Updates & Newsletters
BLS IMPORTANT UPDATES
February 2020 Belfint Briefing: SECURE Act
Jordon Rosen, CPA, AEP, Valerie Middlebrooks, CPA, and Karly Laughlin, CPA (BLS CPAs) presented on the SECURE Act – What Individuals and Businesses Need to Know.
Click here to download the presentation slides.
December 2019 Belfint Briefing: Year-End Tax Update: Opportunities to Consider
Valerie Middlebrooks, CPA, Karly Laughlin, CPA, and Jordon Rosen, CPA, AEP (BLS CPAs) presented on Year-End Tax Planning and Opportunities to Consider.
Click here to download the presentation slides.
October 2019 Belfint Briefing: Important State and Local Tax (SALT) Considerations….after Wayfair!
Valerie Middlebrooks, CPA, Michael Kelly, CPA, and Jordon Rosen, CPA, AEP (BLS CPAs) presented on State and Local Tax considerations.
Click here to download the presentation slides.
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.
NEWSLETTERS
Profitable Solutions for Nonprofits
Spring 2020 Profitable Solutions for Nonprofits
Winter 2019 Profitable Solutions for Nonprofits
Fall 2019 Profitable Solutions for Nonprofits
Summer 2019 Profitable Solutions for Nonprofits
Focus Newsletter
December 2019/January 2020 Focus