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DTSTART;TZID=America/New_York:20260622T140000
DTEND;TZID=America/New_York:20260622T150000
DTSTAMP:20260611T190059Z
CREATED:20260611T185918Z
LAST-MODIFIED:20260611T190059Z
UID:10000533-1782136800-1782140400@www.belfint.com
SUMMARY:ASPPA Webcast: Form 5500 Preparation
DESCRIPTION:Maria T. Hurd\, CPA\, RPA will be presenting an ASPPA Webcast: Form 5500 Preparation  \nJune 22\, 2026 \n2:00 PM – 2:50 PM EST \nMaria T. Hurd provides an overview of 2026 Form 5500 updates\, common filing mistakes\, and best practices for accurately preparing defined contribution plan filings and avoiding compliance issues.
URL:https://www.belfint.com/event/asppa-webcast-form-5500-preparation/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2026/06/062226-ASPPA-Webcast_1920-e1781204283423.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260423T130000
DTEND;TZID=America/New_York:20260423T150000
DTSTAMP:20260130T200945Z
CREATED:20260130T200945Z
LAST-MODIFIED:20260130T200945Z
UID:10000502-1776949200-1776956400@www.belfint.com
SUMMARY:Barbri: Preparing Forms 5500\, 5500-SF\, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
DESCRIPTION:Lily DeLaura is presenting Barbri’s Webinar – Preparing Forms 5500\, 5500-SF\, and 5500-EZ: Annual Return/Report of Employee Benefit Plan. \nTopic: This course will explain what plans are required to file Forms 5500\, 5500-SF\, and 5500-EZ\, how to prepare these required information returns and related schedules\, and the most recent changes to these forms. \nDate: April 23\, 2026 @ 1:00-2:50pm EDT \nForms 5500\, 5500-SF\, and 5500-EZ satisfy the annual reporting requirements of the IRS\, DOL\, and PBGC. This series of forms provides these federal agencies with information about an employer’s benefit plans. Form 5500 generally must be filed by large employer plans (those that cover 100 participants or more at the beginning of the year). Form 5500-SF may generally be filed by small employer plans (those that cover less than 100 participants at the beginning of the plan year. Form 5500-EZ is generally filed for one-participant plans\, which means the plan covers the owner (and spouse)\, one or more partners in a partnership\, and does not provide benefits for anyone except an owner\, spouse\, or one or more partners. \nAccurate reporting on these forms is important because the IRS and DOL monitor the forms and certain details may trigger an IRS audit or DOL investigation. Completing these forms completely and accurately and filing these forms timely is extremely important. The SECURE Act increased the penalty for late filing a Form 5500. \n• The IRS penalty for late filing of a 5500-series return has increased 10-fold to $250 per day\, up to a maximum of $150\,000. \n• The DOL penalty for late filing can run up to $2\,739 per day\, with no maximum. \nTax advisers working with employers maintaining employer benefit plans must understand the due dates\, filing requirements\, and how to complete these returns properly. \n\nFor more information\, visit Barbri‘s Website.
URL:https://www.belfint.com/event/barbri-benefit-plan-form-5500/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2026/01/barbri_inc__logo.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251203T113000
DTEND;TZID=America/New_York:20251203T130000
DTSTAMP:20251021T141105Z
CREATED:20251021T141105Z
LAST-MODIFIED:20251021T141105Z
UID:10000485-1764761400-1764766800@www.belfint.com
SUMMARY:Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits
DESCRIPTION:Jon Moll\, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits.\nIn this workshop\, Jonathan D. Moll\, (Director of Accounting and Auditing at Belfint\, Lyons\, Schuman) will demystify nonprofit financial management by breaking down concepts into easy-to-understand language. He will share insights on interpreting balance sheets and cash flow statements\, developing budgets aligned with mission goals\, and presenting financial information to boards and funders with confidence.\n\nBuild your confidence in reading and interpreting nonprofit financial statements.\nDevelop more accurate\, mission-driven budgets.\nLearn strategies for financial storytelling to engage boards and donors.\n\nLearn more here: DANA’s Workshop Webpage  \nLearn more about BLS CPA’s Nonprofit Practice Group.
