IMPORTANT DEADLINE: International
2021-10-15 | DE
Final deadline for filing automatically extended 2020 FinCEN 114.
Discretionary 2-month additional extension of time to file until December 15, 2021 is available for individuals who are out of the country. A letter explaining the reasons for this request must be filed.
Final extended deadline for Foreign-owned U.S. disregarded entities who must paper file a pro-forma Form 1120 with Forms 5472 attached.
For additional information on these deadlines or our international services and tax services, please click here to contact us.

IMPORTANT DEADLINE: Individuals
2021-10-15 | DE
If you have an automatic 6-month extension to file your income tax return for 2020, file Form 1040 or Form 1040-SR and pay any tax, interest, and penalties due.
For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Corporations
2021-10-15 | DE
File a 2020 calendar year income tax return (Form 1120) and pay any tax, interest, and penalties due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see April 15, earlier.
For additional information on these deadlines or our tax services, please click here to contact us.

2021 Delaware Trust Conference - BLS is a Bronze Sponsor
2021-10-19 - 2021-10-20 | Chase Center on the Riverfront, 815 Justison Street , Wilmington, DE, 19801, United States
BLS is a Bronze Sponsor of the 2021 Delaware Trust Conference!
2021 Delaware Trust Conference
October 19 & 20, 2021
The Delaware Bankers Association and the Delaware Financial Education Alliance present the 16th Annual Delaware Trust Conference!
The Delaware Trust Conference is an ideal opportunity tailored to the needs of: Trust Professionals, Portfolio Managers, Financial Advisors, Attorneys, CPAs, CTFAs, Wealth & Asset Management Services Executives, Executive Trust Officers, Investment Officers, Investment Managers, and Trust Department Managers.
Find out more here: 2021 Delaware Trust Conference

The Impact of Ethics on Fundraising and Financial Reporting
2021-10-20 08:30 - 10:00 (America/New_York) | DE
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

Fresh Start Scholarship Foundation Cultivating Success Gala
2021-10-21 18:00 - 19:00 | DE, United States
BLS CPAs is honored to be a Silver Sponsor for the Fresh Start Scholarship Foundation’s 25th Anniversary Event!
The Fresh Start Scholarship Foundation is focused on improving the lives of women through the power of education. Fresh Start is a Delaware 501(c)(3) that awards scholarships to women seeking to improve themselves and their families by earning a college degree. They match scholars with mentors to support them in their academic and professional goals. Scholars have consistently earned an average GPA of 3.5! Over 70 percent of Fresh Start scholars graduate, which is outstanding for nontraditional students. Fresh Start is an all volunteer organization funded entirely through the generosity of individuals, past graduates, foundations and businesses that support women’s empowerment.
Inspiration Award to: Dr. LaVerne Harmon, President of Wilmington University
Muriel E. Gilman Champion Award to: Fred Dawson, ChFC, CLU — Wealth Advisor, President, Bassett, Dawson & Foy, Inc.
Thursday, October 21st, 6:00 PM – 6:45 PM
VIRTUAL EVENT
For more information, visit freshstartscholarship.org

DSCC Superstars in Business Luncheon
2021-11-03 11:00 - 13:30 | Hotel du Pont – Gold Ballroom, 11th & Market Streets, Wilmington, DE, 19801, United States
BLS is a Bronze Sponsor for the Superstars in Business Luncheon!
BLS is looking forward to the Delaware State Chamber of Commerce 23rd Annual Superstars in Business Luncheon on November 3! The Marvin S. Gilman Superstars in Business award honors businesses and nonprofits for their outstanding achievements and model approaches to business and management. Established in 1998, the awards are given annually to extraordinary businesses in honor of Marvin S. Gilman, who was a distinguished small business leader in Delaware.
Keynote Speakers:
Dave Heller and Clark Minker
Discover how these two innovators creatively navigated through economic barriers and other hurdles to make the Blue Rocks franchise an industry leader while simultaneously changing the Wilmington community forever.
Agenda:
11:15 am Registration and networking
12:00 pm Lunch
12:30 pm Keynote speaker
1:00 pm Awards presentation
1:45 pm Adjourn
For more information please visit DSCC Superstars in Business.

University of Delaware Small Accounting Firm Panel
2021-11-04 17:00 - 18:00 | University of Delaware – Purnell Hall, 118 Purnell Hall, Newark, DE, United States
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 talk with students.
Want to learn more about a career at BLS? Visit our College Students webpage.

