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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

Jordon N. Rosen, CPA, AEP® Honored by the Chester County Estate Planning Council

Jordon N. Rosen, CPA, AEP®, Director at Belfint, Lyons & Shuman, P.A. (BLS), was honored by the Chester County Estate Planning Council (CCEPC) for his dedication to national and local service to the estate planning profession.

BLS Achieves 12th Consecutive Peer Review Acceptance

BLS is pleased to announce that the AICPA National Peer Review Committee has accepted the report on the most recent system peer review for our firm.

Kathy S. Schultz, CPA named an Accredited Estate Planner

Kathy S. Schultz, CPA, Director, is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC).

FROM OUR BLOGS

Patient Centered Outcome Institute Fees Due by July 31, 2014

If your company offers a self-insured health and welfare plan, a HRA, or a FSA, your company must pay a fee per covered person by July 31, 2014 on Form 720.

The Gift of Giving Back Could Become More Valuable…Permanently

On May 29, 2014, the Ways and Means committee approved four individual bills which would permanently reinstate three of the expired charitable giving incentives and extend the deadline through April 15 for individuals making charitable contributions.

Alternative Minimum Tax – Not Your Average Tax Hike

The Tax Reform Act of 1969 included one of the more clever devices to hit the Internal Revenue Code in the history of tax legislation, in my opinion. While public disapproval will commonly follow anything associated with raising 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.

Healthcare Reform

HEALTHCARE REFORM CONSULTING

Healthcare reform is complex and confusing. Let’s discuss your challenges and uncover the right solutions to keep you in compliance.

Small Business Advisory

TAX COMPLIANCE

We excel at preparing federal and state income tax returns for companies, nonprofit organizations, individuals, estates, trusts, partnerships, corporations and benefit plans.

Law-Firm

LITIGATION SUPPORT

No one likes litigation, but when you need help we can assist. Courtroom experience, professionalism and attention to detail are just some of the ways BLS assists during litigation.

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 PETE

Kathy Schultz CPA

It’s safe to say that Pete was one of the very first leaders in the state to create a management system for establishing an investment holding company. Find out more about Pete by reading his 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 five years in a row and why it is so exciting to be a part of the BLS family.

BLS-About

Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services.

© 2014 by Belfint Lyons & Shuman, P.A. All rights reserved.