Events

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

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.