Tax planning is an activity best pursued year-round. Use the following document to help you better carry out your planning on an ongoing basis. The dates in the file below are the same each year unless the date falls on a weekend or holiday, in which case the due date is the following business day.
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7261 Delainey Ct, Sarasota, FL 34240
Brian Baacke & Karin Botelho offer Securities and Advisory Services through CreativeOne Securities, LLC Member
FINRA/SIPC and an investment advisor. Baacke Insurance & Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.