AICPA Engage 2023 Conference - Planning for Estates Under $10 Million
2023-06-05 18:00 - 19:30 (America/New_York)
Karly Laughlin, CPA and Jordon Rosen, CPA, AEP will be presenting at the AICPA & CIMA ENGAGE23 Conference!
AICPA & CIMA Engage 2023: Planning for Estates Under $10 Million

June 5, 2023

3:00 PM — 4:15 PM PDT
6:00 PM — 7:15 PM EDT

Session Information: https://agenda.aicpastore.com/sessions/eng2306

AICPA Engage 2023 Conference - International Tax Update
2023-06-07 17:00 - 18:30
Stephanie Chapman, CPA will be presenting at the AICPA & CIMA ENGAGE23 Conference!
AICPA & CIMA Engage 2023: International Tax Update

June 7, 2023

2:00 PM — 3:15 PM PDT
5:00 PM — 6:15 PM EDT

Session Information: https://agenda.aicpastore.com/sessions/tax2322

2023 Externship Program
2023-08-02 09:00 - 13:00 | Zoom
Are you looking to gain first-hand knowledge of what a career could look like in a mid-sized, regional public accounting firm but are too early in your college career for an internship or in high school? Our half-day virtual Externship/Shadowing Experience, which occurs in August, is for you! During this program, you will have the chance to interact with our current Summer Interns, Staff Accountants, all the way up through Shareholders, to better understand how public accounting firms help their clients succeed. Best of all, our Externs get to add this experience on their resume AND are automatically invited to interview for the Summer Internship Program, when eligible.
Our 2023 Summer Externship is scheduled to take place on August 2, 2023 from 9am-1pm ET.
What to Expect

Duration – Half day, virtual experience (due to the number of attendees, our Externship is virtual)
Welcome from BLS Shareholder
Virtual Office Tour
Panel Discussion with Auditing/Tax & Small Business/Corporate & International Services Members
Panel Discussion with Current Interns
Overview our College Recruiter about Our Recruiting Process and What We Look for in BLS Team Members
Who is Eligible?

High School Students
College Students
Experienced Professionals Considering a Career Change

APPLY NOW!

Closing the Retirement Gap Coverage
2023-09-25 12:50 - 13:50 | JW Marriott Tampa Water Street
Christopher J. Ciminera, CPA, QKA, will be a panelist at the 2023 BPAS Partner Conference!
Topic: Closing the Retirement Gap Coverage
Date: Monday, September 25, 2023
Time: 12:50pm – 2:50pm ET
Moderators

Joe Boyle, MSPA – BPAS
Victor M. Kwitkiwski, C(k), CRPS, CPFA – BPAS

Panelists

Michael Pallozzi – HFM Investment Advisors, LLC
Maryann Geary – BPAS
Andrew Remo – American Retirement Association
Chris Ciminera – Belfint Lyons & Shuman
Christopher DeAndrea – Webber Advisors

Find out more details at the BPAS 2023 Conference Site

Smyrna Middle School Career Exploration Fair
2023-10-18 07:45 - 11:30 | Smyrna Middle School, 700 Duck Creek Parkway, Smyrna, Delaware, 19977
Christina Bell, CPA will be sharing the good news about how rewarding a career as a CPA can be to the students at Smyrna Middle School.
Students will hear about the many possibilities that are out there for future careers, what the day-to-day life is like in those careers, and the paths they can take that lead to them.
When: Wednesday, October 18th, 2023 from 7:45AM until 11:30AM
Where: Smyrna Middle School – 700 Duck Creek Parkway, Smyrna, DE 19977
What will the event look like?: Students will be able to choose tables to visit on a set rotation schedule. Presenters will have about 8-10 minutes per rotation to share with students what they do for work, what their career path looked like to get to that point, and answer any questions with the remaining time.

