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Upcoming Events

November 5, 2014 – November 7, 2014

National Association of Estate Planners & Councils’ (NAEPC) 51st Annual Conference

BLS will be exhibiting at the National Association of Estate Planners & Councils’ (NAEPC) 51st Annual Conference in San Antonio, TX. Meet our CPAs from our Estate & Trust section.  

The NAEPC is a national organization of 1,700+ Accredited Estate Planners® and Estate Planning Law Specialist designation holders. Its 250 affiliated estate planning councils and their estimated 28,000 members are focused on establishing and monitoring the highest professional and educational standards.

Find out more…

http://www.naepc.org/conference

Start: November 5, 2014
End: November 7, 2014
Venue: Marriott Rivercenter
Address:
101 Bowie Street, San Antonio, TX, 78205, United States

November 13, 2014

Southern Delaware Estate Planning Council: The 3.8% Net Investment Income Tax – One Year Later

Jordon N. Rosen, CPA, AEP, a Director with Belfint Lyons Shuman, CPAs and is the President Elect of the NAEPC will be speaking at the Southern Delaware Estate Planning Council monthly meeting. Jordon will give an update on the 3.8% net investment income surtax.

The 3.8% Net Investment Income Tax – One Year Later

 

  • What we learned from last filing season
  • Form 8960  - filing issues for individuals and fiduciaries
  • Planning opportunities for individuals
  • Planning opportunities for estates and trusts
  • Are you a really a “real estate professional?”
  • Legislative update

For additional details or to register, go to http://sdestatecouncil.org/.

 

Start: November 13, 2014 5:45 pm
End: November 13, 2014 7:30 pm
Venue: Sussex Pines Country Club
Address:
22426 Sussex Pines Road, Georgetown, DE, 19947, United States

November 17, 2014

IMPORTANT DEADLINE: Nonprofits

NONPROFITS: Final extended Form 990 filing deadline for calendar year nonprofit organizations.

Have questions about tax deadlines? If so, contact us today. For additional information on this or any of our nonprofit or tax services, please contact Belfint Lyons & Shuman at 302.225.0600 or click here to contact us.

 

Date: November 17, 2014

November 18, 2014

Belfint Briefing: Year End Tax Planning: What you need to know

Please join Belfint, Lyons & Shuman, CPAs for our annual Tax Planning Update. We will take a close look at how recent laws have affected tax planning and where we see future tax planning advantages.

RSVP to jallen@belfint.com or 302.225.0600

TOPIC:

Year End Tax Planning: What you need to know

WHEN:

Tuesday, November 18, 2014

AGENDA:

8-8:30am – Registration & Continental Breakfast

8:30-10am – Presentation

WHERE:

Belfint, Lyons & Shuman, CPAs

Main Conference Room

Delle Donne Corporate Center

1011 Centre Road, Suite 310

Wilmington, DE  19805

PRESENTER:

Jordon N. Rosen, CPA, AEP (Director – Belfint, Lyons & Shuman, CPAs)

Discussion Points

  • Year end tax planning for individuals
  • Year end tax planning for businesses
  • Tax planning for the future – where are we going?

This seminar is eligible for 1 Hour of CPE!

RSVP to jallen@belfint.com or 302.225.0600

Start: November 18, 2014 8:00 am
End: November 18, 2014 10:00 am
Venue: Belfint Lyons & Shuman, CPAs
Phone: 302.225.0600
Address:
1011 Centre Road, Suite 310, Wilmington, DE, 19805, United States

December 1, 2014

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end)

Last day to distribute the 2015 Safe Harbor Notice, the Contingent Notice for 3% safe harbor contribution or the Qualified Automatic Contribution Arrangement (QACA), as applicable, must be distributed 30-90 days prior to the start of the next plan year.

2015 Supplemental Notice for safe harbor plan that issued Contingent Notice at beginning of year as to whether 3% safe harbor will be made for the current year

Qualified Default Investment Alternative (QDIA) notice for 2015

Auto Enrollment Safe Harbor Notice for 2015

Have questions about benefit plan deadlines? If so, contact us today. For additional information on this or any employee benefit plan audit question, please contact Belfint Lyons & Shuman at 302.225.0600 or click here to contact us.

Date: December 1, 2014

December 15, 2014

IMPORTANT DEADLINE: Corporations

CORPORATIONS: Fourth installment of 2014 estimated taxes is due.

 

Have questions about tax deadlines? If so, contact us today. For additional information on this or any of our tax services, please contact Belfint Lyons & Shuman at 302.225.0600 or click here to contact us.

 

Date: December 15, 2014

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end)

Extended deadline for Summary Annual Report (SAR)

 

Have questions about benefit plan deadlines? If so, contact us today. For additional information on this or any employee benefit plan audit question, please contact Belfint Lyons & Shuman at 302.225.0600 or click here to contact us.

Date: December 15, 2014

December 31, 2014

IMPORTANT DEADLINE: Deduction

DEDUCTION DEADLINE: Last date to make payments that can be deducted from 2014 return.

DEDUCTION DEADLINE: Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2014 return.

Have questions about tax deadlines? If so, contact us today. For additional information on this or any of our tax services, please contact Belfint Lyons & Shuman at 302.225.0600 or click here to contact us.

 

Date: December 31, 2014

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end)

Prospective amendment to remove safe harbor status for 2015

Required minimum distribution date (over age 70 ½) under IRC 401(a)(9)

Corrective distribution for failed ADP/ACP test with 10% excise tax or QNEC contribution

Have questions about benefit plan deadlines? If so, contact us today. For additional information on this or any employee benefit plan audit question, please contact Belfint Lyons & Shuman at 302.225.0600 or click here to contact us.

Date: December 31, 2014

February 25, 2015

Estate Planning Council of Central Pennsylvania: The 3.8% Net Investment Income Tax

Jordon N. Rosen, CPA, AEP, a Director with Belfint Lyons Shuman, CPAs and is the President Elect of the NAEPC will be speaking at the Estate Planning Council of Central Pennsylvania’s monthly meeting. Jordon will give an update on the 3.8% net investment income surtax.

The 3.8% Net Investment Income Tax – One Year Later

 

  • What we learned from last filing season
  • Form 8960  - filing issues for individuals and fiduciaries
  • Planning opportunities for individuals
  • Planning opportunities for estates and trusts
  • Are you a really a “real estate professional?”
  • Legislative update

For additional details or to register, go to http://epccp.org/.

Start: February 25, 2015 5:30 pm
End: February 25, 2015 7:30 pm
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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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