Estate Planning Strategies for Leaving Your Legacy
2021-11-14 18:00 - 19:30 (America/New_York) | DE
Congregation Beth Shalom, Jewish Federation of Delaware, and Create a Jewish Legacy Delaware Presents: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen, CPA, AEP.
November 14, 2021
6-7:30pm
Via Zoom

IMPORTANT DEADLINE: Nonprofits
2021-11-15 | 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.

AICPA ENGAGE Tax Strategies Best Ideas
2021-11-15 13:00 - 14:00 | DE
Jordon Rosen is a panelist at the AICPA Engage Virtual Conference!
Topic: Tax Strategies Best Ideas
Panelists:
Julie A. Welch, CPA, PFS, CFP
Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
Arthur Auerbach, CPA CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with the pending Build Back Better (budget reconciliation) Act! Get ideas you can use immediately to help your clients minimize taxes!
Objectives:

Assemble many of the important planning ideas based on both current and pending legislation.
List a variety of strategies to take away and implement immediately with clients.

Learn more about the AICPA ENGAGE Tax Strategies Best Ideas Panel

The Plan Sponsor University Panel Discussion with Industry Experts
2021-11-17 08:30 - 12:00 | Virtual
Maria Hurd, CPA will be a panelist at The Plan Sponsor University Virtual Program!
Panel Discussion with Industry Professionals

Moderator: Timothy J. Dougherty, C(k)P – Financial Guide, LLC
Panelists:

Timothy Harkleroad – Amundi Pioneer
Maria Hurd, CPA – Belfint Lyons & Shuman
Matt Leeper – American Funds
Colleen Mullin – Financial Guide, LLC
Greg Seaver – Hartford Funds
Rob Wisner – The Paragon Alliance Group

Learn more from the TPSU website!

Philanthropy Day 2021 - AFP Brandywine Chapter
2021-11-17 08:45 - 12:00 | DE, United States
BLS CPAs is a Bronze Sponsor for Virtual Philanthropy Day 2021 – AFP Brandywine Chapter!
November 17, 2021
Are you ready to be INSPIRED?
Where can you turn for EDUCATION?
Do you need to be more CONNECTED?
Make National Philanthropy Day a calendar priority. Don’t miss this opportunity to
connect with and learn from nonprofit professionals, funders, and other community
leaders. Join us for a full day of thought provoking ideas, educational sessions,
and an inspiring closing session.
For additional details, click here

2021 Delaware Tax Institute
2021-11-18 08:15 - 09:15 | DE, United States
Attend the virtual 2021 Delaware Tax Institute: There’s No Masking Impending Tax Updates. Michael Kelly, CPA is presenting!
Delaware Tax Institute
Date: Thursday, November 18, 2021
Time: 8:15am – 12:30pm
Where: Virtual
Topics include 2021 Income Tax Developments, Estate Planning and Gift Tax Update, and Ethics.
8:15am – 9:15am – Michael Kelly, CPA Presenting
Find additional details on the DTI Brochure!

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2021-12-01 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Last day to distribute the 2022 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.
2021 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 2021.
Auto Enrollment Safe Harbor Notice for 2022. (EACA & ACA)
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

2021 Easterseals Delaware & Maryland's Eastern Shore Annual Celebration
2021-12-01 17:30 - 20:00 | The Baby Grand, 818 N Market Street, Wilmington, DE, 19801, United States
BLS is very excited to be a Dignity Sponsor for Easterseals 2021 Annual Celebration – A Grand Evening with Easterseals!
As a sponsor of “A Grand Evening with Easterseals” we will celebrate Easterseals’ mission of inclusion and building a stronger, more diverse community. Easterseals continues to lead the way to enhance quality of life and expand local access to healthcare, education, and employment opportunities.
Find out more at https://www.easterseals.com/de/

