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IN THE NEWS

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)

Keeping a Vacation Home in Your Family

Jordon N. Rosen, CPA, AEP was quoted in Keeping a Vacation Home in Your Family by Caroline E. Mayer (AARP Bulletin)

Amending a Plan’s Eligibility Provisions Could Delay Financial Statement Audit Requirement

Amending a Plan’s Eligibility Provisions Could Delay Financial Statement Audit Requirement by Maria T. Hurd, CPA was featured on page 5 of The 401(k) Handbook – January 2016 issue (Thompson)

FROM OUR BLOGS

Mid-Year Amendments to Safe Harbor Plans

It is not often that we can give our clients good news as a result of new guidance from the Internal Revenue Service, but thanks to Notice 2016-16, Mid-Year Changes to Safe Harbor Plans and Safe Harbor Notices, we have fantastic news.

How to Validate Certain Business Expenses

Nonprofits, just like for profit organizations, incur expenses for travel, meals and entertainment, gifts, and transportation.

Report of Foreign Bank and Financial Accounts (FinCEN Form 114/FBAR)

The IRS has issued sweeping changes to the way U.S. taxpayers are required to report interest in foreign bank accounts. Although taxpayers were always required to report and pay taxes on income earned in foreign accounts, not until recently did the IRS along with other government agencies step up enforcement to eliminate attempts to avoid paying taxes.

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 business 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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