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DTSTART;TZID=America/New_York:20231018T074500
DTEND;TZID=America/New_York:20231018T113000
DTSTAMP:20260403T172441
CREATED:20231009T164137Z
LAST-MODIFIED:20240308T163313Z
UID:10000310-1697615100-1697628600@www.belfint.com
SUMMARY:Smyrna Middle School Career Exploration Fair
DESCRIPTION: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.  \nStudents 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. \nWhen: Wednesday\, October 18th\, 2023 from 7:45AM until 11:30AM \nWhere: Smyrna Middle School – 700 Duck Creek Parkway\, Smyrna\, DE 19977 \nWhat 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.
URL:https://www.belfint.com/event/smyrna-career-exploration-fair-2023/
LOCATION:Smyrna Middle School\, 700 Duck Creek Parkway\, Smyrna\, Delaware\, 19977
CATEGORIES:BLS Speaking Engagement,Recruiting Event
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GEO:39.3027803;-75.6236275
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Smyrna Middle School 700 Duck Creek Parkway Smyrna Delaware 19977;X-APPLE-RADIUS=500;X-TITLE=700 Duck Creek Parkway:geo:-75.6236275,39.3027803
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240117T090000
DTEND;TZID=America/New_York:20240117T103000
DTSTAMP:20260403T172441
CREATED:20231219T134715Z
LAST-MODIFIED:20240123T164911Z
UID:10000311-1705482000-1705487400@www.belfint.com
SUMMARY:Belfint Briefing Webinar: Corporate Transparency Act\, SECURE 2.0 and more...
DESCRIPTION: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. \nOur 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. \n \n  \n  \nTOPICS: \n\nGeneral Updates\nSECURE 2.0\nCorporate Transparency Act – What you need to know\n\nWHEN: \nWednesday\, January 17\, 2024 \n9:00 – 10:30am ET \nWHERE: \nBLS Zoom Webinar \n*Zoom details will be sent upon registration \n  \nThis seminar is eligible for 1 hour of CPE! \nPresenters: \nKarly Laughlin\, CPA\, AEP \nMike Kelly\, CPA \n  \n\n\nFor additional details\, please contact Jenni Fleck Jones at jjones@belfint.com \n  \nCPE Information  \nBelfint\, 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. \nDelivery Method: Group Internet Based\nField of Study: Taxes\nCPE Credits: 1\nLearning 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.\nProgram Level: Overview\nProgram Prerequisites: None\nAdvance Preparation Needed: None \nFor more information regarding concerns or cancellation policies\, please contact LeAnne Diebold\, SPHR\, at ldiebold@belfint.com.
URL:https://www.belfint.com/event/cta-webinar/
LOCATION:Zoom
CATEGORIES:Belfint Briefing,BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2021/11/WebsiteBelfintBriefingWebinar.jpg
ORGANIZER;CN="Belfint Lyons & Shuman":MAILTO:jjones@belfint.com
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BEGIN:VEVENT
DTSTART;VALUE=DATE:20240124
DTEND;VALUE=DATE:20240125
DTSTAMP:20260403T172441
CREATED:20240129T154112Z
LAST-MODIFIED:20240129T154126Z
UID:10000332-1706054400-1706140799@www.belfint.com
SUMMARY:Strafford: 401k Annual Audits: Anticipating Serious and Costly Errors\, Understanding the Latest SASs\, and Impact of Recent Legislation
DESCRIPTION: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 \nTopic: 401k Annual Audits: Anticipating Serious and Costly Errors\, Understanding the Latest SASs\, and Impact of Recent Legislation \nDate: January 24\, 2024 \nCo-Presenters: \n\nChristopher J. Ciminera\, CPA\, QKA – Belfint\, Lyons & Shuman\, CPAs\nKristin Ryan\, CPA – Ryan + Mann\n\n\nProficiency 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. \nOur 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. \nListen 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. \n\n\nFor more information\, visit Strafford’s Webinar Listing.
URL:https://www.belfint.com/event/strafford-401k-audits/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2020/11/strafford.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240416T080000
DTEND;TZID=America/New_York:20240416T143000
DTSTAMP:20260403T172441
CREATED:20240402T132305Z
LAST-MODIFIED:20240402T132350Z
UID:10000347-1713254400-1713277800@www.belfint.com
SUMMARY:DSCC Navigating Delaware Pathways: An Education and Workforce Development Summit
DESCRIPTION: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. \nJenni Fleck Jones will participate on an employer panel titled “Building a Thriving Workforce: Retention\, Learning\, and Culture” taking place from 11:10am-11:50am. \nLet’s collectively envision the future\, ensuring that education seamlessly aligns with the evolving needs of Delaware’s workforce – together.