Belfint Briefing Webinar: Corporate Transparency Act, SECURE 2.0 and more...
2024-01-17 09:00 - 10:30 | Zoom
Please join Belfint, Lyons & Shuman, CPAs for an informative webinar on the Corporate Transparency Act, SECURE 2.0 as it relates to tax planning, and other critical developments that affect businesses, individuals, estates, and trusts. In an era marked by constant regulatory evolution and an increased focus on transparency and security, it is imperative to stay informed and adapt.
Our team is excited to update you on these important topics, providing you with valuable insights and practical knowledge to navigate the ever-changing landscape of corporate governance and financial security. Join us as we delve into the Corporate Transparency Act’s implications, explore the enhanced features of Secure 2.0, and discuss other key updates that will shape the way you manage your financial affairs and compliance obligations.

TOPICS:

General Updates
SECURE 2.0
Corporate Transparency Act – What you need to know

WHEN:
Wednesday, January 17, 2024
9:00 – 10:30am ET
WHERE:
BLS Zoom Webinar
*Zoom details will be sent upon registration

This seminar is eligible for 1 hour of CPE!
Presenters:
Karly Laughlin, CPA, AEP
Mike Kelly, CPA

For additional details, please contact Jenni Fleck Jones at jjones@belfint.com

CPE Information
Belfint, Lyons & Shuman, P.A. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education of the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 – www.NASBA.org.
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE Credits: 1
Learning Objectives: Participants will be given a general overview of the Corporate Transparency Act, learn how SECURE 2.0 could impact them, and receive general tax updates for individuals, businesses, estates, and trusts.
Program Level: Overview
Program Prerequisites: None
Advance Preparation Needed: None
For more information regarding concerns or cancellation policies, please contact LeAnne Diebold, SPHR, at ldiebold@belfint.com.

Strafford: 401k Annual Audits: Anticipating Serious and Costly Errors, Understanding the Latest SASs, and Impact of Recent Legislation
2024-01-24
Christopher J. Ciminera, CPA, QKA is co-presenting Strafford’s Webinar – 401k Annual Audits: Anticipating Serious and Costly Errors, Understanding the Latest SASs, and Impact of Recent Legislation
Topic: 401k Annual Audits: Anticipating Serious and Costly Errors, Understanding the Latest SASs, and Impact of Recent Legislation
Date: January 24, 2024
Co-Presenters:

Christopher J. Ciminera, CPA, QKA – Belfint, Lyons & Shuman, CPAs
Kristin Ryan, CPA – Ryan + Mann

Proficiency in administrating and auditing 401(k) plans requires staying on top of myriad and ever-changing IRS, DOL, and accounting rules and regulations. Most 401(k) plans with more than 100 participants with balances (formerly included eligible employees) must attach audited financials to the Form 5500, which are closely scrutinized by the DOL and IRS.Audit professionals and advisers must know red flags identified by the IRS and DOL in Form 5500 filings and be able to identify these problems prior to filing the Form 5500 to get ahead of any issue with the IRS.
Our panel of veteran professionals will review differences in non-ERISA Section 103(a)(3)(C) and ERISA Section 103(a)(3)(C) audits, recent changes made under SASs affecting retirement plan audits, and new considerations for these audits regarding new legislation and changes including the SECURE Acts.
Listen as our panel offers best practices and insights based on real world experience for avoiding common high-risk mistakes associated with 401(k) audits. The panel will also outline approaches to identify and correct plan errors before an audit or after a filing and how recent SASs and the SECURE Act modify audit requirements.

For more information, visit Strafford’s Webinar Listing.

DSCC Navigating Delaware Pathways: An Education and Workforce Development Summit
2024-04-16 08:00 - 14:30 | Delaware Technical Community College Terry Campus, 100 Campus Drive, Dover, Delaware, 19904
The Delaware State Chamber of Commerce’s, The Partnership, Inc. is hosting an upcoming education and workforce development summit, formerly known as the Delaware Pathways Conference. Join us at the Navigating Delaware Pathways: An Education and Workforce Development Summit – where education converges with opportunity, and collaborative pathways lead to success.
Jenni Fleck Jones will participate on an employer panel titled “Building a Thriving Workforce: Retention, Learning, and Culture” taking place from 11:10am-11:50am.
Let’s collectively envision the future, ensuring that education seamlessly aligns with the evolving needs of Delaware’s workforce – together.

