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UPCOMING EVENTS

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We stay involved in our community by attending, sponsoring and hosting several events throughout the year. Find out what we are up to.

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IN THE NEWS

Barry A. Crozier Named Delaware State Chamber Board Member of the Year

Belfint, Lyons & Shuman, P.A. is proud to announce that Barry A. Crozier, CPA, CGMA was recognized at the Delaware State Chamber of Commerce’s (DSCC) annual dinner as Board Member of the Year.

Consistent Basis Reporting Between Estates and Beneficiaries – NAEPC

Consistent Basis Reporting Between Estates and Beneficiaries by Jordon N. Rosen, CPA, AEP was published in Issue 25 of the NAEPC Journal of Estate & Trust Planning (NAEPC)

Tax Return Filing Due Dates Change for 2016 Returns – Delaware Banker

Tax Return Filing Due Dates Change for 2016 Returns by Jordon N. Rosen, CPA, AEP was published in the Fall 2016 issue of Delaware Banker (Delaware Bankers Association)

FROM OUR BLOGS

Internal Controls in a Retirement Plan

As auditors, we are required to review the controls in place at a plan sponsor of a retirement plan and its service providers to assess the risk of material misstatement resulting from control risk. In doing so, we constantly evaluate the adequacy of the control structure and recommend improvements to strengthen the processes to prevent errors.

$50,000 Gross Receipts Test

The IRS states that if an organization normally has gross receipts of $50,000 or less, it may submit the Form 990-N.

Medical Reimbursements Now Permitted!

On December 13, 2016, President Obama signed into law the “21 Century Cures Act”.

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.

BENEFIT PLAN AUDITS

Our team is diligent about timely response for a prompt and accurate completion of the audit and Form 5500 filing.

Delaware Business Valuations

BUSINESS VALUATIONS

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

Compilations & Reviews - Delaware Accounting Firm

TAX PLANNING

Our year-round approach to tax planning can help you anticipate the tax consequences of various financial decisions, so you can make educated choices.

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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