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IN THE NEWS

Kiplinger’s: When It’s Time to Call in a Pro

Jordon N. Rosen, CPA, AEP was quoted in “When It’s Time to Call In a Pro” by Lisa Gerstner and Kimberly Lankford (Kiplinger’s)

William Penn High School and BLS CPAs Collaborate to Inspire Future Accountants

Belfint, Lyons & Shuman, CPAs (BLS) and William Penn High School have partnered to give students an opportunity to experience the public accounting industry through a half-day immersion program at BLS.

Using Prior-year Data to Identify Highly Compensated Employees

Using Prior-year Data to Identify Highly Compensated Employees by Maria T. Hurd, CPA was featured on page 6 of Pension Plan Fix-It Handbook – April 2016 issue (Thompson)

FROM OUR BLOGS

The 5500-EZ Delinquent Filer Program

In the retirement plan industry, 2 + 2 can be 4, or many other amounts depending on the actuarial assumptions used. Similarly, one-participant plans can actually cover hundreds of participants.

A Look Ahead – The IRS’s Strategic Initiatives for Regulating the Tax Exempt Community.

Compliance by operating within an organization’s exempt purpose is paramount to managing, governing, and servicing nonprofit organizations.

New Diversification Requirements for Captive Insurance Companies

Last December when Congress passed the Protecting Americans from Tax Hikes Act of 2015, or PATH Act as it is more commonly known, many tax provisions were impacted.

SERVICES FOR YOU

We listen and ask a lot of questions to provide services that help our clients achieve success. Tell us about your goals and we will help develop a plan.

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NON PROFIT ORGANIZATIONS

Considering making a change with your plan audit? Discover the difference BLS can bring to the process.

Business-Valuations

BUSINESS VALUATIONS

We excel at conducting efficient, accurate and timely valuations for mergers/acquisitions, succession planning or any other need.

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OUTSOURCED BOOKKEEPING

Bring the expertise and accounting experience of a full service firm to your office. Let BLS manage your bookkeeping needs!

GET TO KNOW US

Providing exceptional services through exceptional people for our clients, referral sources and friends – that’s what we do. Find out more about us.

MEET ANNE MARY

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Within the firm, Anne Mary is a strong motivator and takes pride in training staff, offering her full support and attention. She is well-organized and maintains focus on her client work at hand.  Find out more about Anne Mary by reading her bio.

JOIN THE BLS TEAM

When it comes to the BLS team, we like to say our firm is where ambition meets opportunity! Find out why we have been named a Top Workplace multiple times in a row and why it is so exciting to be a part of the BLS family.

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