ASPPA Spring National 2024: We Have an Emergency!
2024-05-15 14:50 - 15:40
Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.
May 15, 2024
2:50 – 3:40 PM: Workshop 5: We Have an Emergency! Case Studies on Emergency Distributions
Congress understands that emergency savings are not sufficient for many individuals. As such, Congress, through the SECURE 2.0 Act, has enacted additional options to make it easier for participants to receive money from their retirement accounts in the event of emergency. These options are in addition to the already allowable participant loan and hardship withdrawal provisions. With this influx of rules all at once, it’s hard not to confuse all of the new legislative provisions. This session will clarify all the options.
This session will discuss:
• Loans
• Hardship Withdrawals
• Emergency – Section 115 of the SECURE 2.0 Act
• Emergency Savings (PLESA) – Section 127 of the SECURE 2.0 Act
• Qualified Disaster Distributions – Section 331 of the SECURE 2.0 Act
• Terminal Illness Distributions – Section 326 of the SECURE 2.0 Act
After this session, participants will be able to:
• Identify all of the newly allowed emergency distribution options enacted by the SECURE 2.0 Act.
• Understand the emergency distribution options in detail.
• Help clients administer the provisions and to avoid errors.
ASPPA Spring National
May 15 – 16
Virtual
ASPPA Spring National — is a virtual experience, offering opportunities for attendees to make connections that will fuel you and your team well after the event.
Find out more here: ASPPA Spring National 2024

ASPPA Spring National 2024: Eligibility: Back to the Basics
2024-05-16 12:30 - 13:20
Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.
May 16, 2024
12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics
If you are new to the industry, or just want a nice refresher, this session will dive into plan eligibility! We will cover eligibility options for plan design and review how to figure eligibility with each option including elapsed time, hourly, special exclusions, and break in service rules. Have your thinking caps on as we will be going through real life examples.
ASPPA Spring National
May 15 – 16
Virtual
ASPPA Spring National — is a virtual experience, offering opportunities for attendees to make connections that will fuel you and your team well after the event.
Find out more here: ASPPA Spring National 2024

ASPPA Spring National 2024: Updates on Forms 5500, 5558, and 8868
2024-05-16 13:30 - 14:20
Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.
May 16, 2024
1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500, 5558, and 8868
The 2023 Forms 5500 and 5500-SF – Annual Return/Report of Employee Benefit Plan have a number of changes from previous filings. This session will discuss the recent changes, updates to Form 5558 – Application for Extension of Time to File Certain Employee Plan Returns, and the new Form 8868 – Application for Extension of Time to File an Exempt Organization Return of Excise Taxes Related to Employee Benefit Plans.
This session will discuss:
• The new Schedule DCG for Defined Contribution Group (DCG) reporting options
• The new Schedule MEP for Multiple-Employer Plans
• The new participant counting methodology for determining type of filer.
• The new administrative expenses transparency changes.
• The new compliance questions added to Schedule R.
ASPPA Spring National
May 15 – 16
Virtual
ASPPA Spring National — is a virtual experience, offering opportunities for attendees to make connections that will fuel you and your team well after the event.
Find out more here: ASPPA Spring National 2024

AICPA Engage 2024 Conference: Reading Trust and Will Documents
2024-06-05 14:05 - 15:20 | ARIA Resort & Casino
Karly Laughlin, CPA, AEP will be co-presenting at the AICPA & CIMA ENGAGE24 Conference!
AICPA & CIMA Engage 2024: Reading Trust and Will Documents

