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The Art of Business Valuations by Jonathan A. Patterson, CPA was published in the Winter 2015 issue of Delaware Banker (Delaware Bankers Association)
It is with sadness that we pay tribute to Greg Sarnecki, who lost his life after a short battle with cancer.
Greg was a shareholder at BLS for many years.
Jordon N. Rosen, CPA, AEP®, Director at Belfint, Lyons & Shuman, P.A. (BLS), was named 2015 President of the National Association of Estate Planners & Councils (NAEPC) by his peers in the estate planning community.
Compliance starts with understanding. Understanding the rules set forth in Notice 2014-54, assisted us with the application of the rules in a situation in which a participant was entitled to take a distribution from his after-tax account only, in a qualified plan that provides and separately accounts for:
The holiday season has passed and it is now tax-filing season. During this time, charitable organizations need to make sure that they are doing everything in their power to assist their donors in following the IRS donation “substantiation rules.”
To learn the basics of the Free Application for Federal Student Aid (FAFSA), Section 529 College Savings plans, and how they work together, read on.
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.
Get your IRS Form 990 preparation completed without the annual headaches. Belfint Lyons & Shuman can lead the way!
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.
Kamini is involved with financial matters for domestic and international clients’ operating entities in Delaware as investment holding companies. Securely and thoroughly defining the nexus of each situation is at the heart of how she advises her clients. Find out more about Kamini by reading her bio.
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.