Exceptional Care for Children Sheldon Shuffle
2025-10-26 08:00 - 11:30 (America/New_York) | Glasgow Park, DE 896 & US 40, Bear, Delaware
BLS CPAs is honored to be a Sidekick Sponsor for Exceptional Care for Children’s 2025 Sheldon Shuffle!
Join us for the Sheldon Shuffle Walk/Run 5k- Supporting Exceptional Care for Children!
Event Schedule

8:00-8:45 AM – Bib Pick-Up & Day-Of Registration
9:00 AM – 5K Run/Walk Start

It will be a fun-filled morning of exercise, competition, and camaraderie, all while raising funds for the medically fragile children who reside at Exceptional Care for Children. ECC is a pediatric skilled nursing facility located in Newark, Delaware that provides transitional, long term and palliative care to medically fragile and technology-dependent children who are between the ages of birth and 21 years old.
All funds raised directly support Exceptional Care for Children’s programs – providing therapy, education, and recreational activities for children with severe medical conditions.
To learn more about ECC’s Sheldon Shuffle, please visit Sheldon Shuffle!

ASPPA Annual Growth Summit: An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings?
2025-10-28 08:15 - 09:05 | Manchester Grand Hyatt, One Market Place, San Diego, California, 92101
Maria T. Hurd, CPA, RPA will be co-presenting at ASPPA’s Annual TPA Growth Summit.
October 28, 2025
8:15 AM – 9:05 PM EST
11:15 AM – 12:05 PM PDT
An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings?

This session focuses on navigating the complexities of retirement plan audits, with a special emphasis on the implications of SECURE 2.0. It will delve into common plan design and transactional challenges that can lead to audit complications, offering practical insights and strategies to mitigate potential issues in light of the latest legislative updates. Learning Objectives: Identify potential audit issues related to automatic enrollment and high employee turnover; Develop strategies for managing mid-year changes in service providers with minimal disruption; Implement best practices for record-keeping and historical data management when terminating service providers; Understand the audit implications of plan termination dates and apply effective solutions; Correcting compensation errors clearly and accurately, ensuring compliance and minimizing risks.

Speakers

Maria T. Hurd, CPA, RPA, Director-Retirement Plan Audit Services, Belfint Lyons & Shuman, PA
Molly Wessler, QPA™, QKA®, Plan Administration Manager, Leading Retirement Solutions
Facilitator: Julie Altig, CPC™, QPA™, Owner/Partner, Atlantic Pension Services, Inc.

ASPPA Annual TPA Growth Summit
October 25 – 29
San Diego, CA
ASPPA Annual shapes the retirement plan landscape through innovation, education, and leadership. At this conference, you don’t just ride the waves of change: you create them. Equip yourself with the knowledge, connections, and skills that will define tomorrow’s retirement solutions. Together, we’ll harness the momentum that moves our profession forward.

DSCC Superstars in Business Luncheon
2025-11-05 11:00 - 13:30 | Hotel du Pont – Gold Ballroom, 11th & Market Streets, Wilmington, DE, 19801, United States
BLS is an Advocate Sponsor for the Superstars in Business Luncheon!
BLS is looking forward to the Delaware State Chamber of Commerce 27th Annual Superstars in Business Luncheon on November 5! 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.
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.

The Plan Sponsor University - How to Prevent and Detect Operational Mistakes in Your Retirement Plan
2025-11-06 08:00 - 14:00 | Villanova University, West Campus - Garey Hall Room 10A, Villanova, Pennsylvania, 19085
Maria Hurd, CPA will be presenting at The Plan Sponsor University All Day Conference.
How to Prevent and Detect Operational Mistakes in Your Retirement Plan
The Plan Sponsor University will be held on November 6 from 8:00am-2:00pm at Villanova University.
Learn more from the TPSU website!

West Chester University - Beta Alpha Psi Small Firms Night
2025-11-06 17:30 - 19:00 | 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 | 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.

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 | DE
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 | 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
2025-12-15 | 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
2025-12-15 | DE
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 | DE
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.

LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps
2026-01-26 13:00 - 14:00 | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps.
REGISTER HERE
Webinar Details
Topic: LTPT Eligibility Under SECURE Act
Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps
Date: Monday, January 26, 2026
Time: 1:00pm ET
The session will cover:

The definition of which employees qualify under the LTPT definition
Walk through the dates and counting periods you need to understand
Practical actions to update payroll coordination, enrollment steps, and investment committee processes

We encourage you to attend to get ready for LTPT with practical tips you can feel good about sharing with your team.
REGISTER HERE

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2026-01-31 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Form 1099-R due to participants who received distribution in 2025.
Form W-2 due to report employee’s active participant status for 2025.
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

NAWIC Delaware 30th Annual Block Kids Competition
2026-02-07 09:00 - 12:00 | Hodgson Vo-Tech, 2575 Glasgow Avenue, Newark, Delaware, 19702
BLS CPAs is a Sponsor for the 31st 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.

Exceptional Care for Children Valentine's Bingo
2026-02-07 11:00 - 14:00 | Exceptional Care for Children, Independence Way 11, Newark, Delaware, 19713, United States
BLS CPAs is honored to be a Sponsor for Exceptional Care for Children’s Valentine’s Bingo!
Join Exceptional Care for Children on Saturday, February 7, 2026 at 11 AM for a day of fun, laughter, and fabulous prizes at our Valentine’s Bingo event!
Get ready for an incredible lineup of prizes that combine style, fun, and unforgettable experiences! From luxury designer handbags to exclusive experiences, there’s something for everyone — and every ticket brings you closer to a win!
To learn more about ECC’s Valentine’s Bingo Event, please visit Valentine’s Bingo!

IMPORTANT DEADLINE: Individuals
2026-02-15 | 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
2026-02-18 | DE
Businesses:
Give annual information statements to recipients of certain payments you made during 2025. 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.

IMPORTANT DEADLINE: Businesses
2026-02-28 | DE
Businesses:
File information returns (for example, certain Forms 1099) for certain payments you made during 2025. 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.

2026 Easterseals/CAI Volleyball Challenge
2026-03-07 | Carpenter Sports Center, North College Avenue 26, Newark, Delaware, 19716, United States
BLS is very excited to be a Bump Sponsor for the 2026 Easterseals/CAI Volleyball Challenge!
Gather your friends, family, and coworkers to start or join a fundraising team! Each team will participate in the Easterseals/CAI Volleyball Challenge and everyone will walk away a winner by raising money for Easterseals!
Saturday, March 7, 2026
Carpenter Sports Building
University of Delaware
26 N. College Avenue
Newark, DE 19711

Find out more at Easterseals Volleyball Challenge Website

IMPORTANT DEADLINE: International
2026-03-15 | 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.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2026-03-15 | 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, 2025 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: S-Corps, Large Partnerships, and Partnerships
2026-03-17 | DE
S-CORPORATIONS: File a 2025 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 2026.
PARTNERSHIPS & LARGE PARTNERSHIPS: File a 2025 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.

Down Syndrome Assoc of Delaware: Run for the Buds
2026-03-22 08:00 - 23:30 | The Starboard, 2009 Coastal Highway, Dewey, Delaware, 19971
BLS is a Sponsor for the Down Syndrome Association of Delaware’s 2026 Run for the Buds 5k in Dewey Beach.
Celebrate the weekend of World Down Syndrome Day through a morning of movement by the shore. This annual race will start at The Starboard! Celebrate the individuals in our community with Down syndrome, raise awareness, and to support the programs, events, and resources provided to members throughout their entire lives.
The proceeds of the 19th Annual Run for the Buds benefit the Down Syndrome Association of Delaware. The DSA of Delaware is a nonprofit organization that supports families, promotes community involvement, and encourages a lifetime of opportunities for people with Down syndrome.
Learn more here: Down Syndrome Association of Delaware 2026 Run for the Buds.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2026-04-01 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2025. 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.