June 5, 2024

11:05 AM — 12:20 PM PDT
2:05 PM — 3:20 PM EDT
ENG2429. Reading Trust and Will Documents (TAX, EST)

In this fast-paced, interactive session, we’ll examine key language in a Will and trust agreement to break down the most important provisions in plain English. We’ll also explain how an when a revocable trust becomes irrevocable and the tax implications. Last, we’ll explain the timing and tax considerations when a credit shelter trust, marital trust, or trust for another beneficiary is created after the death of the trustor.
Learning Objectives:

Understand the interplay between a pour over will and a revocable trust.
Appreciate the significance of formula provisions in a trust agreement and how they work.
Analyze typical language in a trust agreement pertaining to distributions of income and principal and connect this language with preparation of the fiduciary income tax return.

Session Information: https://agenda.aicpastore.com/sessions/eng2429

AICPA Engage 2024 Conference: Estate Planning for the 99%
2024-06-05 17:30 - 18:45 | ARIA Resort & Casino
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE24 Conference!
AICPA & CIMA Engage 2024: Estate Planning for the 99%

June 5, 2024

2:30 PM — 3:45 PM PDT
5:30 PM — 6:45 PM EDT
ENG2436. Estate Planning for the 99% (TAX, EST)

This session will focus on planning for owners of estates under $13 million and why it is still important to plan. We will cover planning techniques, how and when to elect portability, filing the decedent’s final tax return and the estate’s fiduciary return, along with various post-mortem elections. We will also cover planning when the decedent is a shareholder in an S corp. or partner in a partnership at the time of death.
Learning Objectives:

Why estate planning is still important for our clients with less than $13 million
How and when to make the portability election as opposed to conventional credit shelter planning
Understanding the numerous post-mortem fiduciary, administrative and tax elections available for the modest estate owner when filing for portability along with the decedent’s final income tax return and the estate’s income tax return.

Session Information: https://agenda.aicpastore.com/sessions/eng2436

AICPA Engage 2024 Conference: It's All Foreign to Me - International Tax Reporting and Disclosures
2024-06-06 12:30 - 13:45 | ARIA Resort & Casino
Stephanie Chapman, CPA will be presenting at the AICPA & CIMA ENGAGE24 Conference!
AICPA & CIMA Engage 2024: It’s All Foreign to Me – International Tax Reporting and Disclosures

June 6, 2024

9:30 AM — 10:45 AM PDT
12:30 PM — 1:45 PM EDT
TAX2417. It’s All Foreign to Me – International Tax Reporting and Disclosures

Back for a second year! International tax reporting is unavoidably now a part of our everyday tax practices. As the compliance requirements continue to become more extensive and complex, practitioners are finding themselves struggling to keep up, uneasy with potentially significant penalties, and unsure how to advise their clients. In this session, I’ll highlight the most common international tax forms, emphasizing those with high noncompliance penalties, and identify common errors on our most-used international reporting forms.
Learning Objectives:

Avoid common errors on frequently-used international tax forms
Identify compliance risks for common international tax forms – FinCEN 114, 8938, 5471, 5472, 8865, 8858, 926, 8621, 1116, 1118, 8992, 8993 and more
Understand when a specialist is needed

Session Information: https://agenda.aicpastore.com/sessions/tax2417

2024 Externship Program
2024-08-01 09:00 - 13:00 | Zoom
Are you looking to gain first-hand knowledge of what a career could look like in a mid-sized, regional public accounting firm but are too early in your college career for an internship or in high school? Our half-day virtual Externship/Shadowing Experience, which occurs in August, is for you! During this program, you will have the chance to interact with our current Summer Interns, Staff Accountants, all the way up through Shareholders, to better understand how public accounting firms help their clients succeed. Best of all, our Externs get to add this experience on their resume AND are automatically invited to interview for the Summer Internship Program, when eligible.
Our 2024 Summer Externship is scheduled to take place on August 1, 2024 from 9am-1pm ET.
What to Expect

Duration – Half day, virtual experience (due to the number of attendees, our Externship is virtual)
Welcome from BLS Shareholder
Virtual Office Tour
Panel Discussion with Auditing/Tax & Small Business/Corporate & International Services Members
Panel Discussion with Current Interns
Overview our College Recruiter about Our Recruiting Process and What We Look for in BLS Team Members
Who is Eligible?

