Strafford: Audits of Pooled Employer Plans (PEPs)
2025-04-24 13:00 - 14:00 (America/New_York) | DE
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.

Sanford School Home & School Auction
2025-04-26 18:00 - 22:00 | The Delaware Contemporary, 200 S Madison Street, Wilmington, Delaware, 19801
BLS CPAs is honored to be a Community Sponsor of Sanford School’s Home and School Auction – Diner En Bleu
Proceeds from the event support summer study grants for our teachers, in addition to state-of-the-art technology upgrades, equipment and supplies for the award-winning sports and arts programs, and so much more.
Learn more about Sanford’s Home & School Auction.

Delaware Alliance for Nonprofit Advancement (DANA): 2025 Annual Conference
2025-05-01 08:00 - 15:00 | Clayton Hall – University of Delaware, 100 David Hollowell Drive, Newark, DE, 19716, United States
BLS will be an Exhibitor at Delaware Alliance for Nonprofit Advancement’s (DANA) 2025 IMPACT Delaware Annual Conference.
Growing Together for Greater Success
The 2025 DANA IMPACT Delaware Conference is a must-attend event for nonprofit leaders and their teams, designed to foster collaboration, innovation, and shared growth. In an increasingly uncertain world, nonprofits must unite to overcome challenges and enhance their collective impact. This conference offers a unique opportunity for nonprofit professionals to come together, learn from one another, and explore new ways to strengthen the communities they serve.
Keynote Speaker: Mariah Calagione, Co-Founder, Dogfish Head
Learn more here: DANA’s 2025 Impact Conference.
Learn more about BLS CPA’s Nonprofit Practice Group.

Better Business Bureau 60th Annual Celebration
2025-05-01 17:00 - 19:30 | DuPont Country Club, 1001 Rockland Road, Wilmington, DE, 19803, United States
BLS CPAs is proud to be a President’s Sponsor for the Better Business Bureau of Delaware’s 60th Annual Awards Celebration!
BBB will welcome more than 200 business and community leaders on May 1, 2025 to the DuPont Country Club for the 60th Annual Awards Celebration.
Five companies will receive top honors for their leadership in business and community ethics through the BBB’s awards programs: The Torch, Rush and Thrive Awards. In addition to the prestigious business awards, BBB will again shine a spotlight on two students with the Student Ethics Scholarship presentation.
Plus this year, as part of our celebration of serving Delaware for 60 years, BBB will award the first Douglas M. Hershman Scholarship for Ethics & Civic Engagement.
Additional details can be found on the BBB of Delaware’s website.

ATA Martial Arts Penn Classic
2025-05-03 | Greater Philadelphia Expo Center in Oaks, PA
BLS IS EXCITED TO BE A GOLD SPONSOR FOR THE ATA MARTIAL ARTS’ PENN CLASSIC 2025!
The 2025 Penn Classic, an ATA International Regional Taekwondo Tournament at the Greater Philadelphia Expo Center in Oaks, PA, on Saturday, May 3, 2025.
The 2025 Penn Classic will be the biggest yet with an “A” classification in the tournament circuit. This tournament boosts students’ enthusiasm to compete and attracts competitors from all over the nation.
For additional details, contact ATA Martial Arts of West Chester – Penn Classic.

Highmark Walk for a Healthy Community
2025-05-03 07:45 - 11:00 | Tubman Garrett Riverfront Park
BLS CPAs is a Bronze Sponsor for the Highmark Walk for a Healthy Community event, which benefits JFS Delaware!
A benefactor of the 2025 Delaware Walk for a Healthy Community event is JFS Delaware

Where:
Tubman – Garrett Riverfront Park
80 Rosa Parks Dr, Wilmington, DE 19801

When:
Saturday, May 3, 2025

Important Times:
7:45 a.m. check-in and registration

9 a.m. 5K Walk

9:15 a.m.- 1 Mile Walk

Find out more details at the Highmark Walk for a Healthy Community website.

