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January 2023

Key Deadlines for Businesses and Other Employers

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. Read more here

Important Reminders and Dates

All Tax Organizers will be sent out by January 31, 2023

The admin team at HT2 is working hard to get the tax organizers up to date with all of the new tax laws. All organizers should be sent to our clients by the end of the month.

All 1099s and W2s are due January 31, 2023

Employers are required to file their copies of Form W-2, submitted to the Social Security Administration, by January 31, 2023. The January 31st deadline also applies to certain Forms 1099-MISC and 1099-NEC reporting non-employee compensation such as payments to independent contractors.

Secure Act 2.0 Updates Retirement Plans Starting in 2023

Written by: Christina Tharp, Managing Partner, CFO

New Secure Act 2.0 legislation expands upon the Secure Act of 2019 with updates to retirement savings plans across the country. Here’s what you need to know.

What's New at HT2

Congratulations to Courtney Corradetti, CPA on her promotion to Tax Manager! Courtney has been part of the HT2 team since 2016, starting with us as an intern! Courtney brings a wealth of experience to her new role, so please join us in congratulating Courtney on her promotion.

Congratulations to our very own Kim Spinardi, CPA on being named one of SDSU Alumni's 2023 Rising Aztecs! The work you do for Hamilton Tharp, our clients, and our community is outstanding, and we are honored to have you as part of our team!

Read the full announcement here!

Timely Resources & Links

Stay up to date! Visit our Resources Page!
Our 2022-2023 Tax Planning Guide is live! Access it here.

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