In the News

Child Tax Credits by Valerie C. Middlebrooks, CPA was published in the March/April 2022 issue of Delaware Business (Delaware State Chamber of Commerce)

Stephanie L. Chapman, CPA was featured in a recent Tax Section Odyssey Podcast – Transitional Challenges for Schedules K-2 and K-3 (AICPA)

The Financial Professional’s Role on a Nonprofit Board by Jonathan D. Moll, CPA was published in the Accounting for Success Column of the Winter 2022 issue of Delaware Banker (Delaware Bankers Association)

Valerie Middlebrooks, CPA, BLS Tax & Small Business Director/Department Chair, was featured in Delaware Today Magazine’s 2021 Women in Business Section – Meet the 40 Most Powerful Women in Business in Delaware in the December 2021 Issue of Delaware Today.

How Can You or Your Clients Evaluate Prospective Auditors and Accountants? by Maria T. Hurd, CPA, RPA was published in the Accounting for Success Column of the Fall 2021 issue of Delaware Banker (Delaware Bankers Association)

Insuring the Future of Your Family and the Jewish Community by Jordon N. Rosen, CPA, AEP (Distinguished) was published in the December 2021 issue of j-VOICE (Jewish Federation of Delaware)

Estate and Financial Planning as We Emerge from the Pandemic by Jordon N. Rosen, CPA, AEP (Distinguished) was published in the November 2021 issue of j-VOICE (Jewish Federation of Delaware)

Using a Donor Advised Fund to Create Your Legacy by Jordon N. Rosen, CPA, AEP (Distinguished) was published in the October 2021 issue of j-VOICE (Jewish Federation of Delaware)

Insuring the Future of Your Family and Jewish Values by Jordon N. Rosen, CPA, AEP (Distinguished) was published in the September 2021 issue of j-VOICE (Jewish Federation of Delaware)

The Potential Impact of Green Book Provisions on Capital Gain Income by Karly Laughlin, CPA and Valerie Middlebrooks, CPA was published in the Accounting for Success Column of the Summer 2021 issue of Delaware Banker (Delaware Bankers Association)

The Employee Retention Credit: A Little Known, but Powerful Tax Credit by Michael D. Kelly, CPA was published in the Summer 2021 issue of Delaware Banker (Delaware Bankers Association)

IRAs Make Perfect Legacy Gifts by Jordon N. Rosen, CPA, AEP (Distinguished) was published in the August 2021 issue of j-VOICE (Jewish Federation of Delaware)

Creating a Personal Legacy by Jordon N. Rosen, CPA, AEP (Distinguished) was published in the June 2021 issue of j-VOICE (Jewish Federation of Delaware)

Quick Reference Guide to the Taxation of Retirement Plan Distributions by Christopher J. Ciminera, CPA, QKA was published in the Accounting for Success column of the Spring 2021 issue of Delaware Banker (Delaware Bankers Association)