Loading view.
Week of Events
IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
BENEFIT PLAN DEADLINE (12/31 year end): Prospective amendment to add or remove safe harbor status for 2023 Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2023) Required minimum distribution date under IRC 401(a)(9) Corrective distribution for failed ADP/ACP test with 10% excise tax or QNEC contribution For additional information on these … Continued
IMPORTANT DEADLINE: Deductions
Last date to make payments that can be deducted from 2022 return for cash basis taxpayer. Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2022 return. For additional information on these deadlines or our tax services, please click here to contact us.