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Happy Leap Day

Posted on February 29, 2024 by Doug Cornelius
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Once every four years we get a February 29. 2024 is one of those years.

The big compliance impact is for annual and quarterly reporting. If the standard is 90 days after year-end, that is March 30 and not the usual March 31.

That is especially relevant for Form ADV. Make sure to get it filed by MArch 30.

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