News & Analysis as of

Filing Deadlines Securities and Exchange Commission (SEC) FinCEN

Quarles & Brady LLP

Annual Update of Form ADV and Recent Regulatory Changes Affecting Advisers (UPDATED)

Quarles & Brady LLP on

As a reminder, each registered investment adviser must file an annual updating amendment to its Form ADV within 90 days of its fiscal year end. This means an adviser with a December 31 fiscal year end will be required to file...more

Verrill

Private Clients Group Client Alert

Verrill on

There have been a few important law and tax changes over the course of 2023 and we in the Private Clients Group here at Verrill wanted to make you aware of the recent changes, such as 1) new strict corporate reporting...more

Morgan Lewis

FBAR Filing Deadline Extended for Certain Individuals

Morgan Lewis on

Certain individuals who have only signature authority over non-US financial accounts now have until April 15, 2023 to file the Report of Foreign Bank and Financial Accounts....more

Morgan Lewis

FBAR Filing Deadline Again Extended for Certain Individuals

Morgan Lewis on

Certain individuals who have only signature authority over foreign financial accounts now have until April 15, 2022 to file the Report of Foreign Bank and Financial Accounts. On December 9, 2020, the US Department of the...more

Proskauer - Tax Talks

Extension of FBAR Filing Deadline for Certain Filers

Proskauer - Tax Talks on

On December 9, 2020, the Financial Crimes Enforcement Network (“FinCEN”) issued Notice 2020-1, extending the filing deadline for the Report of Foreign Bank and Financial Accounts, FinCEN Form 114 (FBAR), for certain...more

Proskauer - Tax Talks

Extension of FBAR Filing Deadline for Certain Filers

Proskauer - Tax Talks on

On December 20, 2019, the Financial Crimes Enforcement Network (“FinCEN”) issued Notice 2019-1, extending the filing deadline for the Report of Foreign Bank and Financial Accounts, FinCEN Form 114 (FBAR), for certain...more

Proskauer - Tax Talks

Extension of FBAR Filing Deadline for Certain Filers

Proskauer - Tax Talks on

On December 4, 2018, FinCEN issued Notice 2018-1, extending the filing deadline for the Report of Foreign Bank and Financial Accounts, FinCEN Form 114 (FBAR), for certain individuals with signature or other authority over...more

Morgan Lewis

FBAR Filing Deadline Deferred for Certain Individuals

Morgan Lewis on

Certain individuals who have only signature authority over foreign financial accounts now have until April 15, 2020, to file the Report of Foreign Bank and Financial Accounts....more

Vedder Price

Annual Compliance Obligation Reminders

Vedder Price on

Investment advisers registered with the U.S. Securities and Exchange Commission (“SEC”) or with a state (“Advisers”) as well as commodity pool operators (“CPOs”) and commodity trading advisors (“CTAs”) registered with the...more

Morgan Lewis

FBAR Filing Deadline Further Extended

Morgan Lewis on

Certain individuals who have only signature authority over foreign financial accounts now have until April 15, 2019 to file the Report of Foreign Bank and Financial Accounts....more

Morgan Lewis

Filing Deadline Extended for Certain FBAR Filers

Morgan Lewis on

Certain individuals who have only signature authority over foreign financial accounts now have until April 15, 2018 to file the Report of Foreign Bank and Financial Accounts....more

Morgan Lewis

FinCEN Extends Filing Deadline for Certain FBAR Filers

Morgan Lewis on

Certain individuals who have only signature authority over foreign financial accounts now have until April 15, 2017 to file the Report of Foreign Bank and Financial Accounts....more

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