AICPA Engage 2026 Conference: Estate Planning for the 99%
2026-06-10 13:00 - 14:30 (America/New_York) | ARIA Resort & Casino
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE26 Conference!
AICPA & CIMA Engage 2026: Estate Planning for the 99%

June 10, 2026

10:05 AM — 11:20 AM PDT
1:05 PM — 2:20 PM EDT

This session will cover the importance for those with estates under $15 million to have an estate plan. It will also cover key post-mortem tax elections available to small estate owners, including the portability election, along with pertinent federal and state elections and planning when preparing the decedent’s final income tax return and the first return for the estate or trust. Finally, this session will cover the options when the decedent was a partner or shareholder of an S corporation at the time of death.
Learning Objectives:

Identify why an estate plan is important, including for estates under $15 million.
Analyze post-mortem elections, including the mechanics of the portability election available for smaller estates.
Analyze the various federal and state elections and planning opportunities when preparing the decedent’s final income tax return and the first tax return for the estate or trust.
Compare the options and elections to be considered when a decedent was a partner or shareholder in an S corporation.

IMPORTANT DEADLINE: International
2026-06-15
Deadline for 2025, individual tax returns for US taxpayers residing abroad and partnerships which keep their books and records outside the United States (automatic 2-month extension from April 15). An automatic extension to December 15, 2026, using Form 4868 is available as long as individuals did not receive US wages. 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: Individuals and Corporations
2026-06-15
INDIVIDUALS: Make a payment of your 2026 estimated tax if you’re not paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES. This is the second installment date for estimated tax in 2025. For more information, see Pub. 505.
CORPORATIONS: For calendar year corporations, deposit the second installment of estimated income tax for 2026. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
For additional information on these deadlines or our tax services, please click here to contact us.

Temple Beth El Golf Tournament
2026-06-15 09:30 - 17:00 | Newark Country Club, 300 W. Main Street, Newark, DE, 19715, United States
BLS CPAs is honored to be a Specialty Sponsor for the 2026 Temple Beth El Golf Tournament!
The Thirteenth annual Temple Beth El’s golf tournament will be held on Monday, June 15, 2026 at the Newark Country Club, 300 W. Main Street, Newark, DE 19711. Lunch, beverages throughout the course and a wonderful buffet dinner will be served. This should be another fun event and a great course to play. Please consider supporting the Temple by coming out to play. It’s a scramble, so all skill levels are welcome, and clubs can be rented.
To learn more about Temple Beth El, please visit www.tbede.org/

Siegel JCC Delaware Annual Sports Classic (BLS is a Birdie Sponsor)
2026-06-22 | Wilmington Country Club, 4825 Kennett Pike, Wilmington, DE, 19807, United States
BLS CPAs is proud to be a Birdie Sponsor again this year for the 34th Annual Siegel JCC Delaware Sports Classic.
SIEGEL JCC ANNUAL SPORTS CLASSIC benefits community youth and senior programs.
Date:
June 22, 2026

Location:
Wilmington Country Club

4825 Kennett Pike
Wilmington, DE 19807

Additional details can be found on the Siegel JCC Delaware webpage.

IMPORTANT DEADLINE: Employee Benefit Plans
2026-06-30
EMPLOYEE BENEFIT PLANS:
Corrective distribution for failed ADP/ACP without 10% excise tax (EACA only)
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

Christ Church Christiana Hundred Golf Classic
2026-08-31 11:30 - 19:30 | Hartefeld National, PA, 19311, United States
BLS is a Tee Sponsor for the 2026 Christ Church Christiana Hundred Golf Classic!
August 31, 2026
Hartefeld National
11:30-1:00 – Registration & Lunch
1:00 – Shotgun Start
5:30-7:30 – Cocktail Party
Additional information can be found on Christ Church’s Golf Classic page on their website.

IMPORTANT DEADLINE: Individuals, Corporations, S-Corps, Large Partnerships, Partnerships and International
2026-09-15
INDIVIDUALS: Make a payment of your 2026 estimated tax if you are not paying your income tax for the year through withholding (or won’t pay in enough tax that way). Use Form 1040-ES. This is the third installment date for estimated tax in 2026. For more information, see Pub. 505.
CORPORATIONS: For calendar year corporations, deposit the third installment of estimated income tax for 2026. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
S-CORPORATIONS: File a 2025 calendar year income tax return (Form 1120-S) and pay any tax, interest, and penalties due. This due date applies only if you timely requested an automatic 6-month extension of time to file the return. Provide each shareholder with a copy of their final or amended Schedule K-1 (Form 1120–S) or substitute Schedule K-1 (Form 1120–S).
PARTNERSHIPS & LARGE PARTNERSHIPS: File a 2025 calendar year return (Form 1065). This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see March 15. Provide each partner with a copy of their final or amended Schedule K-1 (Form 1065) or substitute Schedule K-1 (Form 1065).
INTERNATIONAL: Final extended deadline to file Form 8804 if a 6-month extension was filed in March.
Final extended deadline for Form 1042 if a 6-month extension was filed in March.
Final extended deadline for Form 3520-A if a 6-month extension was filed in March.
For additional information on these deadlines or our international services and tax services, please click here to contact us.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2026-09-30
BENEFIT PLAN DEADLINE (12/31 year end):
Summary Annual Report (SAR). Later of nine months after close of plan year or two months after due date of Form 5500. The extended due date is December 15.
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

IMPORTANT DEADLINE: Trusts
2026-09-30
Must file a completed 2026 tax return if a 5-1/2-month extension was filed in April.
For additional information on these deadlines or our estate and trust services and tax services, please click here to contact us.

Cancer Support Community Delaware: Cocktails for a Cause Sponsor
2026-11-12 18:00 - 19:30 | Cancer Support Community Delaware, 4810 Lancaster Pike, Wilmington, Delaware, 19807
BLS is a Print Sponsor for Cancer Support Community Delaware’s 2026 Cocktails for a Cause.
Celebrate three decades of support, hope, and community, while we mark Cancer Support Community Delaware’s 30th year as an organization at Cocktails for a Cause on November 12th, 2026. Set against the stunning and historic grounds of our New Castle headquarters, this special evening will bring together supporters, friends, and community members for an unforgettable night of cocktails, hors d’oeuvres, and music.
Raise a glass in honor of the many lives touched by cancer and the critical programs that Cancer Support Community Delaware provides to those affected. Enjoy delicious cocktails and savory bites while mingling with fellow supporters, sharing stories, and celebrating our shared mission to offer emotional and social support to cancer patients, survivors, and their families.
Learn more here: Cancer Support Community Delaware 2026 Cocktails for a Cause.
