February 2020

This month:

February 14

– Valentine’s Day

February 17

– Presidents’ Day


– Collect all tax forms (W-2s, 1099s, others)

– Set up tax appointment

– Rebalance investment portfolios


The 2019 tax filing season is in full swing. If you have not already done so, now is the time to collect your tax forms, organize your records and set a schedule to get your tax return completed.

Deep in the Form 1040 instructions is an annual recap of federal income and how the money is spent. Since most taxpayers no longer see these instructions, a recap of this information is provided here for your review.

Given late breaking tax laws, now is a good time to read a review of how newly passed retirement rules could help you save more. This issue also includes an article with several interesting facts for small business owners, some information is provided to help your employees navigate the new W-4 paycheck withholding form.

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