Hen Hatch Final Round
2021-12-02 18:00 - 20:30 | Virtual
BLS is a Sponsor of the 2021 Hen Hatch Final Round. We are excited to help these amazing students through in-kind accounting consulting hours with one of our CPAs.
Hen Hatch is the University of Delaware’s premier startup funding competition run by Horn Entrepreneurship. The final round of the competition will be held on Thursday, Dec. 2, from 6:00 P.M to 8:00 P.M. on Zoom.
6:00 p.m. Welcome & Opening Remarks
6:10 p.m. Group One Pitches
6:40 p.m. Intermission
6:45 p.m. Group Two Pitches
7:15 p.m. Break/Voting for Audience Choice Awards
7:25 p.m. Award Ceremony
7:45 p.m. Closing Remarks
REGISTER FOR THE HEN HATCH FINAL ROUND

2021 Fed/State Tax Institute
2021-12-06 09:00 - 11:00 | Virtual
BLS CPAs is proud to have our CPAs assisting with the State of Delaware’s IRS and Division of Revenue Annual Fed/State Tax Institute!
The Internal Revenue Service and the Delaware Division of Revenue are jointly sponsoring the 45th Annual Federal and State Tax Institute. The Institute consist of presentations for tax-return
preparers and practitioners and will be offered virtually December 2021. The goal of the institutes is to update, clarify, and explain federal and state tax law reporting requirements and any new tax law developments.

Date: Monday, December 6, 2021
Speakers: Michael D. Kelly, CPA, Valerie C. Middlebrooks, CPA and Karly A. Laughlin, CPA
BLS Speaker Time: 9:05am – 9:55am and 10:10am – 11:00am

Topics:

COVID-19 Tax Updates
Other Guidance and Updates
Update on Tax Proposals

Additional information is located on the Fed/State Brochure.

Belfint Briefing Webinar: Year End Tax Update... Opportunities to Consider
2021-12-09 08:30 - 10:30 | Zoom
Please join Belfint, Lyons & Shuman, CPAs for our annual tax update. We will take a look at 2021 tax planning strategies and opportunities, along with any potential changes on the horizon.

SEMINAR DETAILS
TOPIC:
Year-End Tax Update… Opportunities to Consider
We will look at:

Covid-19 Tax Updates

American Rescue Plan Act, 2021
Consolidated Appropriations Act, 2021
Other relief programs passed in 2020 that continue to impact 2021 taxes

Employee Retention Credit
Paycheck Protection Programs
Payroll Tax Deferrals
Economic Injury Disaster Loans
HHS Grants

Other Guidance and Updates
Update on Tax Proposals

Q&A
WHEN:
Thursday, December 9, 2021
8:30 – 10:30am ET
WHERE:
BLS Zoom Webinar
*Zoom details will be sent upon registration
Presenters:
Karly Laughlin, CPA
Mike Kelly, CPA
Valerie Middlebrooks, CPA

This seminar is eligible for 2 hours of CPE!
For additional details, please contact Jenni Fleck Jones at jjones@belfint.com

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2021-12-15 | 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
2021-12-15 | 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
2021-12-15 | DE
For calendar year corporations, deposit the fourth installment of estimated income tax for 2021. 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)
2021-12-31 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Prospective amendment to add or remove safe harbor status for 2022
Prospective amendment to add an automatic enrollment to plan (QACA & EACA) (For 2022)
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
2021-12-31 | DE
Last date to make payments that can be deducted from 2021 return for cash basis taxpayer.
Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2021 return.
For additional information on these deadlines or our tax services, please click here to contact us.

PrimeGlobal National Tax Conference: Federal Tax Update
2022-01-11 10:30 - 15:30 | Virtual
Stephanie Chapman, CPA will be presenting at PrimeGlobal’s 2022 National Tax Conference!
THE PRIMEGLOBAL TAX CONFERENCE IS NOW 100% VIRTUAL.
The PrimeGlobal Tax Conference reliably provides technical updates from leading experts in the profession, while delivering innovative practice management strategies. In addition, this networking opportunity is packed with continuing education to help fulfill CPE requirements.
Stephanie Chapman, CPA will be co-presenting during the following session.

Federal Tax Update (Part 1) – Stephanie Chapman, CPA – Corporate & International Services, BLS & Andrew Leonard, CPA, Director of Tax Services, BPBCPA 10:30 AM – 12:40 PM ET
Federal Tax Update (Part 2) – Stephanie Chapman – Corporate & International Services, BLS & Andrew Leonard, CPA, Director of Tax Services, BPBCPA 1:50 PM – 3:30 PM ET

Find our more about PrimeGlobal’s 2022 National Tax Conference.

