7 events found.
Week of Events
IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
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 Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only) For additional information on these deadlines or our employee … Continued
IMPORTANT DEADLINE: Employers with Employee Benefit Plans
ALL EMPLOYERS WITH EMPLOYEE BENEFIT PLANS: 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 … Continued
Monday, July 26, 2021
No events on this day.
Tuesday, July 27, 2021
No events on this day.
Wednesday, July 28, 2021
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July 28, 2021 -AICPA Engage 2021 Conference
AICPA Engage 2021 Conference
Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA Advanced Estate Planning Conference - AICPA Engage! AICPA Engage 2021: Planning for Those Under $10 Million July 28, 2021 6:30 PM — 7:45 PM ET This session will cover wealth transfer and post mortem planning for clients with … Continued
Thursday, July 29, 2021
No events on this day.
Friday, July 30, 2021
No events on this day.
Saturday, July 31, 2021
No events on this day.
Sunday, August 1, 2021
No events on this day.