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Year End Tax Deadlines

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Carol Somoano, MBA, CFP®

Friday, 04 December 2009

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The end of the year is coming upon us very quickly. Here are some important dates/deadlines to beware of:

December 10 - 1st installment of property taxes are due.

Charitable Contributions - The last date to make a charitable donation that can be deducted from your return is December 31, 2009.

If you contribute to a 401K/403b/457 retirement account, check to see if you have put in enough:
The limits for 2009 are $16,500 if you are under age 50;
and if you are over 50 you may contribute another $5,500 for a total of $22,000.

About the author

Carol Somoano, MBA, CFP®

Carol Somoano, MBA, CFP^®Financial Advisor

Carol Somoano, Vice President of Asset Planning Inc., is a Certified Financial Planner, CFP^®, and is responsible for portfolio and financial plan analysis. Before Carol joined API, Inc in 2005 she worked as a management accountant for 15 years before deciding to concentrate on financial planning. Carol obtained her B.S. in accounting from Cal Poly Pomona and her MBA from Cal State Fullerton. She completed the UCI Financial Planning program and passed the CFP exam in March of 2004. She is also a Notary Public and Realtor^®.

She is an active member of the Orange County Financial Planning Association and has participated in the OC Register Annual Financial Planning Hotline. She is an active volunteer in her community and has received an Honorary and Continuing Service Award from the California State Legislature in 2003 and 2007.

Carol’s core values are client-focused, emphasizing long-term relationships built on confidence and trust. She works diligently to increase her client’s net worth, plan for their future, and ultimately enhance their lives today.

Carol's hourly financial planning rate is $250. Carol's portfolio management fee is a maximum of 1% and is discounted for portfolios over $250,000.

PH: 714-827-5794 | Email Carol

Asset Planning, Inc Blog

Year End Tax Deadlines

About the author

Carol Somoano, MBA, CFP®

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