Bank Statement Requests

SRA Christmas in July

Current Year Formation Deadline (ERM Only)

Enterprise Risk Management Formation paperwork and premium due for current year. Anything after May 31 will be active Jan 1 of the next year.

Policies Issued

Policies are issued to ARCs and sent to ARC owners

Final Day to Receive Current Year Invoice

Oct 15 Tax Extensions Filed for ARCs

During this time Tax Extensions will be filed for ARCs

Tax Filings Due

Taxes must be filed by Oct 15.

Reinsurance Tax Returns Issued to Clients

Renewal Check-Ins

During this time we'll start the conversation about renewals.

8886 Issued

8886s for Reinsurance Companies will be issued.