IMPORTANT DEADLINE: Individuals
2022-01-18 | DE
INDIVIDUALS:
Make a payment of your estimated tax for 2021 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 2021 estimated tax payments. However, you don’t have to make this payment if you file your 2021 return (Form 1040 or Form 1040-SR) and pay any tax due by January 31, 2022.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2022-01-31 | DE
BENEFIT PLAN DEADLINE (12/31 year end):
Form 1099-R due to participants who received distribution in 2021.
Form W-2 due to report employee’s active participant status for 2021.
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
2022-01-31 | DE
ALL EMPLOYERS:
All employers must have distributed 2021 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 2021. 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.

IMPORTANT DEADLINE: Individuals
2022-02-15 | 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
2022-02-15 | DE
Businesses:
Give annual information statements to recipients of certain payments you made during 2021. 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.

Retirement Plan Audits
2022-02-16 12:00 - 13:00 | Virtual
Chris Ciminera, CPA is presenting for myCPE on the topic of Retirement Plan Audits on February 16.
This CPE course will cover the audit from beginning to end focusing on important items that the auditor should consider.
12:00 PM EDT
Recommended Audience

Online CPE Webinar is recommended for CPAs, CMAs, CIAs, QIALs, IAPs, Internal Auditors, External Auditors, Compliance Officers, CFOs, and other professionals interested in upgrading their knowledge regarding Retirement Plan Audits.

Learn more about this virtual presentation – Retirement Plan Audits

IMPORTANT DEADLINE: Businesses
2022-02-28 | DE
Businesses:
File information returns (for example, certain Forms 1099) for certain payments you made during 2021. 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.

Estate Planning Council of Delaware: State Income Taxation of Trusts
2022-03-02 17:00 - 20:00 | DuPont Country Club, 1001 Rockland Road, Wilmington, DE, 19803, United States
BLS IS SPONSORING THE ESTATE PLANNING COUNCIL OF DELAWARE’S MARCH EVENT
Topic: State Income Taxation of Trusts
Date: Wednesday, March 2, 2022
Time: 5:00pm – 8:00pm
Location: DuPont Country Club
Speaker: Dick Nenno
FIND OUT MORE HERE: https://www.epcdelaware.org/events/event/21832

IMPORTANT DEADLINE: S-Corps, Large Partnerships, and Partnerships
2022-03-15 | DE
S-CORPORATIONS: File a 2021 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 2022.
PARTNERSHIPS & LARGE PARTNERSHIPS: File a 2021 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)
2022-03-15 | 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, 2022 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
2022-03-15 | 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.

Delaware State University - 2022 Spring Career Fair
2022-03-15 11:00 - 16:00 | 1200 North Dupont Highway, Dover, DE, 1200 North Dupont Highway, Dover, DE, United States
Are you an accounting major at DSU looking to start your career with a Top Workplace? Or looking for a 2023 Summer Internship? Don’t miss the Spring 2022 Career Fair and be sure to connect with us to learn more about BLS CPAs and our internship program. We hope to see you there!
Additional details can be found at the Delaware State University Career Services web page.
Apply for one of our positions on the Delaware State University’s Handshake page.

Retirement Plan Regulatory Updates
2022-03-18 12:00 - 13:00 | Virtual
Chris Ciminera, CPA is presenting for myCPE on the topic of Retirement Plan Regulatory Updates on March 18.
If you want to know about the most recent auditing standard SAS 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans then the speaker Chris Ciminera, CPA, QKA will guide you with the topics through this CE/CPE tax webinar.
12:00 PM EDT
Recommended Audience

This Online CPE webinar is recommended for AFSP, CRTP, CPA (US), EA, ORTP, MRTP, ChFC®, FSCP® CASL, ChSNC, RICP, WMCP, and other tax professionals who want to understand retirement plan regulatory updates.

Learn more about this virtual presentation – Retirement Plan Regulatory Updates
