• IMPORTANT DEADLINE: International

    Final extended filing deadline for individuals who requested a discretionary 2-month extension by 10/15 For additional information on these deadlines or our international services, please click here to contact us.

    IMPORTANT DEADLINE: Corporations

    For calendar year corporations, deposit the fourth installment of estimated income tax for 2025. A worksheet, Form 1120-W, is available to help estimate taxes for the year. For additional information … Continued

    Secure 2.0 Catch-Up Requirements Webinar

    Virutal

    Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements! The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned. … Continued

  • LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps

    Virutal

    Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps. REGISTER HERE Webinar Details Topic: LTPT Eligibility Under SECURE Act Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps Date: Monday, January 26, 2026 Time: 1:00pm ET The session will cover: … Continued

  • IMPORTANT DEADLINE: Individuals

    INDIVIDUALS: If you claimed exemption from income tax withholding last year on the Form W-4, Employee’s Withholding Allowance Certificate, you gave your employer, you must file a new Form W-4 by this date to continue your exemption for another year. For additional information on these deadlines or our tax services, please click here to contact … Continued