Healthy Foods for Healthy Kids: Meet Our Heroes Celebration
2025-05-07 17:00 - 19:00 | Brown Advisory, 5701 Kennett Pike Suite 100, Wilmington, Delaware, 19807
BLS CPAs is proud to be a Sponsor of Healthy Foods for Healthy Kids’ Meet Our Heroes Celebration!
Healthy Foods For Healthy Kids (HFHK) is hosting its first “Meet Our Heroes” event highlighting the impact of garden education in schools across Delaware.
Enjoy an inspiring evening filled with heartfelt stories, garden samplings, and meaningful connections. Meet the true heroes—students and teachers—who bring school gardens to life with their dedication and care. Their journeys will no doubt move and inspire you.
Join us for light fare, drinks, and an evening of inspiration as we honor and support our garden heroes who are growing the seeds of a healthier future for generations to come.

Estate Planning Council of Delaware: 2025 Annual Meeting
2025-05-07 17:00 - 19:30 | DuPont Country Club, 1001 Rockland Road, Wilmington, DE, 19803, United States
BLS IS SPONSORING THE ESTATE PLANNING COUNCIL OF DELAWARE’S 2025 ANNUAL MEETING
Topic: Annual Meeting
Date: Wednesday, May 7, 2025
Time: 5:00pm – 7:30pm
Location: DuPont Country Club
FIND OUT MORE HERE: https://www.epcdelaware.org/events/event/27057

Wilmington Flower Market
2025-05-08 - 2025-05-10 | Rockford Park, 2629 W 19th Street, Wilmington, DE, 19806, United States
BLS IS EXCITED TO BE A PERENNIAL TENT SPONSOR AT THE WILMINGTON FLOWER MARKET!
Wilmington Flower Market
May 8 – May 10, 2025
Wilmington Flower Market Inc. is a tradition, a corporation and an all volunteer fundraising organization dedicated to improving the lives of Delaware’s children.
Most Delawarean’s are familiar with this annual event, but for the volunteers, it is a year’s worth of hard work and planning, capped off by a fun-filled three-day event at Rockford Park. The dedicated volunteers of Flower Market work with one goal in mind and that is to help make children’s dreams come true.
Visit the Wilmington Flower Market Website

Women’s Wealth and Wellness
2025-05-08 09:00 - 12:00 | Blue Ball Barn, West Park Drive 1914, Wilmington, Delaware, 19803, United States
Valerie C. Middlebrooks, CPA will be co-presenting at Financial House’s Women’s Wealth and Wellness Event.
May 8, 2025
9:00 AM – 12:00 PM EST
Organized 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.

IMPORTANT DEADLINE: Nonprofits
2025-05-15 | DE
NONPROFITS:
Form 990 filing deadline for calendar year nonprofit organizations.

ASPPA Spring National Virtual 2025: Safeguarding & Optimizing Participant Data
2025-05-15 11:30 - 12:20 | DE
Maria T. Hurd, CPA, RPA will be co-presenting at ASPPA Spring National Virtual Conference.
May 15, 2025
11:30 AM – 12:20 PM EST: Safeguarding & Optimizing Participant Data
Managing 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.
ASPPA Spring National Conference
May 14 – 15
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.

Delaware Bankers Association 2025 Annual Meeting & Dinner
2025-05-15 16:00 - 20:30 | DuPont Country Club, 1001 Rockland Road, Wilmington, DE, 19803, United States
BLS is proud to be a wine sponsor for this event!
Don’t miss the DBA’s 130th Annual Meeting on Thursday, May 15, 2025. Join us in-person at the du Pont Country Club in Wilmington for a premiere opportunity to meet with your peers in the banking industry.
More information can be found on the DBA events calendar.

2025 Conquer The Canal Series
2025-05-17 08:00 - 15:00 | C&D Canal, 250 Fifth St, Delaware City, Delaware, 19706
BLS is excited to be a “Hydration Station” sponsor for the Conquer the Canal Series.
The series will be held on Saturday, May 17, 2025 at the C&D Canal in Delaware City.
The Conquer the Canal Race Series comprises a Certified Marathon, a Certified 5k, and a Family Fun Run 5k. Each race will guide its runners alongside the beautifully scenic waterways of the C&D canal!
For additional information, please visit: https://www.runthecanal.com/

