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Spring 2024 Key Planning and Investment Deadlines

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Springtime brings with it a sense of renewal and possibility. As the world blooms anew, it’s also a chance to reassess our financial strategies and plan ahead. 

At Bautis Financial, we understand the importance of staying informed and organized when it comes to your finances. That’s why we’re excited to share that the Spring 2024 Key Deadlines card is now available. 

In the hustle and bustle of everyday life, it’s easy to overlook important financial dates. However, staying on top of deadlines can make a significant difference in your financial health. 

This postcard highlights critical dates that shouldn’t slip under your radar, including:

  • April 15th: A pivotal date for many, marking the deadline for various financial tasks, such as; 1Q 2024 estimated taxes, filing 2023 tax returns or extension, and contributing to retirement accounts for 2023.
  • May 15th: Non-profit organizations need to ensure their returns are filed by this date, avoiding penalties and maintaining compliance.
  • May 27th: With markets closed for Memorial Day, it’s a time for reflection and honoring those who have served.
  • June 17th: For U.S. citizens living abroad, this marks the final deadline to file returns, emphasizing the importance of meeting tax obligations regardless of location.
  • June 30th: The closing of the FAFSA application for the 2024-2025 academic year underscores the significance of timely financial planning for education expenses.

While financial planning is crucial, life is also about embracing special moments and observances. Our card doesn’t just focus on deadlines but also includes notable occasions like Ramadan, Passover, and various appreciation days such as Take Your Kid to Work Day, Teacher Appreciation Week, Mother’s Day and Father’s Day.

As we embrace the vibrant spirit of spring, let’s embark on this season with clarity, preparedness, and a commitment to financial well-being.


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