BENEFIT PLAN DEADLINE (12/31 year end): Summary Annual Report (SAR). Later of nine months after close of plan year or two months after due date of Form 5500. The extended due date is December 15.  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

Last day to establish a SIMPLE IRA for 2023 contribution deductions.  For additional information on these deadlines or our tax services, please click here to contact us.

Must file a completed 2023 tax return if a 5-1/2-month extension was filed in April.  For additional information on these deadlines or our estate and trust services and tax services, please click here to contact us.

BENEFIT PLAN DEADLINE (12/31 year end): Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if extended  Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if extended  For additional information on these deadlines or our employee … Continued

Final deadline for filing automatically extended 2021 FinCEN 114.  Discretionary 2-month additional extension of time to file until December 15, 2023 is available for individuals who are out of the country. A letter explaining the reasons for this request must be filed.  Final extended deadline for Foreign-owned U.S. disregarded entities who must paper file a pro-forma Form … Continued

File a 2022 calendar year income tax return (Form 1120) and pay any tax, interest, and penalties due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see April 15, earlier.   For additional information on these deadlines or our tax services, please click here to contact us.

If you have an automatic 6-month extension to file your income tax return for 2022, file Form 1040 or Form 1040-SR and pay any tax, interest, and penalties due.   For additional information on these deadlines or our tax services, please click here to contact us.

NONPROFITS: Final extended Form 990 filing deadline for calendar year nonprofit organizations. For additional information on these deadlines or to learn about our Nonprofit services, please click here to contact us.

BENEFIT PLAN DEADLINE (12/31 year end): Last day to distribute the 2024 Safe Harbor Notice, the Contingent Notice for 3% safe harbor contribution or the Qualified Automatic Contribution Arrangement (QACA), as applicable. Must be distributed 30-90 days prior to the start of the next plan year.  2023 Supplemental Notice for Safe Harbor plan that issued Contingent Notice … Continued

BENEFIT PLAN DEADLINE (12/31 year end): Extended deadline for Summary Annual Report For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.