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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 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, Director, is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils (NAEPC).
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.
As a follow up to my most recent blog entitled Applying for Tax Exemption Just Got “EZ”er the IRS made available, beginning July 1, 2014, a final Form 1023-EZ on IRS.gov.
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, the Alternative Minimum Tax (AMT) gave Congress a tool to raise taxes without raising tax rates. Here’s a bit of background … Continued
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 is complex and confusing. Let’s discuss your challenges and uncover the right solutions to keep you in compliance.
We excel at preparing federal and state income tax returns for companies, nonprofit organizations, individuals, estates, trusts, partnerships, corporations and benefit plans.
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.
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 five years in a row and why it is so exciting to be a part of the BLS family.