Tax Deadlines

April 17
- Last Day to set up and fund IRAs and Roth IRAs for previous year
- Individual Personal Returns due
- Personal Returns due - Nonresident, US income, etc.
- Personal Returns due - Easy Form Return
- Personal Returns due - Not Itemizing Return Form
- Personal Return - Extensions due
- US Gift and Generation-Skipping Transfer Tax Return
- US Gift and Generation-Skipping Transfer Tax Return Extension Due
- Partnership Returns due
- Issue K-1's with Partnership Returns
- Electing Large Partnership Returns due
- Estate & Trusts Returns are due; Bankruptcy fillings use the same form
- Partnership, Estate & Trusts Returns - Extensions due
- Individuals, Farmers & Fishermen Pay 1st Quarter Estimated Tax Payment
- Corporations - 1st Quarter Estimate Tax payment Due
- Estates & Trusts 1st Estimated Tax Payment
- Employers Make Monthly Payroll tax deposit on the 15th of each month
April 30
- Deposit FUTA tax if more than $500 was paid through March 31st
- 1st Quarter Payroll Tax Returns Due
- 1st Quarter Federal Excise Tax Return & Payment Voucher - Form 720

Tax Day is coming!

Hello all! Have you done your taxes yet? I haven't and need to get them done soon myself. It's not something that I look forward to every year but I guess it needs to be done. Are you aware of the gigantic difference in savings when you invest in a tax deferred product vs. a taxed investment vehicle? We are talking $1 million dollars! If you would like to learn more please feel free to come to one of my free upcoming Money 101 events in your area.

6:30 pm
Temecula: Money 101
6:30 pm
Torrance: Money 101
6:30 pm
San Marcos: Money 101
12:00 pm
Money 101 Lunch & Learn: San Marcos
6:30 pm
Irvine: Money 101
6:30 pm
San Diego: Money 101
You can RSVP and get more information on Facebook or at www.FiveRingsEducation.com. Our Wine Women and Wealth dates have been announced too for April.
April 9th- 7-9pm- Carlsbad- Relm Wine Bar
April 10th- 7-9pm- Redondo Beach-Total Wine & More
April 11th- 5:30-7:30pm- Irvine- Wine Styles
April 16th- 7-9pm- Old Town SD-Hacienda de las Rosas
April 18th- 7-9pm- Temecula- The Wine Company
April 23rd- 5:30-7:30- Sorrento Valley – Hera Hub
April 25th- 7-9 pm- Rancho Bernardo –Bernardo Winery
More locations coming soon!
Hope to see you there!

I was interviewed yesterday on BlogTalkRadio

Felena Hanson, owner of Hera Hub and my good friend interviewed me yesterday on BlogTalkRadio, fun, fun, fun!!! See all you ladies at Wine, Women and Wealth on Monday night at Relm Wine in Carlsbad 7-9pm! Have a great weekend all! It's supposed to be 80 and sunny at the beaches in San Diego this weekend!

Money 101

Save the Dates
Money 101
4/2/2012 San Francisco
4/3/2012 Torrance
4/3/2012 Temecula
4/4/2012 Newport Beach
4/4/2012 San Diego
4/5/2012 San Marcos
(Lunch & Dinner)

Tax Free Retirement and upcoming March free events

Hello all! Well, my 20th year in business continues to be amazing! I have an interview coming up with a potential agent who wants to join me working at Five Rings Financial, I helped a long time girlfriend last week set up an annuity for her retirement and I have helped a long time gal pal set up a travel medical insurance plan for her trip to Brazil coming up. As you all know, your health insurance here in the US does NOT cover you out of the US. Awesome!

Next week I am speaking at the NAIFA CA Palomar monthly meeting, I am educating the Financial Planners and Agents on the importance of social media for the insurance Agent. Yahoo!!! Crazy

Below you will find our up coming free events for March.
You can also find them any time at www.FiveRingsEducation.com

CALIFORNIA CALENDAR OF EVENTS
Wine, Women & Wealth (all locations start at 7 PM)
March 5th - Carlsbad
RELM
2917 State St
Carlsbad CA 92008

March 7th - Irvine
Wine Styles
3975 Portola Parkway
Irvine CA 92620

March 12th - San Diego
Hacienda de las Rosas
2754 Calhoun St
San Diego CA 92110

March 13th - Redondo Beach
Total Wine
1505 Hawthorne Blvd
Redondo Beach CA 90278

March 14th - Temecula
The Wine Company
29073 Overland Drive, Suite A
Temecula CA 92591

March 26th - Sorrento Valley
Location: Hera Hub at 5:30 not 7pm!

March 28th - Rancho Bernardo
The Bernardo Winery
13330 Paseo Del Verano Norte
San Diego CA 92128

MONEY 101 (all locations start at 6:30 PM)
STAY TUNED FOR DATES

Plan sponsors share the blame for rising health care costs - Articles - Employee Benefit Adviser

Plan sponsors share the blame for rising health care costs - Articles - Employee Benefit Adviser

The Things We Do for Love