January

01/01: Annual Goal Setting Process Kick-Off
01/15-01/31: PBC Items for OCV Companies’ Annual Tax Returns Due (late delivery will result in extension filing at the company’s expense)
Mid January: Review 1099s for vendors with OCV Fund Admin team.
01/31: Distribute W-2s and 1099s to OCV employees and contractors.
 
*As of 1/1/24, the Financial Crimes Enforcement network (FinCEN), a bureau of the U.S. Department of Treasury, requires most legal entities to report its Beneficial Ownership Information by 1/1/25. Additional details here.