Year-End Deadlines & Reminders

Don't miss out on 2021 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 2021, 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. You can reach the Cassaday office at (703) 506-8200, or email your Client Services Specialist at cs@cassaday.com 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 Director of Tax Strategies 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.