You are now leaving the Belfint Lyons Shuman website. Neither Belfint Lyons Shuman nor PrimeGlobal are responsible for the content of the site you are visiting.

Upcoming Events

March 16, 2015

IMPORTANT DEADLINE: C-Corps, S-Corps, S Elections and Large Partnerships

C-CORPORATIONS & S-CORPORATIONS

*C-Corps and S-Corps file calendar year 2014 tax returns and pay any money still due. They can file an automatic 6-month extension using Form 7004 BUT this is NOT an extension to pay.

S ELECTIONS

*S elections must file Form 2553 if you wish to be treated as an S-Corp in 2015.

LARGE PARTNERSHIPS

*Large partnerships must provide each partner with a copy of their Schedule K-1 from Form 1065-B. This due date still applies even if the partnership requests an extension of time to file Form 1065-B by filing Form 7004.

 

For additional information on these deadlines or our tax services, please click here to contact us.

 

Date: March 16, 2015

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

BENEFIT PLAN DEADLINE (12/31 year end)

*Corrective distribution for failed ADP/ACP without 10% excise tax (non EACAs) is due. Eligible Automatic Contribution Arrangements (EACAs) have until June 30, 2015 to make corrective contributions without a 10% excise tax.

Note: Since the filing due date (March 15) falls on a Saturday, Sunday, or Federal holiday, the return/report may be filed on the next day that is not a Saturday, Sunday, or Federal holiday.

 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

 

Date: March 16, 2015

IMPORTANT DEADLINE: International

INTERNATIONAL

*Form 1042 is due. An automatic 6-month extension using Form 7004 can be filed. This is NOT an extension to pay.

*Form 3520-A is due for calendar year foreign trusts with a US owner. An automatic 6-month extension is available, using Form 7004.

 

For additional information on these deadlines or our international tax services, please click here to contact us.

 

Date: March 16, 2015

March 19, 2015

Chester County Bar Association (CCBA) – Spring Bench Bar

BLS is a Bronze Sponsor for this exciting event!

The CCBA has a fantastic line up of speakers and are expecting a great turnout again this year!

REGISTER HERE WITH CCBA

Date: March 19, 2015
Venue: The Desmond Hotel
Address:
1 Liberty Blvd., Malvern, PA, 19355, United States

April 1, 2015

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

BENEFIT PLAN DEADLINE (12/31 year end)

 

*Required Minimum Distributions (RMD) beginning date for 5% owners and terminated participants who turned 70 1/2 in 2014. This deadline applies only to the first RMD. Subsequent RMDs must be made by December 31 of each year.

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

 

 

Date: April 1, 2015

April 15, 2015

IMPORTANT DEADLINE: Individuals, IRAs, Partnerships, Corporations and Trusts

INDIVIDUALS

*2014 tax returns must be filed or extended. The balance due must be paid. An automatic 6-month extension using Form 4868 can be filed, BUT this is NOT an extension to pay.

IRA

*2014 IRA & Roth IRA contributions must be made today.

PARTNERSHIPS

*2014 calendar year returns are due and K-1s must be given to each partner. An automatic 5-month extension using Form 7004 can be filed.

INDIVIDUALS & CORPORATIONS

*First estimated payment for 2015 is due.

TRUSTS

*2014 tax returns must be filed or extended for calendar year trusts. The balance due must be paid. An automatic 5-month extension using Form 7004 can be filed. This is NOT an extension to pay.

 

For additional information on these deadlines or our tax services, please click here to contact us.

 

Date: April 15, 2015

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

BENEFIT PLAN DEADLINE (12/31 year end)

*Corrective distribution of 402(g) (excess deferrals)

 

For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

 

Date: April 15, 2015

IMPORTANT DEADLINE: International

INTERNATIONAL

 

*Form 8804 must be filed to report withholding tax on income from partnerships with foreign partners. A 5-month extension using Form 7004 can be filed. This is NOT an extension to pay.

For additional information on these deadlines or our international tax services, please click here to contact us.

 

 

Date: April 15, 2015

Succession Planning for Nonprofits – Wilmington DANA Event

REGISTER HERE WITH DANA

Succession Planning 

Instructor: Jonathan Moll, CPA with Belfint, Lyons, Shuman

Integrating “Succession” into the Culture of a Nonprofit Organization: One of the biggest risks facing nonprofit organizations is an interruption in effective leadership, both at the board and management levels.  Succession shouldn’t be thought of as a “Plan,” but instead an integrated set of processes and policies implemented on a perpetual basis to ensure the long term success of the nonprofit. This seminar will provide strategy and factors to be considered for implementation as well as an open forum for sharing content knowledge and practical examples with peers.

In this course, you’ll receive a tool for monitoring the implementation of “Succession Culture” in your organization.

Validated Parking is available in the Community Service Building garage, 111 W. 11th St.

REGISTER HERE WITH DANA

Start: April 15, 2015 9:00 am
End: April 15, 2015 12:00 pm
Venue: Community Service Building
Address:
100 West 10th Street, Wilmington, DE, 19801, United States

April 16, 2015

Succession Planning for Nonprofits – Dover DANA Event

REGISTER HERE WITH DANA

Succession Planning 

Instructor: Jonathan Moll, CPA with Belfint, Lyons, Shuman

Integrating “Succession” into the Culture of a Nonprofit Organization: One of the biggest risks facing nonprofit organizations is an interruption in effective leadership, both at the board and management levels.  Succession shouldn’t be thought of as a “Plan,” but instead an integrated set of processes and policies implemented on a perpetual basis to ensure the long term success of the nonprofit. This seminar will provide strategy and factors to be considered for implementation as well as an open forum for sharing content knowledge and practical examples with peers.

In this course, you’ll receive a tool for monitoring the implementation of “Succession Culture” in your organization.

REGISTER HERE WITH DANA

Start: April 16, 2015 9:00 am
End: April 16, 2015 12:00 pm
Venue: Modern Maturity Center
Address:
1121 Forrest Avenue, Dover, DE, 19904, United States

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.

© 2015 by Belfint Lyons & Shuman, P.A. All rights reserved.