monthly deadlines

Congratulations! You’re more than halfway through tax season and no doubt working diligently. Still, don’t forget about this month’s important tax and compliance deadlines. Here’s the list for March. In March, it’s recommended that you: File extensions for individuals who...

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It’s February, which means you’re already busy working with clients on tax year 2018 filings. Don’t forget about this month’s important tax and compliance deadlines. In February, it’s recommended that you: Send reminders to individual clients who have not returned...

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Welcome to 2019! We’re in a new year with opportunities for growth and challenges to meet. Here’s this month’s list of tax and compliance deadlines for your review. In January, it’s recommended that you: Send tax preparation packets and tax...

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Welcome to December — the month of snowflakes, unwrapping presents, holiday gatherings, and yes, some important tax and compliance deadlines. Here’s a list for your review. In December, it’s recommended that you: Remind employees whose withholding status will change in...

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Welcome to November — the month of turkey, holiday shopping, family gatherings, and yes, some important tax and compliance deadlines. Here’s a list for your review. In November, it’s recommended that you: Remind individual clients whose withholding status will change...

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Welcome to October — a month of football, pumpkin spice lattes, Halloween, and yes, some important tax and compliance deadlines. Here’s a list for your review. In October, it’s recommended that you: Conduct year-end tax planning sessions with individual clients. Remind...

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Happy September. This is your monthly summary of important tax and compliance deadlines for your review. In September, it’s recommended that you: Schedule appointments with individual clients for year-end tax planning sessions. Remind individual clients of automatic six-month extensions of Oct. 15...

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All over the country, tax and accounting firms are assessing the impact of the Tax Cuts and Jobs Act, finishing extensions and preparing for tax year 2018. Here’s a list of this month’s important tax and compliance deadlines. In August,...

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Happy birthday, America! As we celebrate with flags, cookouts and fireworks, let’s take a look at this month’s important tax and compliance deadlines. In July, it is recommended that you: Alert clients to 2018 mid-year tax planning opportunities. Schedule Continuing Professional...

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June marks the official start of summer, a great time to do what you can to stay sharp in the off season. Here’s a list of this month’s important tax and compliance deadlines. In June, it is recommended that you:...

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