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Upcoming Events

September 30, 2014

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

BENEFIT PLAN DEADLINE (12/31 year end)

Summary Annual Report (SAR) for 2013. The SAR must be distributed two months after the due date of the Form 5500, so the extended due date is December 15

 

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: September 30, 2014

October 1, 2014

IMPORTANT DEADLINE: Deductions

DEDUCTION DEADLINE: Last day to establish a SIMPLE IRA for 2014 contribution deductions.

 

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: October 1, 2014

University of Delaware On-Campus Interviews

BLS will be holding our on-campus interviews at the University of Delaware on September 29th and October 1st at the the Career Services Center. If you are interested in interviewing with our firm, please log into Blue Hen Careers and post your resume to our job.

 

Additional details can be found at http://www.udel.edu/CSC/students/students_portal.html

Start: October 1, 2014 9:00 am
End: October 1, 2014 4:00 pm
Venue: UD Career Services Center
Address:
401 Academy Street, Newark, DE, 19716, United States

October 15, 2014

IMPORTANT DEADLINE: Individuals and Large Partnerships

INDIVIDUALS: Final deadline for filing extended 2013 returns.

 

LARGE PARTNERSHIPS: Must file completed 2013 tax return if a 6-month extension was filed in April.

 

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: October 15, 2014

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

BENEFIT PLAN DEADLINE (12/31 year end)

Form 5500 and related schedules, as applicable (A, C, D, E, H, I, R), with opinion of qualified public accountant, 5500-EZ or Form 5500-SF, if extended

 

Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if extended

 

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: October 15, 2014

October 18, 2014

Chester County Community Foundation: Institute for Board Trustees

Kathy Dean-Bradley, CPA will be on a panel discussing Finance Committee Essentials: Reviewing Your Nonprofit’s Finance Statements & Internal Controls.

Institute for Board Trustees: What Every Nonprofit Board Member Needs to Know!

Join the Chester County Community Foundation on Saturday, October 18, 2014

8:30am-1:30pm

For additional information, go to http://www.chescocf.org/institute_for_board_trustees.htm

 

 

Start: October 18, 2014 8:30 am
End: October 18, 2014 1:30 pm
Venue: West Chester University Graduate Business Center
Address:
1160 McDermott Drive, West Chester, PA, 19380, United States

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

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
  • 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

    • Surprise! It’s Examination Time for Investment Advisors

      Investment advisers registered with the Securities and Exchange Commission (SEC) across the country should remain on alert for the annual surprise examination that they must undergo. However, this type of surprise is not as fun as a surprise birthday party, so let’s get up to speed on what a surprise examination is about. Background In 2009, the SEC issued its … Continued

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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