Machen McChesney

JUNE 20, 2023

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements.

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ThomsonReuters

MARCH 4, 2024

Any taxpayer who received a rejected e-filed tax return has a rejection grace period of 5 calendar days after the official filing deadline (usually April 15) to retransmit the return or extension.

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Machen McChesney

MARCH 21, 2023

Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you meet all applicable deadlines and learn more about the filing requirements.

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Machen McChesney

JANUARY 6, 2023

Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2023. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. If you have questions about filing requirements, contact us. We can ensure you’re meeting all applicable deadlines.

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Machen McChesney

OCTOBER 7, 2022

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2022. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements.

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Machen McChesney

JUNE 27, 2022

Here are some of the key tax-related deadlines affecting businesses and other employers during the third quarter of 2022. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements.

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Harvard Corporate Governance

OCTOBER 24, 2023

We are pleased that the new rule amendments set forth more reasonable filing deadlines than those initially proposed by the SEC in February 2022 and do not codify certain rules governing group activity or when to deem certain holders of cash-settled derivative securities as beneficial owners of the reference security, as originally proposed.

Equity 213

Equity 213

Machen McChesney

APRIL 8, 2022

Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2022. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to ensure you’re meeting all applicable deadlines and to learn more about the filing requirements.

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Machen McChesney

MARCH 6, 2024

Most calendar-year entities issue their year-end financials by March of the following year. Have you completed your company’s year-end financial statements yet? Lenders and investors may think the worst if a company’s financial reports aren’t submitted in a timely manner.

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Gross Mendelsohn

FEBRUARY 2, 2024

Non-public entities will need to adopt the new Current Expected Credit Loss (CECL) model starting with 2023 calendar year-end financial statements. What does this mean for your company and your financial statements?

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Harvard Corporate Governance

SEPTEMBER 9, 2023

The company is also required to affirm that the periodic report will be filed within 15 calendar days, for a Form 10-K, or within five calendar days, for a Form 10-Q, of the original due date, and is then required to file the report within that timeframe. more…)

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Harvard Corporate Governance

OCTOBER 3, 2023

At the time, we anticipated an active and volatile 2023 SOP season given the decline in TSR performance of the S&P 500 Index in calendar year 2022 (down 19%), historically much lower than any previous year in the SOP era. more…)

Total Shareholder Return 124

Total Shareholder Return 124

Quantive

JANUARY 30, 2020

It’s a brand new year! Which means we’re planning on bringing you fantastic content to start off the new decade right. Also new this year? We want you to be part of the story. Check out our content arc and themes below. If you have an idea for an article you’d like to contribute or would like to be on our podcast, please reach […].

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Harvard Corporate Governance

FEBRUARY 1, 2023

As the calendar turns from a tumultuous 2022 to the uncertainties of 2023, we surveyed more than 300 global public company CEOs and institutional investors representing approximately $3 trillion USD of combined company and portfolio value to capture views on key issues for the coming year.

Technology 314

Technology 314

Machen McChesney

JANUARY 17, 2024

As audit season begins for calendar-year entities, it’s important to review issues that may arise during fieldwork. One common issue is materiality. This concept is used to determine what’s important enough to be included in — and what can be omitted from — a financial statement.

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Machen McChesney

DECEMBER 18, 2023

As year-end approaches, it’s time for some calendar-year businesses to perform physical inventory counts. This activity is more than a time-consuming chore; it’s an opportunity to improve your company’s operational efficiency.

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ThomsonReuters

MAY 13, 2021

The guidance also explains how the temporary increase in the maximum DCAP exclusion under the American Rescue Plan Act of 2021 (ARPA) (see our Checkpoint article ) affects non-calendar-year plans. Detailed examples are provided to illustrate the impact of the guidance and temporary ARPA increase under calendar- and non-calendar-year plans.

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Gross Mendelsohn

JANUARY 16, 2024

The IRS recently announced the delay of a 2021 law that would require popular third-party payment organizations like PayPal and Venmo to send a Form 1099-K to taxpayers who received more than $600 in a calendar year.

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Benzinga

MARCH 25, 2024

The proposed transaction is expected to close in the second calendar quarter of 2024. Monday, AbbVie Inc (NYSE: ABBV ) agreed to acquire Landos Biopharma Inc (NASDAQ: LABP ) for $20.42 per share, or approximately $137.5 million in the aggregate, plus one contingent value right per share with a value of up to $11.14

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ThomsonReuters

FEBRUARY 17, 2022

Information must be submitted based on the “reference year,” which the agencies have defined as the calendar year immediately preceding the calendar year in which the data submission is due.

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Machen McChesney

NOVEMBER 22, 2022

For calendar-year entities, year-end is fast approaching on December 31. How accurate is the amount reported in your company’s perpetual inventory system? To best answer that question, a physical count is essential at year-end.