URL:https://www.belfint.com/event/dscc-delaware-workforce-development-summit/
LOCATION:Delaware Technical Community College Terry Campus\, 100 Campus Drive\, Dover\, Delaware\, 19904
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/04/DSCC-Pathways-2024.png
GEO:39.1970787;-75.5588061
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Delaware Technical Community College Terry Campus 100 Campus Drive Dover Delaware 19904;X-APPLE-RADIUS=500;X-TITLE=100 Campus Drive:geo:-75.5588061,39.1970787
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240515T145000
DTEND;TZID=America/New_York:20240515T154000
DTSTAMP:20260403T172441
CREATED:20240503T171025Z
LAST-MODIFIED:20240503T183556Z
UID:10000350-1715784600-1715787600@www.belfint.com
SUMMARY:ASPPA Spring National 2024: We Have an Emergency!
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 15\, 2024 \n2:50 – 3:40 PM: Workshop 5: We Have an Emergency! Case Studies on Emergency Distributions \nCongress 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. \nThis session will discuss:\n• Loans\n• Hardship Withdrawals\n• Emergency – Section 115 of the SECURE 2.0 Act\n• Emergency Savings (PLESA) – Section 127 of the SECURE 2.0 Act\n• Qualified Disaster Distributions – Section 331 of the SECURE 2.0 Act\n• Terminal Illness Distributions – Section 326 of the SECURE 2.0 Act \nAfter this session\, participants will be able to:\n• Identify all of the newly allowed emergency distribution options enacted by the SECURE 2.0 Act.\n• Understand the emergency distribution options in detail.\n• Help clients administer the provisions and to avoid errors. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-We-have-an-emergency.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240516T123000
DTEND;TZID=America/New_York:20240516T132000
DTSTAMP:20260403T172441
CREATED:20240503T171424Z
LAST-MODIFIED:20240503T183508Z
UID:10000351-1715862600-1715865600@www.belfint.com
SUMMARY:ASPPA Spring National 2024: Eligibility: Back to the Basics
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 16\, 2024 \n12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics \nIf 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. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024-2/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-Back-to-basics.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240516T133000
DTEND;TZID=America/New_York:20240516T142000
DTSTAMP:20260403T172441
CREATED:20240503T171705Z
LAST-MODIFIED:20240503T183408Z
UID:10000352-1715866200-1715869200@www.belfint.com
SUMMARY:ASPPA Spring National 2024: Updates on Forms 5500\, 5558\, and 8868
DESCRIPTION:Christopher Ciminera\, CPA\, QKA will be moderating at ASPPA Spring National.  \nMay 16\, 2024 \n1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500\, 5558\, and 8868 \nThe 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. \nThis session will discuss:\n• The new Schedule DCG for Defined Contribution Group (DCG) reporting options\n• The new Schedule MEP for Multiple-Employer Plans\n• The new participant counting methodology for determining type of filer.\n• The new administrative expenses transparency changes.\n• The new compliance questions added to Schedule R. \nASPPA Spring National\nMay 15 – 16\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event. \nFind out more here: ASPPA Spring National 2024
URL:https://www.belfint.com/event/asppa-spring-national-2024-3/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/05/Spring-National-Forms-Updates.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240605T140500
DTEND;TZID=America/New_York:20240605T152000
DTSTAMP:20260403T172441
CREATED:20240129T141914Z
LAST-MODIFIED:20240308T163120Z
UID:10000328-1717596300-1717600800@www.belfint.com
SUMMARY:AICPA Engage 2024 Conference: Reading Trust and Will Documents
