Category: Copeland Buhl
January 2, 2024 by Staff
Diana Sturos and Aaron Rindahl have continually demonstrated a commitment to making this firm great. They put the firm first and embrace any challenge presented to them. Please join us in congratulating Diana and Aaron on their promotion!
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Form 5500 is used to meet the annual reporting requirements for employer sponsored retirement plans. On February 23, 2023, the Department of Labor (DOL) released details on changes to the 2023 Form 5500. Possibly the most significant change to the form involves how participants are counted for determining which retirement...
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We are excited to offer SafeSend Organizers to many of our clients as a secure online organizer option. The client-friendly interface walks you through a guided process that includes signing your engagement letter and completing an online version of your traditional organizer. You can easily upload supporting documents in the...
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The IRS has postponed the April 15, 2021 deadline for individual taxpayers to May 17, 2021. This covers both the tax return itself (Form 1040) and the payment of any 2020 balances due. Minnesota has also pushed back the due date until May 17 for individual taxpayers. In addition, the...
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The Employee Retention Credit (ERC) became more relevant for many employers with the passage of recent tax laws. The credit is now eligible for Paycheck Protection Program (PPP) borrowers and the credit extends through December 2021. The IRS recently issued guidance on the 2020 credit, such as eligibility requirements and...
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