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DTSTART;TZID=America/New_York:20211104T170000
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SUMMARY:University of Delaware Small Accounting Firm Panel
DESCRIPTION:Want to know more about local accounting firms outside the ‘Big 4?’ University of Delaware Students are invited to attend the Small Accounting Firms panel to hear from employees of local mid-size accounting firms. Rachel Mulderrig\, CPA will represent BLS in this exciting panel discussion and Emily Schmidt\, CPA CFE will also be there to talk with students. \nWant to learn more about a career at BLS? Visit our College Students webpage.  \n  \n 
URL:https://www.belfint.com/event/ud-small-firms-panel-2021/
LOCATION:University of Delaware – Purnell Hall\, 118 Purnell Hall\, Newark\, DE\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
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DTSTART;TZID=America/New_York:20211114T180000
DTEND;TZID=America/New_York:20211114T193000
DTSTAMP:20260404T212606
CREATED:20210902T182808Z
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SUMMARY:Estate Planning Strategies for Leaving Your Legacy
DESCRIPTION:Congregation Beth Shalom\, Jewish Federation of Delaware\, and Create a Jewish Legacy Delaware Presents: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen\, CPA\, AEP. \nNovember 14\, 2021 \n6-7:30pm \nVia Zoom \n 
URL:https://www.belfint.com/event/estate-planning-legacy-building/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
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DTSTART;TZID=America/New_York:20211115T130000
DTEND;TZID=America/New_York:20211115T140000
DTSTAMP:20260404T212607
CREATED:20211115T164807Z
LAST-MODIFIED:20230505T181618Z
UID:10000162-1636981200-1636984800@www.belfint.com
SUMMARY:AICPA ENGAGE Tax Strategies Best Ideas
DESCRIPTION:Jordon Rosen is a panelist at the AICPA Engage Virtual Conference! \nTopic: Tax Strategies Best Ideas \nPanelists: \nJulie A. Welch\, CPA\, PFS\, CFP \nJordon N. Rosen\, CPA\, MST\, AEP® (Distinguished) \nArthur Auerbach\, CPA CGMA \nRobert S. Keebler\, CPA/PFS\, MST\, AEP (Distinguished)\, CGMA \nThis panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals\, including ideas dealing with the pending Build Back Better (budget reconciliation) Act! Get ideas you can use immediately to help your clients minimize taxes! \nObjectives: \n\nAssemble many of the important planning ideas based on both current and pending legislation.\nList a variety of strategies to take away and implement immediately with clients.\n\nLearn more about the AICPA ENGAGE Tax Strategies Best Ideas Panel \n 
URL:https://www.belfint.com/event/aicpa-tax-strategies-best-ideas/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2021/01/engage.png
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DTSTART;TZID=America/New_York:20211117T083000
DTEND;TZID=America/New_York:20211117T120000
DTSTAMP:20260404T212607
CREATED:20211116T170535Z
LAST-MODIFIED:20211116T170535Z
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SUMMARY:The Plan Sponsor University Panel Discussion with Industry Experts
DESCRIPTION:Maria Hurd\, CPA will be a panelist at The Plan Sponsor University Virtual Program! \nPanel Discussion with Industry Professionals \n\nModerator: Timothy J. Dougherty\, C(k)P – Financial Guide\, LLC\nPanelists:\n\nTimothy Harkleroad – Amundi Pioneer\nMaria Hurd\, CPA – Belfint Lyons & Shuman\nMatt Leeper – American Funds\nColleen Mullin – Financial Guide\, LLC\nGreg Seaver – Hartford Funds\nRob Wisner – The Paragon Alliance Group\n\n\n\nLearn more from the TPSU website!
URL:https://www.belfint.com/event/tpsu-industry-expert-panel/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2021/11/TPSU-2021.jpg
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DTSTART;TZID=America/New_York:20211118T081500
DTEND;TZID=America/New_York:20211118T091500
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CREATED:20211104T171638Z
LAST-MODIFIED:20211104T191148Z
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SUMMARY:2021 Delaware Tax Institute
DESCRIPTION:Attend the virtual 2021 Delaware Tax Institute: There’s No Masking Impending Tax Updates. Michael Kelly\, CPA is presenting! \nDelaware Tax Institute \nDate: Thursday\, November 18\, 2021 \nTime: 8:15am – 12:30pm \nWhere: Virtual \nTopics include 2021 Income Tax Developments\, Estate Planning and Gift Tax Update\, and Ethics. \n8:15am – 9:15am – Michael Kelly\, CPA Presenting \nFind additional details on the DTI Brochure!
URL:https://www.belfint.com/event/2021-delaware-tax-institute/
LOCATION:DE\, United States
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2019/11/DTI-2019.jpg
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