Below is a list of upcoming events, industry conferences, association meetings, deadlines, and webcasts that may be of interest to our clients.
January 1 | New Year’s Day – the Preferred Trust office will be closed.
January 20 | Martin Luther King Jr. Day – the Preferred Trust office will be closed.
February 17 | President’s Day – The Preferred Trust office will be closed.
March 17 | St. Patrick’s Day
April 15 | Tax filing deadline extended. The 2019 income tax filing and payment deadlines for all taxpayers who file and pay their Federal income taxes on April 15, 2020, are automatically extended until July 15, 2020. This relief applies to all individual returns, trusts, and corporations. This relief is automatic, taxpayers do not need to file any additional forms or call the IRS to qualify. Go to the IRS website for more details.
April 1- April 30 | Spring Sale – Establishment Fee and first year Administration Fee waived with new account opened.
May 12th | Mother’s Day
May 25 | Memorial Day – the Preferred Trust office will be closed as we remember and the men and women who died while serving in the U.S. military and honor their sacrifice.
May 29 | Happy Birthday Preferred Trust Company! Today Preferred Trust marks thirteen years as licensed Custodian.
June 14th | Flag Day
June 21st | Father’s Day
July 3rd & 4th | The Preferred Trust Company office will be closed at 2:30 pm PDT on July 3rd in observance of Independence Day on July 4th.