Year-End Deadlines & Reminders

Don't miss out on 2022 tax savings!

As a comprehensive wealth management firm, our role at Cassaday & Company, Inc., is to help you identify tax efficiencies* that align with your overall financial plan. To take advantage of tax savings in 2022, it is important to address financial planning items, such as the ones listed below, with your financial advisor before the end of the year:

Individual 401ks

College America Plans

Donor-Advised Funds

Gifts to Others & Charities

If you wish to establish an account, make a deposit, or make a donation, please contact your Advisor or the Client Services Team as soon as possible to avoid the end-of-year rush.

Additionally, if you have not yet taken your Required Minimum Distribution (RMD) for 2022, please reach out to the Client Services Department. 

You can reach the Cassaday office at (703) 506-8200 or email the Client Services team at if you have questions.

We will do our best to accommodate all requests but cannot guarantee that requests received after December 1st will be completed due to year-end deadlines.

*Please note that while we do not prepare tax returns, we have a network of reliable tax professionals we are happy to recommend. Our in-house Tax Planning Specialist, Karolyn Banks, CPA/PFS, MT, is available to you at no cost to provide ongoing guidance to ensure your tax strategies are up-to-date and remain aligned with your unique overall financial planning goals.