Delaware Today - Top Lawyers
2021-11-04 18:00 - 20:00 | Kalmar Nyckel Museum, 1124 E 7th Street, Wilmington, Delaware, 19801
BLS is excited to celebrate with our clients and friends at Delaware Today’s Top Attorneys Cocktail Receptions!
Delaware Today polled local attorneys and asked “Who are the top attorneys in Delaware?”
This is an exclusive event open only to the Top Lawyer award winners, their guests, and sponsors.
The list of Top Attorneys is listed in the November issue of Delaware Today on pages 61-85!
BLS will have an exhibit table at the event to showcase how we assist law firms and attorneys.

Nine Holes Anywhere Advisors Tournament
2021-11-05 14:00 - 19:00 | DE
BLS CPAs is excited to be a Bronze Sponsor of the Nine Holes Anywhere Advisors Tournament. Proceeds benefit St. Michael’s School & Nursery!
Sixth Annual NINE HOLES ANYWHERE ADVISORS TOURNAMENT
Hosted by Bill Dugdale
Friday, November 5, 2021
2:00pm
Rain Date November 12
Proceeds benefit St. Michael’s School & Nursery
Learn more about Nine Holes Anywhere at: www.nineholesanywhere.com

Estate Planning Strategies for Leaving Your Legacy
2021-11-14 18:00 - 19:30 | DE
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

IMPORTANT DEADLINE: Nonprofits
2021-11-15 | DE
NONPROFITS:
Final extended Form 990 filing deadline for calendar year nonprofit organizations.
For additional information on these deadlines or to learn about our Nonprofit services, please click here to contact us.

AICPA ENGAGE Tax Strategies Best Ideas
2021-11-15 13:00 - 14:00 | DE
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 ideas for high-income individuals, including ideas dealing with the pending Build Back Better (budget reconciliation) Act! Get ideas you can use immediately to help your clients minimize taxes!
Objectives:

Assemble many of the important planning ideas based on both current and pending legislation.
List a variety of strategies to take away and implement immediately with clients.

Learn more about the AICPA ENGAGE Tax Strategies Best Ideas Panel

The Plan Sponsor University Panel Discussion with Industry Experts
2021-11-17 08:30 - 12:00 | 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 – Hartford Funds
Rob Wisner – The Paragon Alliance Group

Learn more from the TPSU website!

Philanthropy Day 2021 - AFP Brandywine Chapter
2021-11-17 08:45 - 12:00 | 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 professionals, funders, and other community
leaders. Join us for a full day of thought provoking ideas, educational sessions,
and an inspiring closing session.
For additional details, click here

2021 Delaware Tax Institute
2021-11-18 08:15 - 09:15 | 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 additional details on the DTI Brochure!

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2021-12-01 | DE
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 at beginning of year as to whether 3% safe harbor will be made for the current year.
Qualified Default Investment Alternative (QDIA) notice for 2021.
Auto Enrollment Safe Harbor Notice for 2022. (EACA & ACA)
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

2021 Easterseals Delaware & Maryland's Eastern Shore Annual Celebration
2021-12-01 17:30 - 20:00 | The Baby Grand, 818 N Market Street, Wilmington, DE, 19801, 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 expand local access to healthcare, education, and employment opportunities.
Find out more at https://www.easterseals.com/de/

Hen Hatch Final Round
2021-12-02 18:00 - 20:30 | 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.
Hen Hatch is the University of Delaware’s premier startup funding competition run by Horn Entrepreneurship. The final round of the competition will be held on Thursday, Dec. 2, from 6:00 P.M to 8:00 P.M. on Zoom.
6:00 p.m. Welcome & Opening Remarks
6:10 p.m. Group One Pitches
6:40 p.m. Intermission
6:45 p.m. Group Two Pitches
7:15 p.m. Break/Voting for Audience Choice Awards
7:25 p.m. Award Ceremony
7:45 p.m. Closing Remarks
REGISTER FOR THE HEN HATCH FINAL ROUND

2021 Fed/State Tax Institute
2021-12-06 09:00 - 11:00 | 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 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 be offered virtually December 2021. The goal of the institutes is to update, clarify, and explain federal and state tax law reporting requirements and any new tax law developments.

