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In the News

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)

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