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IN THE NEWS
Casey A. Hagy, CPA, Stacey I. Snyder, CPA, QKA, TGPC, and Saaib Uppal, CPA have each been promoted to Supervisor in the firm’s Accounting & Auditing Department.
Managing the Best Interests of Multiple Beneficiaries of Trusts by Michael D. Kelly, CPA was published in the Winter 2017 issue of Delaware Banker (Delaware Bankers Association).
Estate Planning When Federal Estate Tax Is Not a Concern by Jordon N. Rosen, CPA, AEP was published in VOL 44/NO 2 of Estate Planning (Thomson Reuters/Checkpoint)
FROM OUR BLOGS
When it comes to IRS audits, “an ounce of prevention is worth a pound of cure,” as Benjamin Franklin so wisely put it.
There is a German proverb that goes, “He who saves in little things, can be liberal in great ones.”
A common misconception is that trusts are only for the extremely wealthy, however, there are a host of benefits that trusts can provide to everyone.
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.
Discover the value an experienced governmental firm can bring to your agency. Leverage our experience to meet your compliance needs.
We excel at conducting efficient, accurate and timely valuations for mergers/acquisitions, succession planning or any other need.
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.
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.