – National tell an old joke day. Call us to
hear one.
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3rd – You spent the last year planning your vacation. Shouldn’t you spend some time to get your financial plan in place? Call APEX Tax
Advisors.
17th – Josh will forget sunscreen.
18th – Josh will regret forgetting sunscreen.
19th – Josh will remember aloe
lotion.
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SEPTEMBER |
OCTOBER |
1st –
Self Improvement Month - improve your financial situation with Apex Tax Advisors by scheduling a tax review!
3rd – Labor Day
5th – Kids are back in school. Time to focus on paying less taxes.
17th – 3rd
2012 estimated tax payment is due.
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15th – Deadline for personal returns with an approved extension. Since we don’t do them, I guess that green square and statue of liberty places will be busy!
31st – Halloween – Don’t make
2012 scary. There is still time to reduce taxes!
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NOVEMBER |
DECEMBER |
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4th – National Use Common Sense
Day. With Elections coming up…
5th – Diana begins camping
outside of Best Buy.
22nd – Thanksgiving Day.
23rd – Diana pepper sprays
strangers to get the "advantage" and saves 50% on a pizzelle iron. Way
to go Diana!
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1st – Most people are focusing on the holidays. We are already focused on the
2012 tax season!
3rd
– Make sure the RMD's are completed!
17th - Self Employed/Business Owners – The deadline for establishing many business retirement plans. Account must be opened, but can be funded until April 15,
2013.
21st – We start to celebrate the holidays. Limited office hours until
January.
23rd –
Festivus!!! We have plenty of grievances.
31st - Last day to pay deductible expenses for the
2012 return (doesn’t apply to IRA, SEP or Keogh contributions, all of which can be made after December 31,
2012).
If you turned 70½ before 2012, last day to withdraw required minimum distribution from your Traditional IRA and avoid a penalty.
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