In the News

Updated Life Expectancy Tables for Required Minimum Distributions by Jordon N. Rosen, CPA, AEP was published in the Accounting for Success column of the Fall 2020 issue of Delaware Banker (Delaware Bankers Association)

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)

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)

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)

CARES Act waived required minimum distribution for 2020 by Jordon N. Rosen, CPA, AEP was published in the June 8 issue of the Delaware Business Times (Delaware Business Times)

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)