DESCRIPTION:Karly Laughlin\, CPA\, AEP will be co-presenting at the AICPA & CIMA ENGAGE24 Conference! \nAICPA & CIMA Engage 2024: Reading Trust and Will Documents \n\n\nJune 5\, 2024 \n\n\n\n\n11:05 AM — 12:20 PM PDT \n2:05 PM — 3:20 PM EDT \nENG2429. Reading Trust and Will Documents (TAX\, EST) \n\n\nIn 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. \nLearning Objectives: \n\nUnderstand the interplay between a pour over will and a revocable trust.\nAppreciate the significance of formula provisions in a trust agreement and how they work.\nAnalyze 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.\n\n\n\n\nSession Information: https://agenda.aicpastore.com/sessions/eng2429
URL:https://www.belfint.com/event/aicpa-engage-2024-trust-documents/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/01/AICPA-ENGAGE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240605T173000
DTEND;TZID=America/New_York:20240605T184500
DTSTAMP:20260403T172441
CREATED:20240129T142519Z
LAST-MODIFIED:20240308T163034Z
UID:10000329-1717608600-1717613100@www.belfint.com
SUMMARY:AICPA Engage 2024 Conference: Estate Planning for the 99%
DESCRIPTION:Karly Laughlin\, CPA\, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE24 Conference! \nAICPA & CIMA Engage 2024: Estate Planning for the 99% \n\n\nJune 5\, 2024 \n\n\n\n\n2:30 PM — 3:45 PM PDT \n5:30 PM — 6:45 PM EDT \nENG2436. Estate Planning for the 99% (TAX\, EST) \n\n\nThis 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. \nLearning Objectives: \n\nWhy estate planning is still important for our clients with less than $13 million\nHow and when to make the portability election as opposed to conventional credit shelter planning\nUnderstanding 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.\n\n\n\n\nSession Information: https://agenda.aicpastore.com/sessions/eng2436
URL:https://www.belfint.com/event/aicpa-engage-2024-estate-planning/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/01/AICPA-ENGAGE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240606T123000
DTEND;TZID=America/New_York:20240606T134500
DTSTAMP:20260403T172441
CREATED:20240129T141107Z
LAST-MODIFIED:20240308T162946Z
UID:10000326-1717677000-1717681500@www.belfint.com
SUMMARY:AICPA Engage 2024 Conference: It's All Foreign to Me - International Tax Reporting and Disclosures
DESCRIPTION:Stephanie Chapman\, CPA will be presenting at the AICPA & CIMA ENGAGE24 Conference! \nAICPA & CIMA Engage 2024: It’s All Foreign to Me – International Tax Reporting and Disclosures \n\n\nJune 6\, 2024 \n\n\n\n\n9:30 AM — 10:45 AM PDT \n12:30 PM — 1:45 PM EDT \nTAX2417. It’s All Foreign to Me – International Tax Reporting and Disclosures \n\n\nBack 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. \nLearning Objectives: \n\nAvoid common errors on frequently-used international tax forms\nIdentify compliance risks for common international tax forms – FinCEN 114\, 8938\, 5471\, 5472\, 8865\, 8858\, 926\, 8621\, 1116\, 1118\, 8992\, 8993 and more\nUnderstand when a specialist is needed\n\n\n\n\nSession Information: https://agenda.aicpastore.com/sessions/tax2417
URL:https://www.belfint.com/event/aicpa-engage-2024-international-tax/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/01/AICPA-ENGAGE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240801T090000
DTEND;TZID=America/New_York:20240801T130000
DTSTAMP:20260403T172441
CREATED:20240625T204130Z
LAST-MODIFIED:20240626T143600Z
UID:10000359-1722502800-1722517200@www.belfint.com
SUMMARY:2024 Externship Program
DESCRIPTION: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. \nOur 2024 Summer Externship is scheduled to take place on August 1\, 2024 from 9am-1pm ET. \nWhat to Expect\n\nDuration – Half day\, virtual experience (due to the number of attendees\, our Externship is virtual)\nWelcome from BLS Shareholder\nVirtual Office Tour\nPanel Discussion with Auditing/Tax & Small Business/Corporate & International Services Members\nPanel Discussion with Current Interns\nOverview our College Recruiter about Our Recruiting Process and What We Look for in BLS Team Members\nWho is Eligible?\n\nHigh School Students\nCollege Students\nExperienced Professionals Considering a Career Change\n\n\n\nAPPLY NOW!
