BENEFIT PLAN DEADLINE (12/31 year end): Extended deadline for Summary Annual Report For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
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.
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 on these deadlines or our tax services, please click here to contact us.
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
BENEFIT PLAN DEADLINE (12/31 year end): Prospective amendment to add or remove safe harbor status for 2026 Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2026) 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
BLS IS PROUD TO BE A SMALL BUSINESS LEADER SPONSOR THE DELAWARE STATE CHAMBER OF COMMERCE (DSCC) 189th ANNUAL DINNER! The DSCC Annual Dinner is Delaware’s premier business event has always been the place to be in January for high level networking with more than 1,100 business leaders and elected officials. Keynote Speaker: Rodger Levenson … Continued