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Updates & Newsletters

BLS IMPORTANT UPDATES

May 2019 Belfint Briefing: Medicare and Social Security: A Choice of a Lifetime

Jordon Rosen, CPA, AEP (BLS CPAs), Carl Fink (Senior Benefits Consulting), and Randy Eveland, RICP, CFP (Covenant Wealth Strategies) presented a special session on social security and medicare planning.
Click here to download the presentation slides.

December 2018 Belfint Briefing: 10 Best Estate and Gift Tax Planning Ideas for 2018 After Tax Reform

Jordon Rosen, CPA, AEP and Karly A. Laughlin, CPA, of BLS CPAs, presented a special session which explained the Top 10 Estate and Gift Tax Planning Ideas for 2018.
Click here to download the presentation slides.

December 2018 Belfint Briefing: 10 Best Income Tax Planning Ideas for 2018 After Tax Reform

Jordon Rosen, CPA, AEP and Valerie C. Middlebrooks, CPA, of BLS CPAs, presented a special session which explained the Top 10 Income Tax Planning Ideas for 2018.
Click here to download the presentation slides.

BLS 2018/2019 Tax Planning Guide

With some of the changes from the Tax Cuts and Jobs Act going into effect this year, it’s a new day for tax planning. We’re pleased to offer our 2018/2019 WebTaxGuide which will help you become familiar with these changes. As you look through the guide, please don’t hesitate to contact our team with any questions you may have about these or other tax matters.

IRS Released Helpful Tools – Paycheck Calculator

As a result of the Tax Cuts and Jobs Act, the IRS has released an IRS Withholding Calculator to help individuals determine if they are on target with their federal withholding. The link below reviews the tool, along with withholding calculator frequently asked questions, in both English and Spanish. BLS encourages everyone to refer to this link to conduct a self-check or pass it along to someone that may benefit from the information. Here is a link to the IRS Media Release: Updated Withholding Calculator, Form W-4 Released; Calculator Helps Taxpayers Review Withholding Following New Tax Law.