Investments and Planning
ETF is the abbreviation for what type of investment
What is Exchange Traded Fund
This is deadline to mail out 1099's to employees/contractors.
What is January 31st
RLT is the abbreviation for what type of Trust
What is Revocable Living Trust
RMD is the abbreviation for what in the retirement world.
What is Required Minimum Distribution
The year that Sutterfield Financial Group, Inc. was incorporated.
What is 1995
This communications box is checkmarked in Practifi for a client that has investments with Sutterfield Financial Group, Inc.
What is SFG Annual Privacy Notice
This is the extension deadline for a 1120S Form.
What is Sept 15th.
The Form number to request an "S" Election
What is 2553
The maximum amount an individual can contribute to their 401k for FY 2024 if they are under age 50.
What is $23,000
The excel spreadsheet that checks are logged in when arriving in the office is called.
What is Blotter
The name of Schedule C on a Discretionary Investment Management Agreement
What is Schedule of Fees
The 2024 Married Filing Jointly Standard Deduction under Age 65
What is $29,200
The Egnyte Folder Tree File that a Operating Agreement should be saved in.
What is Entity.
This is the initial deadline for Form 5500 to be filed with the DOL.
What is July 31st.
What is none.
The software that SFG Advisors use to look at a Household overall portfolio balance.
What is Intelliflo
A Sole Proprietor files what type of form during annual tax filing.
What is Schedule C.
This is the annual deadline for filing our Form ADV with the SEC.
Beginning in 2025, employers must allow employees who work how many hours per year for 2 consecutive years to enter 401(k) plans for deferral purposes.
What is 500.
The Month and Day of Trevor and Shelly's Anniversary
What is June 24th.
This software is what SFG uses to create a financial plan.
What is E-Money
Residential Rental Income is typically considered what type of income on a tax return
What is passive income.
FINCEN BOI is the abbreviation for what type of filing that is now required by law for a company.
What is Financial Crimes Enforcement Network Beneficial Ownership Information
Beginning in 2024, catch-up contributions for people earning over $145k must be made to what source of deferral.
What is Roth.
Sutterfield Properties owns this many buildings downtown.
What is 5.