Date: Monday, December 6, 2021
Speakers: Michael D. Kelly, CPA, Valerie C. Middlebrooks, CPA and Karly A. Laughlin, CPA
BLS Speaker Time: 9:05am – 9:55am and 10:10am – 11:00am

Topics:

COVID-19 Tax Updates
Other Guidance and Updates
Update on Tax Proposals

Additional information is located on the Fed/State Brochure.

Belfint Briefing Webinar: Year End Tax Update... Opportunities to Consider
2021-12-09 08:30 - 10:30 | 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 Appropriations Act, 2021
Other relief programs passed in 2020 that continue to impact 2021 taxes

Employee Retention Credit
Paycheck Protection Programs
Payroll Tax Deferrals
Economic Injury Disaster Loans
HHS Grants

Other Guidance and Updates
Update on Tax Proposals

Q&A
WHEN:
Thursday, December 9, 2021
8:30 – 10:30am ET
WHERE:
BLS Zoom Webinar
*Zoom details will be sent upon registration
Presenters:
Karly Laughlin, CPA
Mike Kelly, CPA
Valerie Middlebrooks, CPA

This seminar is eligible for 2 hours of CPE!
For additional details, please contact Jenni Fleck Jones at jjones@belfint.com

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2021-12-15 | DE
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.

IMPORTANT DEADLINE: International
2021-12-15 | DE
Final extended filing deadline for individuals who requested a discretionary 2-month extension by 10/15
For additional information on these deadlines or our international services, please click here to contact us.

IMPORTANT DEADLINE: Corporations
2021-12-15 | DE
For calendar year corporations, deposit the fourth installment of estimated income tax for 2021. A worksheet, Form 1120-W, is available to help estimate taxes for the year.
For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2021-12-31 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Prospective amendment to add or remove safe harbor status for 2022
Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2022)
Required minimum distribution date under IRC 401(a)(9)
Corrective distribution for failed ADP/ACP test with 10% excise tax or QNEC contribution
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

IMPORTANT DEADLINE: Deductions
2021-12-31 | DE
Last date to make payments that can be deducted from 2021 return for cash basis taxpayer.
Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2021 return.
For additional information on these deadlines or our tax services, please click here to contact us.

PrimeGlobal National Tax Conference: Federal Tax Update
2022-01-11 10:30 - 15:30 | Virtual
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.
Stephanie Chapman, CPA will be co-presenting during the following session.

Federal Tax Update (Part 1) – Stephanie Chapman, CPA – Corporate & International Services, BLS & Andrew Leonard, CPA, Director of Tax Services, BPBCPA 10:30 AM – 12:40 PM ET
Federal Tax Update (Part 2) – Stephanie Chapman – Corporate & International Services, BLS & Andrew Leonard, CPA, Director of Tax Services, BPBCPA 1:50 PM – 3:30 PM ET

Find our more about PrimeGlobal’s 2022 National Tax Conference.

IMPORTANT DEADLINE: Individuals
2022-01-18 | DE
INDIVIDUALS:
Make a payment of your estimated tax for 2021 if you didn’t pay your income tax for the year through withholding (or didn’t pay in enough tax that way). Use Form 1040-ES. This is the final installment date for 2021 estimated tax payments. However, you don’t have to make this payment if you file your 2021 return (Form 1040 or Form 1040-SR) and pay any tax due by January 31, 2022.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2022-01-31 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Form 1099-R due to participants who received distribution in 2021.
Form W-2 due to report employee’s active participant status for 2021.
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

IMPORTANT DEADLINE: All Employers and Businesses
2022-01-31 | DE
ALL EMPLOYERS:
All employers must have distributed 2021 W-2 forms to their employees and Form 1099s to their proper recipients.
BUSINESSES: Give annual information statements to recipients of certain payments you made during 2021. You can use the appropriate version of Form 1099 or other information return. Form 1099 can be issued electronically with the consent of the recipient. Payments that may be covered include the
following.

Cash payments for fish (or other aquatic life) purchased from anyone engaged in
the trade or business of catching fish.
Compensation for workers who aren’t considered employees (including fishing
boat proceeds to crew members).
Dividends and other corporate distributions.
Interest.
Rent.
Royalties.
Payments of Indian gaming profits to tribal members.
Profit-sharing distributions.
Retirement plan distributions.
Original issue discount.
Prizes and awards.
Medical and health care payments.
Debt cancellation (treated as payment to debtor).
Cash payments over $10,000. See the Form 8300 instructions.

For additional information on these deadlines or our tax services, please click here to contact us.