URL:https://www.belfint.com/event/2024-externship-program/
LOCATION:Zoom
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2019/12/BLS_Logo.png
ORGANIZER;CN="Belfint Lyons & Shuman":MAILTO:jjones@belfint.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241008T134000
DTEND;TZID=America/New_York:20241008T150000
DTSTAMP:20260403T172441
CREATED:20241005T173631Z
LAST-MODIFIED:20241005T173950Z
UID:10000386-1728394800-1728399600@www.belfint.com
SUMMARY:PrimeGlobal Collaborate Latin America: International Tax Breakout
DESCRIPTION:Marcelo Morinigo\, CPA will be presenting at PrimeGlobal’s 2024 Collaborate Latin America Conference! \nThe 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. \nMarcelo Morinigo\, CPA will be co-presenting during the following session. \n\nInternational Tax Breakout – 11:40AM – 1:00PM CST | 1:40 PM – 3:00 PM ET\n\nFind our more about PrimeGlobal’s 2024 Events \nCollaborate LA – ¡Próximamente en la Ciudad de México\, México! \nEl 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.
URL:https://www.belfint.com/event/primeglobal-latin-america-international-tax-breakout/
LOCATION:Grand Fiesta Americana Chapulteqec\, 756 Calzada General Mariano Escobedo\, Mexico City\, Mexico
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2024/10/PG-Collaborate-LA.jpg
GEO:19.4252087;-99.1781816
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Grand Fiesta Americana Chapulteqec 756 Calzada General Mariano Escobedo Mexico City Mexico;X-APPLE-RADIUS=500;X-TITLE=756 Calzada General Mariano Escobedo:geo:-99.1781816,19.4252087
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241009T163000
DTEND;TZID=America/New_York:20241009T173000
DTSTAMP:20260403T172441
CREATED:20241010T195721Z
LAST-MODIFIED:20241010T195721Z
UID:10000389-1728491400-1728495000@www.belfint.com
SUMMARY:University of Delaware Masters Degree in Accounting Networking
DESCRIPTION: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. \nWant to learn more about a career at BLS? Visit our College Students webpage.  \n  \n 
URL:https://www.belfint.com/event/ud-accounting-masters-2024/
LOCATION:University of Delaware – One South Main\, One South Main\, Newark\, Delaware
CATEGORIES:BLS Speaking Engagement,Recruiting Event
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GEO:39.6824433;-75.7566541
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=University of Delaware – One South Main One South Main Newark Delaware;X-APPLE-RADIUS=500;X-TITLE=One South Main:geo:-75.7566541,39.6824433
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241009T173000
DTEND;TZID=America/New_York:20241009T190000
DTSTAMP:20260403T172441
CREATED:20241010T194825Z
LAST-MODIFIED:20241010T195105Z
UID:10000387-1728495000-1728500400@www.belfint.com
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. Jonathan D. Moll\, CPA will represent BLS in this exciting panel discussion \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-2024/
LOCATION:University of Delaware – Lerner Hall\, Alfred Street\, Newark\, Delaware\, 19716\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/01/Events-UD-720x540.jpg
GEO:39.6806932;-75.7558668
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=University of Delaware – Lerner Hall Alfred Street Newark Delaware 19716 United States;X-APPLE-RADIUS=500;X-TITLE=Alfred Street:geo:-75.7558668,39.6806932
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241029T110000
DTEND;TZID=America/New_York:20241029T120000
DTSTAMP:20260403T172441
CREATED:20240724T142613Z
LAST-MODIFIED:20240904T211808Z
UID:10000363-1730199600-1730203200@www.belfint.com
SUMMARY:2024 Delaware Trust Conference - Trends in State Income Taxation
DESCRIPTION:Karly Laughlin\, CPA\, AEP is a panelist at the 2024 Delaware Trust Conference – Coast to Coast: Trends in State Income Taxation Session! \n11:00 – 12:00 p.m. – Plenary Session 3 (60 minutes) – Group Live \nCoast to Coast: Trends in State Income Taxation \nUsing 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. \nw Jane G. Ditelberg\, Director of Tax Planning\, The Northern Trust Company \nw Karly A. Laughlin\, CPA\, AEP\, Tax & Small Business Director at Belfint\, Lyons & Shuman \nw Joy Elizabeth Matak\, JD\, LLM\, Partner\, Avelino Law\, LLP \nFind out more here: 2024 Delaware Trust Conference \nLearn about our Estate & Trust Services \n 
URL:https://www.belfint.com/event/2024-delaware-trust-conference-trends-in-state-income-taxation/
LOCATION:Chase Center on the Riverfront\, 815 Justison Street \, Wilmington\, DE\, 19801\, United States
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/07/DBA-Trust-Conference.png
GEO:39.731089;-75.5630543
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Chase Center on the Riverfront 815 Justison Street  Wilmington DE 19801 United States;X-APPLE-RADIUS=500;X-TITLE=815 Justison Street:geo:-75.5630543,39.731089
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241107T180000
DTEND;TZID=America/New_York:20241107T193000
DTSTAMP:20260403T172441
CREATED:20241106T150042Z
LAST-MODIFIED:20241106T150042Z
UID:10000390-1731002400-1731007800@www.belfint.com
SUMMARY:West Chester University - Beta Alpha Psi Small Firms Night
DESCRIPTION: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. \nWCU Students – be sure to talk with us about our College Programs.
