• 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 with a US owner. An automatic 6-month extension is available, using Form 7004.  Form 8804 must be filed to report withholding tax on income from … Continued

    CCCF – Sweet Charity: Growing & Sourcing Locally

    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 16, 2021 at 12pm for the second session of their Sweet Charity Event. Growing & Sourcing Locally: Where does my food come from? Terry Brett, CEO, Kimberton Whole Foods Pete Flynn, Owner, Pete’s … 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): Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2020. This deadline applies only to the first RMD. Subsequent RMDs must be made by December 31 of each year  For additional information on these deadlines or our employee benefit plan audit services, please click here to contact … 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.

    IMPORTANT DEADLINE: International

    Deadline to file FINCen 114 (Formerly known as Form TD F 90-22.1) (FBAR). Reporting is on a calendar year, regardless of the taxpayer’s fiscal year elected.  Foreign-owned U.S. disregarded entities must paper file a pro-forma Form 1120 and Form 5472. An automatic extension to October 15, 2021 using Form 7004 is available.  For additional information on these deadlines or … Continued

    Death, Taxes, and Retirement Plan Operational Failures

    Maria T. Hurd, CPA, RPA, CPSP will be presenting for Fidelity Investments during their Webinar Series. April 19, 2021 2 – 2:45 PM EST: Death, Taxes, and Retirement Plan Operational Failures  Retirement plan administration is complicated -- mistakes will happen, but thanks to the IRS and DOL, there is always a correction program! Everyone knows … Continued