Stroud Water Research Center Fore Fresh Water Golf Invitational
2025-05-19 11:30 - 19:30 | Bidermann Golf Course, 601 Adam's Dam Road, Wilmington, DE, United States
BLS is proud to be a Hole Sponsor of the 2025 Stroud Water Research Center’s Fore Fresh Water Golf Invitational!
Golf sponsorship and participation helps support Stroud Water Research Center’s freshwater research, environmental education, and watershed restoration efforts.
Date: May 19, 2025
11:30 a.m. shotgun start; 4:30 p.m. cocktail reception.
Location: Bidermann Golf Course
Find out more here: https://stroudcenter.org/event/golf-outing/

AICPA Engage 2025 Conference: Estate Planning for the 99%
2025-06-11 18:00 - 19:30 | ARIA Resort & Casino
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE25 Conference!
AICPA & CIMA Engage 2025: Estate Planning for the 99%

June 11, 2025

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

This 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.
Learning Objectives:

Recognize why planning is critical for those with estates under $13 million and how planning could be impacted under the new administration.
Recognize the various post-mortem tax elections and why the portability election could be significant.
Identify the various elections, including applicable business elections, available when filing the decedent’s final income tax return.

IMPORTANT DEADLINE: Individuals and Corporations
2025-06-16 | DE
INDIVIDUALS: Make a payment of your 2025 estimated tax if you’re 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 second installment date for estimated tax in 2024. For more information, see Pub. 505.
CORPORATIONS: For calendar year corporations, deposit the second installment of estimated income tax for 2025. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: International
2025-06-17 | DE
Deadline for 2024, individual tax returns for US taxpayers residing abroad and partnerships which keep their books and records outside the United States (automatic 2-month extension from April 15). An automatic extension to December 15, 2025, using Form 4868 is available as long as individuals did not receive US wages. This is NOT an extension to pay.
For additional information on these deadlines or our international services, please click here to contact us.

Association for Accounting Marketing - Navigating the Internal and External Challenges of DEI Communications
2025-06-17 14:00 - 15:00 | Virtual
Jenni Fleck Jones is moderating a discussion for AAM’s next Diversity, Equity, & Inclusion Webinar.
Navigating the Internal and External Challenges of DEI Communications
The 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.

Cassandra Bailey, Founder and CEO, Slice Communications (SME)
Jenni Fleck Jones, Marketing Manager & College Recruiter, Belfint, Lyons & Shuman (Moderator)

Siegel JCC Delaware Annual Sports Classic (BLS is a Birdie Sponsor)
2025-06-23 | Wilmington Country Club, 4825 Kennett Pike, Wilmington, DE, 19807, United States
BLS CPAs is proud to be a Birdie Sponsor again this year for the 33rd Annual Siegel JCC Delaware Sports Classic.
SIEGEL JCC ANNUAL SPORTS CLASSIC benefits community youth and senior programs.
Date:
June 23, 2025

Location:
Wilmington Country Club

4825 Kennett Pike
Wilmington, DE 19807

Additional details can be found on the Siegel JCC Delaware webpage.

IMPORTANT DEADLINE: Employee Benefit Plans
2025-06-30 | DE
EMPLOYEE BENEFIT PLANS:
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.

401(k) and 403(b) Designated Roth Accounts: Soup to Nuts
2025-07-24 12:00 - 13:00 | Webinar, DE, United States
Maria T. Hurd, CPA, RPA will be presenting at the July Delaware SHRM Webinar Series!
401(k) and 403(b) Designated Roth Accounts: Soup to Nuts

July 24, 2025

12:00 PM — 1:00 PM EDT

Discover the evolution of Designated Roth Accounts, from Roth IRAs in 1997 to the “Rothification” trends under the SECURE 2.0 Act. This webcast covers the fundamentals of Roth accounts, contributions limits, and regulatory challenges that will become effective in 2026.
Gain insight into addressing these challenges like discrimination testing, catch-up limits, and compliance with changing tax regulations.