URL:https://www.belfint.com/event/wcu-beta-alpha-psi-small-firms-night/
LOCATION:West Chester University – Business and Public Management\, 50 Sharpless Street\, Room 212\, West Chester\, PA\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2024/11/BAP-WCU.jpg
GEO:39.954151;-75.6004724
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=West Chester University – Business and Public Management 50 Sharpless Street Room 212 West Chester PA United States;X-APPLE-RADIUS=500;X-TITLE=50 Sharpless Street\, Room 212:geo:-75.6004724,39.954151
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241119T080000
DTEND;TZID=America/New_York:20241119T113000
DTSTAMP:20260403T172441
CREATED:20241106T150843Z
LAST-MODIFIED:20241106T150843Z
UID:10000391-1732003200-1732015800@www.belfint.com
SUMMARY:Smyrna Middle School Career Exploration Fair
DESCRIPTION: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.  \nStudents 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. \nWhen: Wednesday\, November 19\, 2024 from 8:00AM until 11:30AM \nWhere: Smyrna Middle School – 700 Duck Creek Parkway\, Smyrna\, DE 19977 \nWhat 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.
URL:https://www.belfint.com/event/smyrna-career-exploration-fair-2024/
LOCATION:Smyrna Middle School\, 700 Duck Creek Parkway\, Smyrna\, Delaware\, 19977
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2023/10/Smyrna-Middle-School.png
GEO:39.3027803;-75.6236275
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Smyrna Middle School 700 Duck Creek Parkway Smyrna Delaware 19977;X-APPLE-RADIUS=500;X-TITLE=700 Duck Creek Parkway:geo:-75.6236275,39.3027803
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T080000
DTEND;TZID=America/New_York:20241210T163000
DTSTAMP:20260403T172441
CREATED:20241121T211945Z
LAST-MODIFIED:20241121T211945Z
UID:10000392-1733817600-1733848200@www.belfint.com
SUMMARY:2024 Fed/State Tax Institute
DESCRIPTION: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! \nThe 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.\n\nRegistration Check-in begins at 7:30 a.m.\nThe Institute begins promptly at 8:00 a.m. and will end at 4:30 p.m. \nTuesday\, December 10\, 2024 \n8:00am to 4:30pm\nModern Maturity Center\n1121 Forrest Avenue\nDover\, DE 19904 \nBLS Speakers: Michael D. Kelly\, CPA\, Valerie C. Middlebrooks\, CPA and Karly A. Laughlin\, CPA \nTopics: \nIndividual & Business Federal Update \n\nFinalization of RMD regulations\nCorporate Transparency Act Filings begin in 2024\nNotable Tax Rulings & Cases in 2023\nReview of tax provisions possibly expiring 12/31/2025\n\n\nEstate and Trust Taxes – The Basics \n\nComplex vs Simple trusts defined\nAccounting Income and Distributable Net Income (DNI)\nCalculation of income distribution deduction\nDelaware – Income accumulated for nonresident beneficiaries\n\n\n\n\n\n\nFor additional information visit the event website \nRegister online
URL:https://www.belfint.com/event/delaware-fed-state-tax-institute-2024/
LOCATION:Modern Maturity Center\, 1121 Forrest Avenue\, Dover\, DE\, 19904\, United States
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/09/DOR-IRS.jpg
GEO:39.160078;-75.547278
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Modern Maturity Center 1121 Forrest Avenue Dover DE 19904 United States;X-APPLE-RADIUS=500;X-TITLE=1121 Forrest Avenue:geo:-75.547278,39.160078
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250130T090000
DTEND;TZID=America/New_York:20250130T150000
DTSTAMP:20260403T172441
CREATED:20250129T195107Z
LAST-MODIFIED:20250129T195107Z
UID:10000424-1738227600-1738249200@www.belfint.com
SUMMARY:DECA Delaware: 2025 DE DECA State Career Development Conference
DESCRIPTION:Jenni Fleck Jones is a Marketing judge at DECA Delaware’s 2025 State Conference! \nDate of Conference: January 29 and 30 \nLocation: University of Delaware Trabant Center\, 17 West Main Street\, Newark\, DE \nDECA 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. \n\nFor more information\, visit DECA Delaware’s Website.