High School Students
College Students
Experienced Professionals Considering a Career Change

APPLY NOW!

PrimeGlobal Collaborate Latin America: International Tax Breakout
2024-10-08 13:40 - 15:00 | Grand Fiesta Americana Chapulteqec, 756 Calzada General Mariano Escobedo, Mexico City, Mexico
Marcelo Morinigo, CPA will be presenting at PrimeGlobal’s 2024 Collaborate Latin America Conference!
The Collaborate LA event unites leaders and professionals from PrimeGlobal member firms, offering a dynamic platform for networking, knowledge sharing, and collaboration amongst peers across the South American Region while embracing the vibrant atmosphere of Mexican culture. This gathering provides invaluable opportunities to gain insights, exchange ideas, and delve into emerging trends and challenges within the profession.
Marcelo Morinigo, CPA will be co-presenting during the following session.

International Tax Breakout – 11:40AM – 1:00PM CST | 1:40 PM – 3:00 PM ET

Find our more about PrimeGlobal’s 2024 Events
Collaborate LA – ¡Próximamente en la Ciudad de México, México!
El evento Collaborate LA reúne a líderes y profesionales de las firmas miembros de PrimeGlobal y ofrece una plataforma dinámica para la creación de redes, el intercambio de conocimientos y la colaboración entre pares de toda la región de América del Sur. al mismo tiempo que disfruta de la vibrante atmósfera de la cultura mexicana. Esta reunión brinda oportunidades invaluables para obtener información, intercambiar ideas y profundizar en las tendencias y desafíos emergentes dentro de la profesión.

University of Delaware Masters Degree in Accounting Networking
2024-10-09 16:30 - 17:30 | University of Delaware – One South Main, One South Main, Newark, Delaware
Network with Small Accounting Firms to learn about their recruiting process and what a small to mid-sized firm has to offer. Jenni Fleck Jones will be there to answer any questions students might have about a career in public accounting and the recruiting process.
Want to learn more about a career at BLS? Visit our College Students webpage.

University of Delaware Small Accounting Firm Panel
2024-10-09 17:30 - 19:00 | University of Delaware – Lerner Hall, Alfred Street, Newark, Delaware, 19716, United States
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. Jonathan D. Moll, CPA will represent BLS in this exciting panel discussion
Want to learn more about a career at BLS? Visit our College Students webpage.

2024 Delaware Trust Conference - Trends in State Income Taxation
2024-10-29 11:00 - 12:00 | Chase Center on the Riverfront, 815 Justison Street , Wilmington, DE, 19801, United States
Karly Laughlin, CPA, AEP is a panelist at the 2024 Delaware Trust Conference – Coast to Coast: Trends in State Income Taxation Session!
11:00 – 12:00 p.m. – Plenary Session 3 (60 minutes) – Group Live
Coast to Coast: Trends in State Income Taxation
Using a case-study approach, this inter-disciplinary panel of professionals will demonstrate the power of collaboration to maximize opportunities for mitigating state income taxes for individuals and their trusts, coast to coast.
w Jane G. Ditelberg, Director of Tax Planning, The Northern Trust Company
w Karly A. Laughlin, CPA, AEP, Tax & Small Business Director at Belfint, Lyons & Shuman
w Joy Elizabeth Matak, JD, LLM, Partner, Avelino Law, LLP
Find out more here: 2024 Delaware Trust Conference
Learn about our Estate & Trust Services

West Chester University - Beta Alpha Psi Small Firms Night
2024-11-07 18:00 - 19:30 | West Chester University – Business and Public Management, 50 Sharpless Street, Room 212, West Chester, PA, United States
BLS CPAs will be attending West Chester University – Beta Alpha Psi’s Small Firms Night where students can hear from accountants from various local small to mid sized firms! Bella LaPlante, Staff Accountant will be a panelist and Jenni Fleck Jones, College Recruiter will be available to answer questions.
WCU Students – be sure to talk with us about our College Programs.

