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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

May 14, 2015

Estate Planning Council of Lancaster County: 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 Lancaster County’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://epclancaster.org/.

 

Start: May 14, 2015 5:00 pm
End: May 14, 2015 6:00 pm
Venue: Lancaster Country Club
Address:
1466 New Holland Pike, Lancaster, PA, 17601, United States
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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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