West Chester University - Beta Alpha Psi Small Firms Night
2025-11-06 17:30 - 19:00 (America/New_York) | West Chester University – Business and Public Management, 50 Sharpless Street, Room 212, West Chester, PA, United States
BLS CPAs will be attending West Chester University – Beta Alpha Psi’s Small Firms Night where students can hear from accountants from various local small to mid sized firms! Bella LaPlante, Staff II Accountant will be a panelist and Jenni Fleck Jones, College Recruiter will be available to answer questions.
WCU Students – be sure to talk with us about our College Programs.

Jewish Federation of Delaware 90th Anniversary Celebration
2025-11-13 18:45 - 21:00 | Harry’s Savoy Grill, 2020 Naamans Road, Wilmington, Delaware, 19810
BLS CPAs is a Community Light Sponsor for Jewish Federation of Delaware’s 90th Anniversary Celebration!
This special evening will honor Past Presidents and feature Montana Tucker—award-winning actress, singer, dancer, philanthropist, and social media activist—as the keynote speaker. Her passionate advocacy for combating antisemitism, supporting Israel, and advancing Holocaust education will inspire guests
from across our Jewish community and beyond.
This year marks 90 years of the Jewish Federation of Delaware’s leadership, service, and impact. The Federation supports every aspect of Jewish life in Delaware and the Brandywine Valley—caring for vulnerable populations, fostering Jewish identity, combating antisemitism, and strengthening our global connections.

IMPORTANT DEADLINE: Nonprofits
2025-11-15
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.

Catholic Charities Bishop's 5K
2025-11-22 08:00 - 11:00 | St. Marks High School, 2501 Pike Creek Road, Wilmington, Delaware, 19808
BLS is a Supporter Sponsor for Catholic Charities’ Bishop’s 5k Run/Walk.
All proceeds from the Bishop’s 5K directly support Catholic Charities of the Diocese of Wilmington, which has been serving our community with compassion and dignity for over 190 years. Your generosity FUELS:

Emergency food and shelter for individuals and families in crisis
Financial assistance for rent, utilities, and basic living expenses
Maternity care and housing through Bayard House
Affordable housing for low-income seniors
A diabetes prevention program to support healthier futures
Job training and financial literacy programs

…And so much more across Delaware and Maryland’s Eastern Shore!
November 22
8-11am – Race Starts at 9am
St. Marks High School
Learn more here: The Bishop’s 5K 2025

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2025-12-01
BENEFIT PLAN DEADLINE (12/31 year end):
Last day to distribute the 2025 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.
2025 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 2025.
Auto Enrollment Safe Harbor Notice for 2025. (EACA & ACA)
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits
2025-12-03 11:30 - 13:00 | Virtual
Jon Moll, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits.
In this workshop, Jonathan D. Moll, (Director of Accounting and Auditing at Belfint, Lyons, Schuman) will demystify nonprofit financial management by breaking down concepts into easy-to-understand language. He will share insights on interpreting balance sheets and cash flow statements, developing budgets aligned with mission goals, and presenting financial information to boards and funders with confidence.

Build your confidence in reading and interpreting nonprofit financial statements.
Develop more accurate, mission-driven budgets.
Learn strategies for financial storytelling to engage boards and donors.

Learn more here: DANA’s Workshop Webpage
Learn more about BLS CPA’s Nonprofit Practice Group.

AICPA & CIMA Employee Benefit Plan Conference - You Have an ERROR Now What?
2025-12-04 13:00 - 14:15 | Virutal
Christopher J. Ciminera, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4, 2025 from 1:00pm – 2:15pm!
AICPA & CIMA Employee Benefit Plans Conference
December 4, 2025
Chris’s session: You Have an ERROR Now What? – Understanding the Impact of 401K Corrections

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2025-12-15
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
2025-12-15
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
2025-12-15
For calendar year corporations, deposit the fourth installment of estimated income tax for 2025. 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.

Secure 2.0 Catch-Up Requirements Webinar
2025-12-17 13:00 - 14:30 | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements!
The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned.
REGISTER HERE
Webinar Details
Topic: Secure 2.0 Catch-Up Requirements
Title: Catch the Catch-Up Regulations Before They Catch You Off Guard
Date: Wednesday, December 17, 2025
Time: 1:00pm ET
The session will cover:

Regulatory changes effective 1/1/2026
Roth treatment for catch-up contributions where applicable
Implications for payroll coordination and plan administration
Final readiness recommendations to confirm full compliance

We encourage you to attend to validate your approach and avoid any year-end surprises!
REGISTER HERE

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2025-12-31
BENEFIT PLAN DEADLINE (12/31 year end):
Prospective amendment to add or remove safe harbor status for 2026
Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2026)
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.

DSCC 189th Annual Dinner – BLS Sponsoring
2026-01-12 16:00 - 19:15 | Chase Center on the Riverfront, 815 Justison Street , Wilmington, DE, 19801, United States
BLS IS PROUD TO BE A SMALL BUSINESS LEADER SPONSOR THE DELAWARE STATE CHAMBER OF COMMERCE (DSCC) 189th ANNUAL DINNER!
The DSCC Annual Dinner is Delaware’s premier business event has always been the place to be in January for high level networking with more than 1,100 business leaders and elected officials.
Keynote Speaker:
Rodger Levenson – Chairman, President, and Chief Executive Officer – WSFS Financial Corporation

Agenda:
4:00 pm Cocktail Reception
5:20 pm Welcoming Remarks
5:45 pm Presentation of the Josiah Marvel Cup
6:00 pm Dinner
6:40 pm Keynote Speaker
7:15 pm Adjournment
For additional details, visit the DSCC Annual Dinner Webpage.
