Events

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 … Continued

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 … Continued

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, … 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 … 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 … Continued

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 … Continued