Smyrna Middle School Career Exploration Fair
2024-11-19 08:00 - 11:30 | Smyrna Middle School, 700 Duck Creek Parkway, Smyrna, Delaware, 19977
Christina Bell, CPA will be sharing the good news about how rewarding a career as a CPA can be to the students at Smyrna Middle School.
Students will hear about the many possibilities that are out there for future careers, what the day-to-day life is like in those careers, and the paths they can take that lead to them.
When: Wednesday, November 19, 2024 from 8:00AM until 11:30AM
Where: Smyrna Middle School – 700 Duck Creek Parkway, Smyrna, DE 19977
What will the event look like?: Students will be able to choose tables to visit on a set rotation schedule. Presenters will have about 10 minutes per rotation to share with students what they do for work, what their career path looked like to get to that point, and answer any questions with the remaining time.

2024 Fed/State Tax Institute
2024-12-10 08:00 - 16:30 | Modern Maturity Center, 1121 Forrest Avenue, Dover, DE, 19904, United States
BLS CPAs is proud to have our CPAs assisting with the State of Delaware’s IRS and Division of Revenue Annual Fed/State Tax Institute!
The Delaware Division of Revenue and the Internal Revenue Service are sponsoring the 48th Annual Federal and State Tax Institutes. The goal of these institutes is to update, clarify, and explain federal and state tax law requirements and any new tax law developments.

Registration Check-in begins at 7:30 a.m.
The Institute begins promptly at 8:00 a.m. and will end at 4:30 p.m.
Tuesday, December 10, 2024
8:00am to 4:30pm
Modern Maturity Center
1121 Forrest Avenue
Dover, DE 19904
BLS Speakers: Michael D. Kelly, CPA, Valerie C. Middlebrooks, CPA and Karly A. Laughlin, CPA
Topics:
Individual & Business Federal Update

Finalization of RMD regulations
Corporate Transparency Act Filings begin in 2024
Notable Tax Rulings & Cases in 2023
Review of tax provisions possibly expiring 12/31/2025

Estate and Trust Taxes – The Basics

Complex vs Simple trusts defined
Accounting Income and Distributable Net Income (DNI)
Calculation of income distribution deduction
Delaware – Income accumulated for nonresident beneficiaries

For additional information visit the event website
Register online

DECA Delaware: 2025 DE DECA State Career Development Conference
2025-01-30 09:00 - 15:00 | University of Delaware – Trabant Center, Newark, DE, 19711, United States
Jenni Fleck Jones is a Marketing judge at DECA Delaware’s 2025 State Conference!
Date of Conference: January 29 and 30
Location: University of Delaware Trabant Center, 17 West Main Street, Newark, DE
DECA prepares emerging leaders and entrepreneurs in marketing, finance, hospitality, and management in high schools and colleges around the globe. Over 40 events are held at the state competition with over 250 students from across Delaware who compete for a spot to attend the International Career Development Conference in April 2025.

For more information, visit DECA Delaware’s Website.

Goldey-Beacom College Business Ethics Course Networking Event
2025-02-18 12:00 - 14:00 | 4701 limestone road Wilmington DE 19808, 4701 Limestone Road, Wilmington, DE, 19808, United States
Our College Recruiter, Jenni Fleck Jones, will discuss career tips and connect with students eager to enhance their networking skills and learn about different career opportunities. This opportunity is part of Goldey-Beacom College’s Business Ethics course.
Additional Details can be found at GBC’s Career Center.

