NAIFA DE Spring Symposium: Tax Planning
Michael D. Kelly, CPA, will be presenting at NAIFA DE's Spring Symposium on the topic of Tax Planning Topic: Tax Planning with Michael D. Kelly, CPA Date: Tuesday, March 23, … Continued
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Webinar: Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits
Christopher J. Ciminera, CPA, QKA, will be presenting at Strafford's Webinar - Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits Topic: Employee Benefit Plan Voluntary … Continued
CCCF – Sweet Charity à la COVID
ZoomBLS is a Copper Sponsor for Chester County Community Foundation's 2021 Sweet Charity Events! Join the Chester County Community Foundation on Zoom Tuesday, March 30, 2021 at 12pm for the … Continued
IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
BENEFIT PLAN DEADLINE (12/31 year end): Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2020. This deadline applies only to the first RMD. Subsequent … Continued
IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
BENEFIT PLAN DEADLINE (12/31 year end): Corrective distribution of 402(g) (excess deferrals) For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
IMPORTANT DEADLINE: International
Deadline to file FINCen 114 (Formerly known as Form TD F 90-22.1) (FBAR). Reporting is on a calendar year, regardless of the taxpayer’s fiscal year elected. Foreign-owned U.S. disregarded entities must paper file … Continued
IMPORTANT DEADLINE: Individuals, IRAs, C-Corps, Corporations and Trusts
On March 17, the Treasury and IRS extended the time period to file and pay INDIVIDUAL taxes until May 17. As of the March 17 notice, this does not extend … Continued
Death, Taxes, and Retirement Plan Operational Failures
Maria T. Hurd, CPA, RPA, CPSP will be presenting for Fidelity Investments during their Webinar Series. April 19, 2021 2 – 2:45 PM EST: Death, Taxes, and Retirement Plan Operational … Continued
The Value of Mentors in a World Gone Crazy
Karly A. Laughlin, CPA, will be co-presenting at the 33rd RPTE Virtual CLE Conference. Topic: The Value of Mentors in a World Gone Wild Date: Friday, April 23, 2021 Time: … Continued
ASPPA Spring National 2021: What to Expect from 2021 audits of 2020 Plan Financial Statements
Maria T. Hurd, CPA, RPA, CPSP will be presenting at ASPPA Spring National. April 28, 2021 3 – 3:50 PM: Workshop 5: What to Expect from 2021 audits of 2020 Plan … Continued