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Harvard Corporate Governance

JANUARY 18, 2024

Securities and Exchange Commission (the “SEC”) regarding: The timing of new insider trading disclosures required by Item 408(b) and Item 402(x), which will not take effect until proxy statements for 2025 annual meetings; Clarifications of the “10 calendar day” period in Rule 14a-6 for determining when a definitive proxy statement can be mailed, the (..)

Total Shareholder Return 124

Total Shareholder Return 124

Rhythm Systems

JULY 20, 2022

Take a look at your calendar. That being said, you probably have some meetings on your calendar that you wonder, “What’s the point?". If you’re like most executives, you’re booked up with meetings weeks in advance. As we all know, meetings can sometimes be a real waste of time and can create meeting madness!

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ThomsonReuters

FEBRUARY 16, 2023

ANSWER: Legislation addressing patient protections related to surprise air ambulance bills from nonparticipating providers requires group health plans and insurers to submit information about the air ambulance services they cover during two calendar years (see our article).

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Harvard Corporate Governance

OCTOBER 8, 2022

With the calendar just turning to autumn, the proxy and annual reporting season may seem a long. Schuette, Mayer Brown LLP, on Saturday, October 8, 2022 Editor's Note: Laura D. Richman is Counsel, and Jennifer J. Carlson and David A. Schuette are Partners at Mayer Brown LLP. This post is based on their Mayer Brown memorandum.

Compliance 252

Compliance 252

Harvard Corporate Governance

AUGUST 6, 2022

in general terms, US exchange-listed equity securities and options) are required to publicly disclose their positions in section 13(f) securities as of the end of each calendar quarter on a Form 13F filing that is due 45 days after the end of such quarter.

Equity 220

Equity 220

Benzinga

MARCH 12, 2024

The company's management remains committed to reaching or exceeding the goal of $25 million in revenue for the calendar year. These initiatives are in alignment with the company's continuous commitment to enhancing the customer experience across all Growhouse online assets. Full story available on Benzinga.com

Marketability 81

Marketability 81

Avanade

AUGUST 7, 2023

Microsoft Productivity Studio creates the Rhythm of Business calendar app, which gives employees an easy way to coordinate events and better manage their time.

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Benzinga

AUGUST 18, 2022

The purchase price also includes the potential for post-closing earn-out consideration payable in cash in calendar years 2024, 2025, and 2026. (NYSE: ABM ) has agreed to acquire RavenVolt, Inc , headquartered in Alpharetta, Georgia, for an initial purchase price of $170 million in cash. Full story available on Benzinga.com.

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ThomsonReuters

MARCH 17, 2022

The indexed penalty amounts for each violation of a HIPAA administrative simplification provision are as follows: Tier 1—lack of knowledge: The minimum penalty is $127 (up from $120); the maximum penalty is $63,973 (up from $60,226); and the calendar-year cap is $1,919,173 (up from $1,806,757). Further guidance from HHS would be welcome.].

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Henry Horne

SEPTEMBER 28, 2022

Did you extend your personal (due date on extension was September 15), business (Calendar year partnership and S Corporations were due September 15, C Corporations due October 15) or trust (Calendar year due September 30) return?** Or, better yet, did your preparer extend it for you?

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Harvard Corporate Governance

JULY 10, 2023

As the 2023 proxy season winds down for calendar year companies, it is a good time to consider possible bylaw and charter amendments to address recent developments with respect to universal proxy, shareholder activism and officer exculpation.

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Business Sales M&A

JANUARY 18, 2021

Jeff Swiggett, CBI, M&AMI also was awarded the Executive Club designation, based upon combine deal value for the prior calendar year. VR Mergers & Acquisitions received the award for the 2020 M&A Source Top Firm of the Year among 2-5 person firms. M&A Source?is who engage in transactions valued between $1M. Source.

Equity 130

Equity Marketability 130

Business Wire M&A

FEBRUARY 24, 2023

This announcement marks the Company’s first completed acquisition in calendar year 2023, out of a robust pipeline of remaining acquisitions. --(BUSINESS WIRE)--Bowlero Corp., NYSE: BOWL) the global leader in bowling entertainment, completed the acquisition of The Big Event in New Jersey on February 14th.

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Law 360 M&A

JANUARY 1, 2024

As the calendar flips to 2024, Massachusetts attorneys will be getting to know a host of new faces on the federal and state benches, watching if the U.S. attorney's office can find stability after a rocky year, and closely tracking ballot initiatives that are likely to face legal challenges.

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ThomsonReuters

JANUARY 19, 2023

Information must be submitted based on the “reference year,” which the agencies have defined as the calendar year immediately preceding the calendar year in which the data submission is due.

Compliance 52

Compliance 52

Meade & Moore

JANUARY 11, 2022

All entities are now required to adopt ASC 842, the new Accounting Lease Standard, for fiscal years beginning after December 15, 2021 (calendar year 2022). Publicly held companies already had to implement the new standard for fiscal years beginning after 12/15/18 (calendar year 2019).

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