Compliance Alert

Upcoming Compliance Deadlines:

9/15 Extended deadline for S corporation tax returns (IRS Form 1120S)

9/15 Extended deadline for partnership tax returns (IRS Form 1065)

9/30 Summary Annual Report (SAR) due for Form 5500 that was due July 31, unless extension was granted. (For returns extended to October 15, SAR deadline is December 15.)

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our Employee Benefit Plan Services, please feel free to contact me directly.

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About the Author: Michael Giess

Michael is a Partner in the Audit and Business Advisory Services Group, joining Insero from PricewaterhouseCoopers. He has significant experience servicing private and public companies in the manufacturing, service, retail, and wholesale/distribution sectors. Michael also served as Director of Internal Audit for an upstate New York company where he was responsible for establishing an internal audit function and developing the overall audit plan.