Strafford: Employee Benefit Plan Audit Peer Reviews
2025-03-06 13:00 - 15:00
Christopher J. Ciminera, CPA, QKA is presenting Strafford’s Webinar – Employee Benefit Plan Audit Peer Reviews
Topic: Employee Benefit Plan Audit Peer Reviews
Date: March 6, 2025 @ 1:00-2:50pm EDT
Firms that audit employee benefit plans must pay careful attention to peer review preparation and anticipate the reviewer’s concerns about handling participant data, investments, fees, contributions, and other aspects of the plan. The plan audit group’s reputation is at stake during these reviews.
Peer reviewers routinely find substandard risk assessment procedures, failure to properly document the procedures performed, improper reliance on SOC reports, failure to test investment transactions earnings, timely remittance of employee contributions, and other problems in reviewing benefit plan audits. Plan audit groups often struggle to assess risk adequately.
Listen as our veteran employee benefit plan advisers and auditors help you evaluate your firm’s peer review preparation and proactively address noncompliance issues that often arise during inspections.

For more information, visit Strafford’s Website.

The Plan Sponsor University - Keynote Presentation
2025-03-11 10:05 - 10:50 | Villanova University, West Campus - Garey Hall Room 10A, Villanova, Pennsylvania, 19085
Maria Hurd, CPA will be the Keynote Speaker at The Plan Sponsor University All Day Conference.
The Plan Sponsor University will be held on March 11 from 8:00am-2:00pm at Villanova University.

Keynote Timeframe: 10:05-10:50

Learn more from the TPSU website!

Smyrna High School College & Career Fair
2025-04-03 08:00 - 12:00 | Smyrna High School, Duck Creek Parkway 500, Smyrna, Delaware, 19977, United States
Christina Bell, CPA will be sharing the good news about how rewarding a career as a CPA can be to the students at Smyrna High School.
Students will hear about the many possibilities that are out there for future careers, what the day-to-day life is like in those careers, and the paths they can take that lead to them.
When: Thursday, April 3, 2025 from 8:00AM until 12:00PM
Where: Smyrna High School – 500 Duck Creek Parkway, Smyrna, DE 19977

Rowan University | Intern Delaware Corporate Field Trip
2025-04-04 13:30 - 14:30 | Belfint, Lyons & Shuman, CPAs, 1011 Centre Road, Suite 310, Wilmington, DE, 19805, United States
BLS CPAs is proud to be a stop on the Delaware Field Trip with Rowan University and Intern Delaware!
Rowan College of Business students will participate in a corporate field trip around Delaware, visiting three prominent companies: CSC, M&T Bank, and Belfint Lyons & Shuman. This experience will give students valuable insight into the operations, cultures, and career pathways within each organization. From learning about corporate governance at CSC, to financial services at M&T Bank, and public accounting at Belfint Lyons & Shuman, the trip offers a well-rounded look into different industries.
Learn more about our college/early talent programs.

Strafford: Audits of Pooled Employer Plans (PEPs)
2025-04-24 13:00 - 14:00
Christopher J. Ciminera, CPA, QKA is presenting Strafford’s Webinar – Audits of Pooled Employer Plans (PEPs)
Topic: Audits of Pooled Employer Plans (PEPs)
Date: April 24, 2025 @ 1:00pm EDT
This webinar will explain pooled employer plans (PEPs) for businesses and accountants considering implementing or recommending this new flexible retirement plan option. Our panel of seasoned retirement plan auditors will cover eligibility requirements for PEPs, design considerations, and differences between PEP audits and other examinations.

For more information, visit Strafford’s Website.

Rowan University | Accounting Society Presentation
2025-04-25 14:00 - 15:00 | Rowan University, 201 Mullica Hill Road, Glassboro, NJ, 08028, United States
Jenni Fleck Jones and Emily Bowman will be stopping at Rowan University to enjoy an afternoon with the Accounting Society!
Emily will share her career path and Jenni will give recruiting tips to the group.
Learn more about our college/early talent programs.