Cancer Support Community Delaware - Marc Deshong Annual Classic Car Cruise-In
2025-08-02 11:00 - 15:00 | St. Marks High School, 2501 Pike Creek Road, Wilmington, Delaware, 19808
BLS CPAs is proud to be a Gold Sponsor for Cancer Support Community Delaware’s 2025 Marc Deshong Annual Classic Car Cruise-In!
The Marc Deshong Classic Car Cruise-In, a unique and exciting event hosted by Cancer Support Community Delaware. On August 2, 2025 at St. Mark’s High School, car enthusiasts from all over will gather for a day of classic cars, family fun, and community spirit—all in support of those impacted by cancer.
Don’t miss out on this landmark celebration! Whether you’re a classic car enthusiast or simply looking to enjoy a day of family fun, come out for the Marc Deshong Classic Car Cruise-In.

West Chester University - 2025 Meet the Firms
2025-09-04 17:00 - 19:00 | DE
Join us for West Chester University’s 2025 “Meet the Firms” event. Connect with us to learn about our 2026 Summer Internship Program.
Additional details can be found at https://www.wcupa.edu/_services/STU.CAR/careerFair.aspx.
Thursday, September 4
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.

University of Delaware – 2025 Meet the Firms
2025-09-04 17:00 - 19:30 | UD Trabant Center, 17 W. Main St, Newark, DE, 19711, United States
Please join BLS at the University of Delaware for their 2025 “Meet the Firms” event. Connect with us to learn about our 2026 Summer Internship Program. Meet the Firms is a dynamic career fair designed for employers to interact with undergraduate and graduate students from all majors and degrees pursuing full-time positions and internships in financial services, analytics, accounting and information systems.
September 4, 2025
5-7:30pm
Trabant
If you would like to reach out to our college recruiter before the event, please contact Jenni Fleck Jones at jjones@belfint.com.
Learn about our College/Early Talent Programs

Paws for Life Biennial Cocktail Party & Auction
2025-09-05 18:00 - 20:00 | DE
BLS CPAs is a sponsor of Paws for Life’s Biennial Cocktail Party & Auction.
Paws for Life’s mission is to rescue loving pet quality dogs from death row at area animal shelters. These dogs are scheduled for euthanasia simply because of lack of space. They provide proper medical care, a loving environment, and whatever time it takes for a dog to find a forever home. They believe that man’s best friend deserves nothing less than our very best.

Christ Church Christiana Hundred Golf Classic
2025-09-08 11:30 - 19:30 | Hartefeld National, PA, 19311, United States
BLS is a Tee Sponsor for the 2025 Christ Church Christiana Hundred Golf Classic!
September 8, 2025
Hartefeld National
11:30-1:00 – Registration & Lunch
1:00 – Shotgun Start
5:30-7:30 – Cocktail Party
Additional information can be found on Christ Church’s Golf Classic page on their website.

Rowan University | Meet the Future Accountants 2025
2025-09-11 16:00 - 18:00 | Rowan University, 201 Mullica Hill Road, Glassboro, NJ, 08028, United States
BLS CPAs will be exhibiting at Rowan University’s Meet the Future Accountants Event.
Stop by to learn about a career in accounting and opportunities in Delaware.
Learn more about our college/early talent programs.

IMPORTANT DEADLINE: Individuals, Corporations, S-Corps, Large Partnerships, Partnerships and International
2025-09-15 | DE
INDIVIDUALS: Make a payment of your 2025 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 2025. For more information, see Pub. 505.
CORPORATIONS: For calendar year corporations, deposit the third installment of estimated income tax for 2025. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
S-CORPORATIONS: File a 2024 calendar year income tax return (Form 1120-S) and pay any tax, interest, and penalties due. This due date applies only if you timely requested an automatic 6-month extension of time to file the return. Provide each shareholder with a copy of their final or amended Schedule K-1 (Form 1120–S) or substitute Schedule K-1 (Form 1120–S).
PARTNERSHIPS & LARGE PARTNERSHIPS: File a 2024 calendar year return (Form 1065). This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see March 15. Provide each partner with a copy of their final or amended Schedule K-1 (Form 1065) or substitute Schedule K-1 (Form 1065).
INTERNATIONAL: Final extended deadline to file Form 8804 if a 6-month extension was filed in March.
Final extended deadline for Form 1042 if a 6-month extension was filed in March.
Final extended deadline for Form 3520-A if a 6-month extension was filed in March.
For additional information on these deadlines or our international services and tax services, please click here to contact us.