URL:https://www.belfint.com/event/deca-delaware-2025-conference/
LOCATION:University of Delaware – Trabant Center\, Newark\, DE\, 19711\, United States
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/01/DECA-DE-Conference.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250218T120000
DTEND;TZID=America/New_York:20250218T140000
DTSTAMP:20260403T172441
CREATED:20250219T205950Z
LAST-MODIFIED:20250219T205950Z
UID:10000432-1739880000-1739887200@www.belfint.com
SUMMARY:Goldey-Beacom College Business Ethics Course Networking Event
DESCRIPTION: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. \nAdditional Details can be found at GBC’s Career Center.
URL:https://www.belfint.com/event/goldey-beacom-college-networking/
LOCATION:4701 limestone road Wilmington DE 19808\, 4701 Limestone Road\, Wilmington\, DE\, 19808\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/08/GBC.jpg
GEO:39.7414712;-75.6896698
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=4701 limestone road Wilmington DE 19808 4701 Limestone Road Wilmington DE 19808 United States;X-APPLE-RADIUS=500;X-TITLE=4701 Limestone Road:geo:-75.6896698,39.7414712
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250306T130000
DTEND;TZID=America/New_York:20250306T150000
DTSTAMP:20260403T172441
CREATED:20250120T200005Z
LAST-MODIFIED:20251215T191328Z
UID:10000421-1741266000-1741273200@www.belfint.com
SUMMARY:Strafford: Employee Benefit Plan Audit Peer Reviews
DESCRIPTION:Christopher J. Ciminera\, CPA\, QKA is presenting Strafford’s Webinar – Employee Benefit Plan Audit Peer Reviews \nTopic: Employee Benefit Plan Audit Peer Reviews \nDate: March 6\, 2025 @ 1:00-2:50pm EDT \nFirms 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. \nPeer 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. \nListen 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. \n\nFor more information\, visit Strafford’s Website.
URL:https://www.belfint.com/event/strafford-benefit-plan-audit-peer-reviews/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2020/11/strafford.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250311T100500
DTEND;TZID=America/New_York:20250311T105000
DTSTAMP:20260403T172441
CREATED:20250225T160905Z
LAST-MODIFIED:20250225T160905Z
UID:10000433-1741687500-1741690200@www.belfint.com
SUMMARY:The Plan Sponsor University - Keynote Presentation
DESCRIPTION:Maria Hurd\, CPA will be the Keynote Speaker at The Plan Sponsor University All Day Conference.  \nThe Plan Sponsor University will be held on March 11 from 8:00am-2:00pm at Villanova University. \n\nKeynote Timeframe: 10:05-10:50\n\nLearn more from the TPSU website!
