IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2022-12-15 | 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
2022-12-15 | 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
2022-12-15 | DE
For calendar year corporations, deposit the fourth installment of estimated income tax for 2022. 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)
2022-12-31 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Prospective amendment to add or remove safe harbor status for 2023
Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2023)
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
2022-12-31 | DE
Last date to make payments that can be deducted from 2022 return for cash basis taxpayer.
Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2022 return.
For additional information on these deadlines or our tax services, please click here to contact us.

DSCC 186th Annual Dinner – BLS Sponsoring
2023-01-09 16:00 - 19:15 (America/New_York) | 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) 186th 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 1,000 business leaders and elected officials.
Keynote Speakers:
David A. Tam, MD MBA CPHE FACHE – President & Chief Executive Officer – Beebe Healthcare

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 186th Annual Dinner Webpage.

IMPORTANT DEADLINE: Individuals
2023-01-10 | DE
INDIVIDUALS:
If you received $20 or more in tips during December, report them to your employer. You can use Form 4070.

IMPORTANT DEADLINE: Individuals
2023-01-17 | DE
INDIVIDUALS:
Make a payment of your estimated tax for 2022 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 2022 estimated tax payments. However, you don’t have to make this payment if you file your 2022 return (Form 1040 or Form 1040-SR) and pay any tax due by January 31, 2023.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2023-01-31 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Form 1099-R due to participants who received distribution in 2022.
Form W-2 due to report employee’s active participant status for 2022.
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
2023-01-31 | DE
ALL EMPLOYERS:
All employers must have distributed 2022 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 2022. 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.

NAWIC Delaware Block Kids Competition
2023-02-04 09:00 - 12:00 | Hodgson Vo-Tech, 2575 Glasgow Avenue, Newark, Delaware, 19702
BLS CPAs is a Sponsor for the 28th Annual Block Kids Competition hosted by NAWIC Wilmington Delaware Chapter #96!
NAWIC Delaware Chapter #96 hosts a FREE event for students in grades 1 thru 6 to help them learn about the construction industry. The students, working independently in each grade group, use 100 Lego-like building blocks, string, cardboard, one rock, and foil to build something related to the construction industry. All materials are provided. After the projects are built, the students discuss their projects with judges, who are local construction business people, owners and architects.
For additional information, please visit NAWIC Delaware’s Website.

IMPORTANT DEADLINE: Individuals
2023-02-10 | DE
INDIVIDUALS:
If you received $20 or more in tips during January, report them to your employer. You can use Form 4070.

IMPORTANT DEADLINE: Individuals
2023-02-15 | DE
INDIVIDUALS:
If you claimed exemption from income tax withholding last year on the Form W-4, Employee’s Withholding Allowance Certificate, you gave your employer, you must file a new Form W-4 by this date to continue your exemption for another year.
For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Businesses
2023-02-15 | DE
Businesses:
Give annual information statements to recipients of certain payments you made during 2022. 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. This due date applies only to the following types of payments.

All payments reported on Form 1099-B.
All payments reported on Form 1099-S.
Substitute payments reported in box 8 or gross proceeds paid to an attorney reported in box 14 of Form 1099-MISC.

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

Association for Accounting Marketing - Fighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage
2023-02-23 14:00 - 15:00 | Virtual
Jenni Fleck Jones is a co-panelist for AAM’s next Diversity, Equity, & Inclusion Webinar.
Fighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage
Recruiting, hiring and retaining talent is one of the biggest challenges accounting firms face in today’s market. And with enrollment in college accounting programs down as much as 30%, this isn’t a problem that is going to solve itself anytime soon. During this panel discussion, we will hear from firms of various sizes and people in an assortment of roles, including recruiting, marketing, DEI, HR and most importantly, a recent hire. Panelists will share their perspectives and explain why firms that are seeking diverse talent and focusing on creating inclusive cultures are better positioned to win the talent battle and how marketing plays an important role in each phase of the hiring process.

Jenni Jones, Marketing Manager & College Recruiter, Belfint, Lyons & Shuman
Jasmine Posey, Talent Acquisition Manager, Mauldin & Jenkins
Valencia Raiford, Associate, Mauldin & Jenkins
Jill Frank, Talent Acquisition Director, BPM
Rob Blasi, Chief People, Diversity & Inclusion Officer, BPM
Bonnie Buol Ruszczyk, president, bbr companies & Accounting MOVE Project (moderator)

IMPORTANT DEADLINE: Businesses
2023-02-28 | DE
Businesses:
File information returns (for example, certain Forms 1099) for certain payments you made during 2022. These payments are described under January 31, earlier. However, Form 1099-NEC reporting nonemployee compensation must be filed by January 31. There are different forms for different types of payments. Use a separate Form 1096 to summarize and transmit the forms for each type of payment. See the General Instructions for Certain Information Returns for information on what payments are covered, how much the payment must be before a return is required, which form to use, and extensions of time to file.
If you file Forms 1097, 1098, 1099 (except a Form 1099-NEC reporting nonemployee compensation), 3921, 3922, or W-2G electronically, your due date for filing them with the IRS will be extended to March 31. The due date for giving the recipient these forms generally remains January 31.
For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Individuals
2023-03-10 | DE
INDIVIDUALS:
If you received $20 or more in tips during February, report them to your employer. You can use Form 4070.

