Our Calendar

Due dates for quarterly estimated tax payments:

  • January 17, 2023*
  • April 18, 2023*
  • June 15, 2023
  • September 15, 2023
  • January 16, 2024

* CA residents in most counties have until May 15, 2023, to make quarterly and 2022 tax payments.

Our Office Will Be Closed On The Following Stock Market Holidays:

  • January 2, 2023, New Year's Day
  • January 16, 2023, Martin Luther King Jr. Day
  • February 20, 2023, President's Day
  • April 17, 2023, Good Friday
  • May 29, 2023, Memorial Day
  • June 19, 2023, Juneteenth
  • July 4, 2023, Independence Day
  • September 4, 2023, Labor Day
  • November 23, 2023, Thanksgiving Day
  • December 25, 2023, Christmas Day

Important Birthdays:

  • Reaching age 50 during the year (allows for catch up contributions to retirement plans)
  • Reaching age 55 (allows for 401(k) distributions, without the 10% penalty, to participants currently terminating employment, specific requirements must be met)
  • Reaching age 59 1/2 (allows for IRA, annuity, and retirement plan distributions without penalty)
  • Reaching age 60, if widowed (allows for start of widow/widower benefits from Social Security)
  • Reaching age 62 (allows for start of early Social Security benefits)
  • Reaching age 65 (allows for enrollment in Medicare and drug plan)
  • Reaching age 65-67 (allows for Full Retirement benefits from Social Security)
  • Reaching age 70 (maximum Social Security benefits)
  • Reaching age 72 (mandatory Required Minimum Distributions for those born before 1/1/1951)
  • Reaching age 73 (mandatory Required Minimum Distributions for those born between 1/1/1951 and 12/31/1957)
  • Reaching age 75 (mandatory Required Minimum Distributions for those born 1/1/1958 or later)