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 … Continued
Association of Fundraising Professionals DE, Brandywine Chapter presents: The Impact of Ethics on Fundraising and Financial Reporting presented by Jonathan D. Moll, CPA. Wednesday, October 10, 2021 8:30 - 9:00 a.m. - Networking 9:00 - 10:00 a.m. - Program via Zoom For more information, visit www.tickettailor.com/events/afpbrandywinechapter/587833
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 … Continued
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. November 14, 2021 6-7:30pm Via Zoom
Jordon Rosen is a panelist at the AICPA Engage Virtual Conference! Topic: Tax Strategies Best Ideas Panelists: Julie A. Welch, CPA, PFS, CFP Jordon N. Rosen, CPA, MST, AEP® (Distinguished) Arthur Auerbach, CPA CGMA Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA This panel of tax experts will focus on the best and most current tax planning … Continued
Maria Hurd, CPA will be a panelist at The Plan Sponsor University Virtual Program! Panel Discussion with Industry Professionals Moderator: Timothy J. Dougherty, C(k)P – Financial Guide, LLC Panelists: Timothy Harkleroad – Amundi Pioneer Maria Hurd, CPA – Belfint Lyons & Shuman Matt Leeper – American Funds Colleen Mullin – Financial Guide, LLC Greg Seaver … Continued
Attend the virtual 2021 Delaware Tax Institute: There's No Masking Impending Tax Updates. Michael Kelly, CPA is presenting! Delaware Tax Institute Date: Thursday, November 18, 2021 Time: 8:15am - 12:30pm Where: Virtual Topics include 2021 Income Tax Developments, Estate Planning and Gift Tax Update, and Ethics. 8:15am – 9:15am – Michael Kelly, CPA Presenting Find … Continued
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 Internal Revenue Service and the Delaware Division of Revenue are jointly sponsoring the 45th Annual Federal and State Tax Institute. The Institute consist of presentations for tax-return preparers and practitioners and will … Continued
Please join Belfint, Lyons & Shuman, CPAs for our annual tax update. We will take a look at 2021 tax planning strategies and opportunities, along with any potential changes on the horizon. SEMINAR DETAILS TOPIC: Year-End Tax Update... Opportunities to Consider We will look at: Covid-19 Tax Updates American Rescue Plan Act, 2021 Consolidated … Continued
Stephanie Chapman, CPA will be presenting at PrimeGlobal's 2022 National Tax Conference! THE PRIMEGLOBAL TAX CONFERENCE IS NOW 100% VIRTUAL. The PrimeGlobal Tax Conference reliably provides technical updates from leading experts in the profession, while delivering innovative practice management strategies. In addition, this networking opportunity is packed with continuing education to help fulfill CPE requirements. … Continued