• AICPA ENGAGE Tax Strategies Best Ideas

    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

    The Plan Sponsor University Panel Discussion with Industry Experts

    Virtual

    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

    Philanthropy Day 2021 – AFP Brandywine Chapter

    DE, United States

    BLS CPAs is a Bronze Sponsor for Virtual Philanthropy Day 2021 - AFP Brandywine Chapter! November 17, 2021 Are you ready to be INSPIRED? Where can you turn for EDUCATION? Do you need to be more CONNECTED? Make National Philanthropy Day a calendar priority. Don’t miss this opportunity to connect with and learn from nonprofit … Continued

    2021 Delaware Tax Institute

    DE, United States

    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

  • IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

    BENEFIT PLAN DEADLINE (12/31 year end): Last day to distribute the 2022 Safe Harbor Notice, the Contingent Notice for 3% safe harbor contribution or the Qualified Automatic Contribution Arrangement (QACA), as applicable. Must be distributed 30-90 days prior to the start of the next plan year.  2021 Supplemental Notice for Safe Harbor plan that issued Contingent Notice … Continued

    2021 Easterseals Delaware & Maryland’s Eastern Shore Annual Celebration

    The Baby Grand 818 N Market Street, Wilmington, DE, United States

    BLS is very excited to be a Dignity Sponsor for Easterseals 2021 Annual Celebration - A Grand Evening with Easterseals! As a sponsor of "A Grand Evening with Easterseals" we will celebrate Easterseals' mission of inclusion and building a stronger, more diverse community. Easterseals continues to lead the way to enhance quality of life and … Continued

    Hen Hatch Final Round

    Virtual

    BLS is a Sponsor of the 2021 Hen Hatch Final Round. We are excited to help these amazing students through in-kind accounting consulting hours with one of our CPAs.

    2021 Fed/State Tax Institute

    Virtual

    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 … Continued

    Belfint Briefing Webinar: Year End Tax Update… Opportunities to Consider

    Zoom

    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

    IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

    BENEFIT PLAN DEADLINE (12/31 year end): Extended deadline for Summary Annual Report For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.