Year-End Deadlines & Reminders
Don't miss out on 2023 tax savings!
As a comprehensive wealth management firm, our role at Cassaday & Co. is to help you identify tax efficiencies* that align with your overall financial plan.
To take advantage of tax savings in 2023, it is important to address various financial planning items with your financial advisor before the end of the year, including:
If you wish to establish an account, make a deposit, or make a donation, please contact your advisor as soon as possible to avoid the end-of-year rush.
While we will do our best to accommodate all requests, our team cannot guarantee that requests received after December 1st will be completed in time for 2023 tax savings.
If you have not yet taken your Required Minimum Distribution (RMD) for 2023, please call our
Client Services Department at (703) 506-8200.