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June 2016

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

June 30

BENEFIT PLAN DEADLINE (12/31 year end): Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only) For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

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IMPORTANT DEADLINE: International

June 30 @ 8:00 am - 5:00 pm

INTERNATIONAL: Deadline to file FINCen 114 (Formerly known as Form TD F 90-22.1) (FBAR). E-filing is mandatory and NO EXTENSIONS are available. For additional information on these deadlines or our international tax services, please click here to contact us. 

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July 2016

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

July 29

BENEFIT PLAN DEADLINE (12/31 year end): Summary of Material Modifications (SMM) or Summary Plan Description (SPD) must be distributed within 210 days after the end of the plan year when a plan’s provisions have material changes. For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.  

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IMPORTANT DEADLINE: Employers with Employee Benefit Plans*

July 31

ALL EMPLOYERS WITH EMPLOYEE BENEFIT PLANS: For plans that follow a calendar year, Form 5500 or Form 5500-EZ is due. An automatic 2.5-month extension using Form 5558 can be filed. 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 not extending Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if not extending Form…

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August 2016

2016 Ingleside Homes Golf Outing

August 15 @ 11:30 am - 8:00 pm
Fieldstone Golf Club,
1000 Dean Road
Greenville, DE 19807 United States
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BLS will be a Bronze Sponsor of the 2016 Ingleside Homes Golf Outing which benefits The Ingleside Benevolence Fund. Registration includes the following: 11:30-12:30 – Registration/Box Lunch/Putting Contest 12:30 – Shotgun Start/Scramble Format 6:00 – Dinner/Open Bar/Awards/Silent Auction Please visit their website for more information on this outing, as well as the organization.  

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September 2016

IMPORTANT DEADLINE: Individuals, Corporations, C-Corps, S-Corps, Partnerships and Trusts

September 15

INDIVIDUALS AND CORPORATIONS: Third installment of 2016 estimated taxes is due. C-CORPORATIONS AND S-CORPORATIONS: Must file completed 2015 tax return if a 6-month extension was filed in March. PARTNERSHIPS AND TRUSTS: Must file a completed 2015 tax return if a 5-month extension was filed in April. For additional information on these deadlines or our tax services, please click here to contact us.

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Auburn Heights Invitational Historic Auto Display – 2016

September 25 @ 12:30 pm - 4:30 pm
Auburn Heights Preserve,
3000 Creek Road
Yorklyn, DE 19736 United States
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BLS is a Bronze Sponsor for the Auburn Heights Invitational Historic Auto Display! Sunday, September 25, 2016 from 12:30 to 4:30 pm.

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IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

September 30

BENEFIT PLAN DEADLINE (12/31 year end): Summary Annual Report (SAR) for 2015. (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.

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October 2016

IMPORTANT DEADLINE: Deductions

October 1

DEDUCTION DEADLINE: Last day to establish a SIMPLE IRA for 2016 contribution deductions. For additional information on these deadlines or our tax services, please click here to contact us.

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IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

October 15

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 *Deadline falls on a weekend which we do not recommend extending. For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

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