URL:https://www.belfint.com/event/tpsu-keynote-march-2025/
LOCATION:Villanova University\, West Campus - Garey Hall Room 10A\, Villanova\, Pennsylvania\, 19085
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2023/04/TPSU.png
GEO:40.0395676;-75.339487
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Villanova University West Campus - Garey Hall Room 10A Villanova Pennsylvania 19085;X-APPLE-RADIUS=500;X-TITLE=West Campus - Garey Hall Room 10A:geo:-75.339487,40.0395676
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250403T080000
DTEND;TZID=America/New_York:20250403T120000
DTSTAMP:20260403T172441
CREATED:20250211T165648Z
LAST-MODIFIED:20250211T165648Z
UID:10000426-1743667200-1743681600@www.belfint.com
SUMMARY:Smyrna High School College & Career Fair
DESCRIPTION: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.  \nStudents 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. \nWhen: Thursday\, April 3\, 2025 from 8:00AM until 12:00PM \nWhere: Smyrna High School – 500 Duck Creek Parkway\, Smyrna\, DE 19977
URL:https://www.belfint.com/event/smyrna-high-school-career-fair-2025/
LOCATION:Smyrna High School\, Duck Creek Parkway 500\, Smyrna\, Delaware\, 19977\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/02/SmyrnaHighSchoolCareerFair.jpg
GEO:39.2995595;-75.6274346
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Smyrna High School Duck Creek Parkway 500 Smyrna Delaware 19977 United States;X-APPLE-RADIUS=500;X-TITLE=Duck Creek Parkway 500:geo:-75.6274346,39.2995595
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250404T133000
DTEND;TZID=America/New_York:20250404T143000
DTSTAMP:20260403T172441
CREATED:20250522T140645Z
LAST-MODIFIED:20250522T141413Z
UID:10000441-1743773400-1743777000@www.belfint.com
SUMMARY:Rowan University | Intern Delaware Corporate Field Trip
DESCRIPTION:BLS CPAs is proud to be a stop on the Delaware Field Trip with Rowan University and Intern Delaware! \nRowan 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. \nLearn more about our college/early talent programs. \n 
URL:https://www.belfint.com/event/rowan-intern-delaware-2025/
LOCATION:Belfint\, Lyons & Shuman\, CPAs\, 1011 Centre Road\, Suite 310\, Wilmington\, DE\, 19805\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/05/Rowan-University.jpg
GEO:39.7585893;-75.6066339
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Belfint Lyons & Shuman CPAs 1011 Centre Road Suite 310 Wilmington DE 19805 United States;X-APPLE-RADIUS=500;X-TITLE=1011 Centre Road\, Suite 310:geo:-75.6066339,39.7585893
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250424T130000
DTEND;TZID=America/New_York:20250424T140000
DTSTAMP:20260403T172441
CREATED:20250120T194752Z
LAST-MODIFIED:20250120T194752Z
UID:10000420-1745499600-1745503200@www.belfint.com
SUMMARY:Strafford: Audits of Pooled Employer Plans (PEPs)
DESCRIPTION:Christopher J. Ciminera\, CPA\, QKA is presenting Strafford’s Webinar – Audits of Pooled Employer Plans (PEPs) \nTopic: Audits of Pooled Employer Plans (PEPs) \nDate: April 24\, 2025 @ 1:00pm EDT \nThis 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. \n\nFor more information\, visit Strafford’s Website.
URL:https://www.belfint.com/event/strafford-pep-audits/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2020/11/strafford.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250425T140000
DTEND;TZID=America/New_York:20250425T150000
DTSTAMP:20260403T172441
CREATED:20250522T142341Z
LAST-MODIFIED:20250522T142341Z
UID:10000442-1745589600-1745593200@www.belfint.com
SUMMARY:Rowan University | Accounting Society Presentation
DESCRIPTION:Jenni Fleck Jones and Emily Bowman will be stopping at Rowan University to enjoy an afternoon with the Accounting Society! \nEmily will share her career path and Jenni will give recruiting tips to the group. \nLearn more about our college/early talent programs. \n 
URL:https://www.belfint.com/event/rowan-accounting-society-2025/
LOCATION:Rowan University\, 201 Mullica Hill Road\, Glassboro\, NJ\, 08028\, United States
CATEGORIES:BLS Speaking Engagement,Recruiting Event
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/05/Rowan-University.jpg
GEO:39.708358;-75.118032
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Rowan University 201 Mullica Hill Road Glassboro NJ 08028 United States;X-APPLE-RADIUS=500;X-TITLE=201 Mullica Hill Road:geo:-75.118032,39.708358
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250508T090000
DTEND;TZID=America/New_York:20250508T120000
DTSTAMP:20260403T172441
CREATED:20250219T204038Z
LAST-MODIFIED:20250219T204038Z
UID:10000429-1746694800-1746705600@www.belfint.com
SUMMARY:Women’s Wealth and Wellness
DESCRIPTION:Valerie C. Middlebrooks\, CPA will be co-presenting at Financial House’s Women’s Wealth and Wellness Event.  \nMay 8\, 2025 \n9:00 AM – 12:00 PM EST \nOrganized by Financial House\, this event is aimed to empower professional women with the knowledge and tools they need to thrive in every aspect of their financial lives. The mission is to provide a supportive community where women can connect\, learn\, and grow together.