IMPORTANT DEADLINE: S-Corps, Large Partnerships, and Partnerships
2023-03-15 | DE
S-CORPORATIONS: File a 2022 calendar year income tax return (Form 1120S) and pay any tax, interest, and penalties due. Provide each shareholder with a copy of their final or amended Schedule K-1 (Form 1120S) or substitute Schedule K-1 (Form 1120S).
S-CORPORATION ELECTIONS: File Form 2553 to elect to be treated as an S corporation beginning with calendar year 2023.
PARTNERSHIPS & LARGE PARTNERSHIPS: File a 2022 calendar year return (Form 1065). Provide each partner with a copy of their final or amended Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, etc., or substitute Schedule K-1 (Form 1065).
To request an automatic 6-month extension of time to file the return, file Form 7004. Then, file the return and provide each partner with a copy of their final or amended (if required) Schedule K-1 (Form 1065) by September 15.
For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2023-03-15 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Corrective distribution for failed ADP/ACP without 10% excise tax is due (non EACAs only). Eligible Automatic Contribution Arrangements (EACAs) have until June 30, 2023 to make corrective contributions without a 10% excise tax.
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

IMPORTANT DEADLINE: International
2023-03-15 | DE
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 partnerships with foreign partners. A 5-month extension using Form 7004 can be filed. This is NOT an extension to pay.
For additional information on these deadlines or our international services, please click here to contact us.

West Chester University Accounting Society - LinkedIn and Interview Tips
2023-03-27 17:00 - 18:00 | West Chester University – Business and Public Management, 50 Sharpless Street, Room 212, West Chester, PA, United States
Jenni Fleck Jones will be presenting to West Chester University’s Accounting Society and giving students LinkedIn and Interview Tips.
Learn more about West Chester University’s Accounting Society
Learn more about BLS CPA’s College Student Programs

Rowan University Accounting Society - From a Recruiters Standpoint
2023-03-31 14:00 - 15:00 | Virtual
Jenni Fleck Jones will be presenting to Rowan University’s Accounting Society and giving students perspective ‘From a Recruiters Standpoint.’
Learn more about Rowan University’s Accounting Society
Learn more about BLS CPA’s College Student Programs

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2023-04-01 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2022. 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 us.

IMPORTANT DEADLINE: Individuals
2023-04-10 | DE
INDIVIDUALS:
If you received $20 or more in tips during March, report them to your employer. You can use Form 4070.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2023-04-15 | DE
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
2023-04-15 | DE
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, 2023 using Form 7004 is available.
For additional information on these deadlines or our international services, please click here to contact us.

IMPORTANT DEADLINE: Individuals, IRAs, C-Corps, Corporations and Trusts
2023-04-18 | DE
INDIVIDUALS: File a 2022 Form 1040 or Form 1040-SR and pay any tax due. If you want an automatic 6-month extension of time to file the return, file Form 4868 and pay what you estimate you owe in tax to avoid penalties and interest. For more information, see Form 4868. Then, file Form 1040 or Form 1040-SR by October 16.
C-CORPS: C-Corps file calendar year 2022 tax returns and pay any money still due. They can file an automatic 6-month extension using Form 7004 BUT this is NOT an extension to pay.
IRA: 2022 IRA & Roth IRA contributions must be made today.
INDIVIDUALS & CORPORATIONS: If you’re not paying your 2023 income tax through withholding (or won’t pay in enough tax during the year that way), pay the first installment of your 2023 estimated tax. Use Form 1040-ES. For more information, see Pub. 505.
TRUSTS: Filing an income tax return for the 2022 calendar year (Form 1041) or filing for an automatic five-and-a-half-month extension to October 2 (Form 7004) and paying any income tax due.

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

Delaware Alliance for Nonprofit Advancement (DANA): 2023 Annual Conference
2023-04-20 08:00 - 15:00 | Clayton Hall – University of Delaware, 100 David Hollowell Drive, Newark, DE, 19716, United States
BLS will be a Showcase Exhibitor at Delaware Alliance for Nonprofit Advancement’s (DANA) 2023 IMPACT Delaware Annual Conference.
Unleashing Our Imagination and Power to Solve Big Problems
The past few years have proven strength, power, and resilience as a sector. And what successes we saw! Nonprofit organizations and voluntary associations across Delaware worked together to serve children, families, and communities through the pandemic. So now what? What can we learn from the last few years that will inform what we do in the future? How can we as individuals and as organizations prepare ourselves for what comes next?
These questions will be explored at DANA’s 2023 Impact Conference.
Learn more here: DANA’s 2023 Impact Conference.

ATA Martial Arts Penn Classic
2023-04-22 | Neumann University, One Neumann Drive, Aston, PA, 19014, United States
BLS IS EXCITED TO BE A GOLD SPONSOR FOR THE ATA MARTIAL ARTS’ PENN CLASSIC 2023!
The 2023 Penn Classic, an ATA International Regional Taekwondo Tournament at Neumann University’s Mirenda Center on Saturday, April 22, 2023.
The 2023 Penn Classic will bring over 2,000 people and over 250 local students and their families, who live and train in Chester County. This tournament boosts students’ enthusiasm to compete and attracts competitors from all over the nation,
For additional details, contact ATA Martial Arts of West Chester – Penn Classic.

The Plan Sponsor University - Making Sure Your Retirement Plan is Compliant with SECURE Act 2.0
2023-04-25 10:05 - 10:50 | Villanova University, West Campus - Garey Hall Room 10A, Villanova, Pennsylvania, 19085
Maria Hurd, CPA will be the Keynote Speaker at The Plan Sponsor University All Day Conference.
The Plan Sponsor University will be held on April 25 from 8:00am-2:00pm at Villanova University.
Maria’s Keynote Details

Topic: Making Sure Your Retirement Plan is Compliant with SECURE Act 2.0
Keynote Timeframe: 10:05-10:50

Learn more from the TPSU website!
