BLS In the News
September 15, 2020
The Five Ws of a 401(k) Plan Audit
The Five Ws of a 401(k) Plan Audit by Stacey I. Snyder, CPA, QKA was published in the Accounting for Success column of the Summer 2020 issue of Delaware Banker (Delaware Bankers Association)
September 15, 2020
COVID-19 Makes 2020 Tax Planning Tricky
COVID-19 Makes 2020 Tax Planning Tricky by Jordon N. Rosen, CPA, AEP was published in the Summer 2020 issue of Delaware Banker (Delaware Bankers Association)
June 18, 2020
The World is Our Oyster
The World is Our Oyster, Opportunities await future trust and estate professionals, co-authored by Karly A. Laughlin, CPA, Jennifer Smith, and Bobbie Larkin was published in Trusts & Estates (a publication of WealthManagement.com)
June 08, 2020
CARES Act Waived Required Minimum Distribution for 2020
May 26, 2020
Revocable Trusts Owning S Corporation Stock
Revocable Trusts Owning S Corporation Stock by Michael D Kelly, CPA was published in the Accounting for Success column of the Spring 2020 issue of Delaware Banker (Delaware Bankers Association)
December 18, 2019
Bunching Charitable Contributions Using a Donor Advised Fund
Bunching Charitable Contributions Using a Donor Advised Fund by Jordon N. Rosen, CPA, AEP was published in the Accounting for Success column of the Fall 2019 issue of Delaware Banker (Delaware Bankers Association)