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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.

 

 

 

 

 

  • BELFINT PLAN AUDIT BLOG

    • Trustee Travel Expense Reimbursements

      Traveling Outside State Lines Requires Staying in Line with the Travel Expense Reimbursement Rules. Taft-Hartley plan trustees must stay up to date on the most recent rules and regulations regarding plan administration.

  • BELFINT NONPROFIT BLOG

  • MATTER OF TAX BLOG

    • How to Make the Most of Your Required Minimum Distributions

      Now that we have discussed the basics of Required Minimum Distributions (RMD) in The ABCs of RMDs. it's important to see how you can get the most from your money. RMDs may be a mandate, but that does not mean there isn't room for flexibility when it comes to tax planning.

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.

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