Latest Past Events

Belfint Briefing Webinar: Year End Tax Update

Zoom

Please join Belfint, Lyons & Shuman, CPAs for our annual tax update. We will take a look at 2022 tax planning strategies and opportunities, along with any potential changes on the horizon. We will also cover the Inflation Reduction Act of 2022.     SEMINAR DETAILS: This webinar will be broken up into (2) sections … Continued

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end): Last day to distribute the 2023 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.  2022 Supplemental Notice for Safe Harbor plan that issued Contingent Notice … Continued