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SFSP Delaware – Tax Update: 2017 Federal, Individual, and Business Tax Updates
January 18, 2018 @ 3:30 pm - 5:00 pmFree
Society of Financial Service Professionals – Delaware
SFSP Delaware Chapter’s January Meeting is a Tax Update. Valerie Middlebrooks, CPA will present on this timely topic. The meeting will be held at Ed Oliver golf course banquet room from 3:30 – 5:00. Hors d’oeuvres and drink ticket following meeting.
January 18, 2018
Tax Update: 2017 Federal
Individual and Business Tax Updates, What’s New, What’s Happening
Presenter: Valerie Middlebrooks, CPA, Belfint, Lyons, and Shuman
Location: Ed Oliver’s golf course banquet room
Time: 3:30 – 5:00 pm
Hors d’oeuvres and drink ticket following presentation
CE: 1 Insurance CE (DE,PA), 1 CFP, 1 CLE
Principal – Belfint Lyons & Shuman CPAs – Tax and Small Business
Valerie joined the firm in 2005 and then again in 2017 after working for a Top 100 firm in Bethesda, Maryland and a local firm in Delaware. A tax generalist with a strong knowledge base in providing compliance and advisory services to her clients, Valerie works closely with the many experts within the firm to address her clients’ varied circumstances. Valerie’s experience includes working with large privately-held companies, nonprofits, small businesses, high net worth families, and international businesses (and individuals), and has extensive knowledge leading an engagement team acting as a back-office tax department for a global manufacturer. Her widespread background provides a wealth of insight and expertise for the many issues her clients may face.
Valerie values the personal approach to accounting, preferring to meet face to face as she helps her clients navigate their tax returns, and understand their tax planning, estate planning, and transactions. Her personable nature, in addition to her technical mindset, help her clients align their personal and tax goals
Within the firm, Valerie’s priorities include team building, training, and employee advocacy. She believes individual and firm prosperity begins with teamwork. Along with internal team meeting participation, Valerie is called on to present on various tax topics for organizations such as the Delaware Tax Institute, DSCPA, and Cogency International
- American Institute of Certified Public Accountants – On Council
- Delaware Society of Certified Public Accountants – Past President
- University of Wisconsin – Bachelor of Business Administration – Accounting and Marketing
Community Service & Awards
- Fund for Women – Treasurer
- Woman to Watch – Delaware Society of Certified