URL:https://www.belfint.com/event/womens-wealth-wellness-financial-house/
LOCATION:Blue Ball Barn\, West Park Drive 1914\, Wilmington\, Delaware\, 19803\, United States
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/02/Women-and-Wealth.jpg
GEO:39.7764464;-75.545351
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Blue Ball Barn West Park Drive 1914 Wilmington Delaware 19803 United States;X-APPLE-RADIUS=500;X-TITLE=West Park Drive 1914:geo:-75.545351,39.7764464
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250515T113000
DTEND;TZID=America/New_York:20250515T122000
DTSTAMP:20260403T172441
CREATED:20250212T151212Z
LAST-MODIFIED:20250212T151212Z
UID:10000427-1747308600-1747311600@www.belfint.com
SUMMARY:ASPPA Spring National Virtual 2025: Safeguarding & Optimizing Participant Data
DESCRIPTION:Maria T. Hurd\, CPA\, RPA will be co-presenting at ASPPA Spring National Virtual Conference.  \nMay 15\, 2025 \n11:30 AM – 12:20 PM EST: Safeguarding & Optimizing Participant Data \nManaging participant data has become increasingly complex with the rise of auto-enrollment\, Roth contributions\, and evolving recordkeeping rules. This session will provide actionable insights on best practices for data collection\, security\, and retention to minimize risks and enhance operational efficiency. Attendees will gain tools to navigate compliance requirements and improve participant outcomes. \nASPPA Spring National Conference\nMay 14 – 15\nVirtual \nASPPA Spring National — is a virtual experience\, offering opportunities for attendees to make connections that will fuel you and your team well after the event.
URL:https://www.belfint.com/event/asppa-spring-national-2025-participant-data/
LOCATION:DE
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/02/ASPPA-Spring-National.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250611T180000
DTEND;TZID=America/New_York:20250611T193000
DTSTAMP:20260403T172441
CREATED:20250612T200401Z
LAST-MODIFIED:20250612T201548Z
UID:10000444-1749664800-1749670200@www.belfint.com
SUMMARY:AICPA Engage 2025 Conference: Estate Planning for the 99%
DESCRIPTION:Karly Laughlin\, CPA\, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE25 Conference! \nAICPA & CIMA Engage 2025: Estate Planning for the 99% \n\n\nJune 11\, 2025 \n\n\n\n\n3:00 PM — 4:15 PM PDT \n6:00 PM — 7:15 PM EDT \n\n\nThis session will look at why estate planning is critical for the modest estate owner and review post-mortem tax\, administrative\, and fiduciary elections with an emphasis on the portability election vs. conventional credit shelter trust planning. We will also walk participants through the process of filing the decedent’s final income tax return and relevant elections\, and look at the issues when the decedent was a partner in a partnership or S corporate shareholder at the time of death. \nLearning Objectives: \n\nRecognize why planning is critical for those with estates under $13 million and how planning could be impacted under the new administration.\nRecognize the various post-mortem tax elections and why the portability election could be significant.\nIdentify the various elections\, including applicable business elections\, available when filing the decedent’s final income tax return.
URL:https://www.belfint.com/event/aicpa-engage-2025-estate-planning/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2025/06/AICPA-ENGAGE25.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250617T140000
DTEND;TZID=America/New_York:20250617T150000
DTSTAMP:20260403T172441
CREATED:20250721T143746Z
LAST-MODIFIED:20250721T143746Z
UID:10000451-1750168800-1750172400@www.belfint.com
SUMMARY:Association for Accounting Marketing - Navigating the Internal and External Challenges of DEI Communications
DESCRIPTION:Jenni Fleck Jones is moderating a discussion for AAM’s next Diversity\, Equity\, & Inclusion Webinar.  \nNavigating the Internal and External Challenges of DEI Communications  \nThe Diversity\, Equity\, and Inclusion (DEI) communications landscape has undergone a significant transformation over the past year. Cass Bailey\, CEO of Slice Communications will host a discussion that will examine various approaches\, best practices\, and case studies to provide participants with actionable insights applicable to their present and future work. \n\nCassandra Bailey\, Founder and CEO\, Slice Communications (SME)\nJenni Fleck Jones\, Marketing Manager & College Recruiter\, Belfint\, Lyons & Shuman (Moderator)
URL:https://www.belfint.com/event/aam-dei-communications/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2023/01/AAM.png
END:VEVENT
END:VCALENDAR