• Estate Planning Council of Delaware: Post-Election Estate Planning

    Zoom

    BLS IS SPONSORING THE ESTATE PLANNING COUNCIL OF DELAWARE'S MARCH EVENT Topic: Post-Election Estate Planning Date: Wednesday, March 3, 2021 Time: 6:00pm - 7:00pm Location: ZOOM Speaker: Jonathan Blattmachr, Peak Trust Company FIND OUT MORE HERE: https://www.epcdelaware.org/events/event/20143

    IMPORTANT DEADLINE: International

    Form 1042 is due. An automatic 6-month extension using Form 7004 can be filed. This is NOT an extension to pay.  Form 3520-A is due for calendar year foreign trusts … Continued

    NAIFA DE Spring Symposium: Tax Planning

    Michael D. Kelly, CPA, will be presenting at NAIFA DE's Spring Symposium on the topic of Tax Planning Topic: Tax Planning with Michael D. Kelly, CPA Date: Tuesday, March 23, 2021 Time: 9:35am - 10:25am ET   The show must go on – albeit virtual – NAIFA Delaware is continuing to offer the opportunity to … Continued

    Webinar: Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits

    Christopher J. Ciminera, CPA, QKA, will be presenting at Strafford's Webinar - Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits Topic: Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits Date: Tuesday, March 23, 2021 Time: 1:00pm - 2:50pm ET   This webinar will provide employee … Continued

    CCCF – Sweet Charity à la COVID

    Zoom

    BLS is a Copper Sponsor for Chester County Community Foundation's 2021 Sweet Charity Events!  Join the Chester County Community Foundation on Zoom Tuesday, March 30, 2021 at 12pm for the second session of their Sweet Charity Event. Sweet Charity à la COVID Chef Jessica Perez, Carlino’s Market March 30, 2021 12:00pm Network, learn insider dessert … Continued

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

    BENEFIT PLAN DEADLINE (12/31 year end): Corrective distribution of 402(g) (excess deferrals) For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.