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July 2021

AICPA Engage 2021 Conference

July 28 @ 6:30 pm - 7:45 pm

Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA Advanced Estate Planning Conference - AICPA Engage! AICPA Engage 2021: Planning for Those Under $10 Million July 28, 2021 6:30 PM — 7:45 PM ET This session will cover wealth transfer and post mortem planning for clients with estates valued up to $10 million.  We will look at why most Americans fail to do any planning and the top reasons why planning is…

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

July 30

BENEFIT PLAN DEADLINE (12/31 year end): Summary of Material Modifications (SMM) or Summary Plan Description (SPD) must be distributed within 210 days after the end of the plan year when a plan’s provisions have material changes  Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only)  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

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IMPORTANT DEADLINE: Employers with Employee Benefit Plans

July 30

ALL EMPLOYERS WITH EMPLOYEE BENEFIT PLANS: 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 not extending  Form 8955-SSA – Annual registration statement identifying separated participants with deferred vested benefits, if not extending  Form 5558 – Request for extension of time to file Form 5500 annual report and Form 8955-SSA  Form 5330 – Return of excise taxes related…

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August 2021

2021 Millennial Summit

August 2 @ 8:30 am - August 4 @ 5:00 pm
DE United States + Google Map

BLS CPAs is a Venture Sponsor of the 2021 Millennial Summit #MILLSUMMIT! The Millennial Summit is the region’s premier experience where young professionals, impact players, rising stars and innovators come together to connect and grow. Expand your circle of influence Create the career of your dreams Impact your region JOIN US VIRTUALLY FROM THE COMFORT OF YOUR COMPUTER #MILLSUMMIT inspires attendees to speak up and get involved with their community, grow professionally, and connect with visionaries and innovators who are…

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September 2021

University of Delaware – 2021 Meet the Firms

September 9 @ 5:00 pm - 7:30 pm
DE United States

Please join the University of Delaware for their 2021 “Meet the Firms” virtual event. Connect with us to learn about our 2022 Summer Internship Program and our Staff Accountant opportunities. You will also have the chance to connect with other local accounting firms and UD faculty. This event is co-sponsored by the Accounting Department, the Association for Information Systems, the Accounting Students Association, and ALPFA. Additional details can be found at  http://www.udel.edu/students/career-services-center/careerfairs/. September 9, 2021 5-7:30pm If you would like…

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West Chester University – 2021 Meet the Firms

September 9 @ 5:00 pm - 7:00 pm
PA United States
2018 On Campus Recruiting - Delaware CPA

Join us for West Chester University's 2021 “Meet the Firms” virtual event. Connect with us to learn about our 2022 Summer Internship Program and our Staff Accountant opportunities. Additional details can be found at https://www.wcupa.edu/_services/STU.CAR/careerFair.aspx. September 9 5:00pm-7:00pm If you would like to reach out to our college recruiter before the event, please contact Jenni Fleck Jones at jjones@belfint.com. Additional details can be found at WCU's Career Services Center website.

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IMPORTANT DEADLINE: Individuals, Corporations, S-Corps, Large Partnerships, Partnerships and International

September 15

INDIVIDUALS: Make a payment of your 2021 estimated tax if you are not paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES. This is the third installment date for estimated tax in 2021. For more information, see Pub. 505.  CORPORATIONS: For calendar year corporations, deposit the third installment of estimated income tax for 2021. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.  S-CORPORATIONS: File a…

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Shureline’s 6th Annual Drive Fore a Cause

September 21 @ 11:00 am - 6:00 pm
Links at St. Anne’s DE United States

BLS is a Tee Sponsor of Shureline's 6th Annual Drive Fore a Cause benefiting the First Tee of Delaware!   Shureline's 6th Annual Drive Fore a Cause benefiting First Tee of Delaware Tuesday, September 21, 2021 Registration: 11:00am Shotgun Start: Noon Links at St. Anne's For additional information, contact Danielle Lester - dlester@shure-line.com.  

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Rowan University – 2021 Accounting, Finance, and MIS Expo

September 23 @ 10:00 am - 2:00 pm
NJ United States

Join us for Rowan University's 2021 Accounting, Finance, and MIS Expo virtual event. If you are an accounting major looking for a great place to start your career or intern, connect with us to learn about our 2022 Summer Internship Program and our Staff Accountant opportunities. Rowan Accounting & Finance Expo Thursday, September 23, 2021, 10:00am - 2:00pm The Accounting and Finance Expo is for employers that are interested in hiring Rowan University accounting and finance students for internship, part-time…

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

September 30

BENEFIT PLAN DEADLINE (12/31 year end): Summary Annual Report (SAR). Later of nine months after close of plan year or two months after due date of Form 5500. The extended due date is December 15.  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

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Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!