URL:https://www.belfint.com/event/financial-management-for-nonprofits/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2025/10/DANA-2025.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250617T140000
DTEND;TZID=America/New_York:20250617T150000
DTSTAMP:20250721T143746Z
CREATED:20250721T143746Z
LAST-MODIFIED:20250721T143746Z
UID:10000451-1750168800-1750172400@www.belfint.com
SUMMARY:Association for Accounting Marketing - Navigating the Internal and External Challenges of DEI Communications
DESCRIPTION:Jenni Fleck Jones is moderating a discussion for AAM’s next Diversity\, Equity\, & Inclusion Webinar.  \nNavigating the Internal and External Challenges of DEI Communications  \nThe Diversity\, Equity\, and Inclusion (DEI) communications landscape has undergone a significant transformation over the past year. Cass Bailey\, CEO of Slice Communications will host a discussion that will examine various approaches\, best practices\, and case studies to provide participants with actionable insights applicable to their present and future work. \n\nCassandra Bailey\, Founder and CEO\, Slice Communications (SME)\nJenni Fleck Jones\, Marketing Manager & College Recruiter\, Belfint\, Lyons & Shuman (Moderator)
URL:https://www.belfint.com/event/aam-dei-communications/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2023/01/AAM.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230331T140000
DTEND;TZID=America/New_York:20230331T150000
DTSTAMP:20230224T153757Z
CREATED:20230224T153659Z
LAST-MODIFIED:20230224T153757Z
UID:10000261-1680271200-1680274800@www.belfint.com
SUMMARY:Rowan University Accounting Society - From a Recruiters Standpoint
DESCRIPTION:Jenni Fleck Jones will be presenting to Rowan University’s Accounting Society and giving students perspective ‘From a Recruiters Standpoint.’ \nLearn more about Rowan University’s Accounting Society \nLearn more about BLS CPA’s College Student Programs \n 
URL:https://www.belfint.com/event/rowan-university-accounting-society-webinar/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2023/02/Rowan-Accounting-Society.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230223T140000
DTEND;TZID=America/New_York:20230223T150000
DTSTAMP:20230127T203003Z
CREATED:20230127T203003Z
LAST-MODIFIED:20230127T203003Z
UID:10000259-1677160800-1677164400@www.belfint.com
SUMMARY:Association for Accounting Marketing - Fighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage
DESCRIPTION:Jenni Fleck Jones is a co-panelist for AAM’s next Diversity\, Equity\, & Inclusion Webinar.  \nFighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage \nRecruiting\, hiring and retaining talent is one of the biggest challenges accounting firms face in today’s market. And with enrollment in college accounting programs down as much as 30%\, this isn’t a problem that is going to solve itself anytime soon. During this panel discussion\, we will hear from firms of various sizes and people in an assortment of roles\, including recruiting\, marketing\, DEI\, HR and most importantly\, a recent hire. Panelists will share their perspectives and explain why firms that are seeking diverse talent and focusing on creating inclusive cultures are better positioned to win the talent battle and how marketing plays an important role in each phase of the hiring process. \n\nJenni Jones\, Marketing Manager & College Recruiter\, Belfint\, Lyons & Shuman\nJasmine Posey\, Talent Acquisition Manager\, Mauldin & Jenkins\nValencia Raiford\, Associate\, Mauldin & Jenkins\nJill Frank\, Talent Acquisition Director\, BPM\nRob Blasi\, Chief People\, Diversity & Inclusion Officer\, BPM\nBonnie Buol Ruszczyk\, president\, bbr companies & Accounting MOVE Project (moderator)
URL:https://www.belfint.com/event/aam-talent-dei-marketing-webinar/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2023/01/AAM.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220318T120000
DTEND;TZID=America/New_York:20220318T130000
DTSTAMP:20220317T170300Z
CREATED:20220317T170300Z
LAST-MODIFIED:20220317T170300Z
UID:10000211-1647604800-1647608400@www.belfint.com
SUMMARY:Retirement Plan Regulatory Updates
DESCRIPTION:Chris Ciminera\, CPA is presenting for myCPE on the topic of Retirement Plan Regulatory Updates on March 18. \nIf you want to know about the most recent auditing standard SAS 136\, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans then the speaker Chris Ciminera\, CPA\, QKA will guide you with the topics through this CE/CPE tax webinar. \n12:00 PM EDT \nRecommended Audience \n\nThis Online CPE webinar is recommended for AFSP\, CRTP\, CPA (US)\, EA\, ORTP\, MRTP\, ChFC®\, FSCP® CASL\, ChSNC\, RICP\, WMCP\, and other tax professionals who want to understand retirement plan regulatory updates.\n\nLearn more about this virtual presentation – Retirement Plan Regulatory Updates
URL:https://www.belfint.com/event/retirement-plan-regulatory-updates/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2022/03/Retirement-Plan-Regulatory-Updates.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220216T120000
DTEND;TZID=America/New_York:20220216T130000
DTSTAMP:20220317T173026Z
CREATED:20220317T173026Z
LAST-MODIFIED:20220317T173026Z
UID:10000212-1645012800-1645016400@www.belfint.com
SUMMARY:Retirement Plan Audits
DESCRIPTION:Chris Ciminera\, CPA is presenting for myCPE on the topic of Retirement Plan Audits on February 16. \nThis CPE course will cover the audit from beginning to end focusing on important items that the auditor should consider. \n12:00 PM EDT \nRecommended Audience \n\nOnline CPE Webinar is recommended for CPAs\, CMAs\, CIAs\, QIALs\, IAPs\, Internal Auditors\, External Auditors\, Compliance Officers\, CFOs\, and other professionals interested in upgrading their knowledge regarding Retirement Plan Audits.\n\nLearn more about this virtual presentation – Retirement Plan Audits
URL:https://www.belfint.com/event/retirement-plan-audit-webinar/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2022/03/Retirement-Plan-Audits.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211206T090000
DTEND;TZID=America/New_York:20211206T110000
DTSTAMP:20211105T153304Z
CREATED:20211105T153304Z
LAST-MODIFIED:20211105T153304Z
UID:10000158-1638781200-1638788400@www.belfint.com
SUMMARY:2021 Fed/State Tax Institute
DESCRIPTION:BLS CPAs is proud to have our CPAs assisting with the State of Delaware’s IRS and Division of Revenue Annual Fed/State Tax Institute! \nThe Internal Revenue Service and the Delaware Division of Revenue are jointly sponsoring the 45th Annual Federal and State Tax Institute. The Institute consist of presentations for tax-return\npreparers and practitioners and will be offered virtually December 2021. The goal of the institutes is to update\, clarify\, and explain federal and state tax law reporting requirements and any new tax law developments. \n\nDate: Monday\, December 6\, 2021 \nSpeakers: Michael D. Kelly\, CPA\, Valerie C. Middlebrooks\, CPA and Karly A. Laughlin\, CPA \nBLS Speaker Time: 9:05am – 9:55am and 10:10am – 11:00am \n  \nTopics:  \n\nCOVID-19 Tax Updates\nOther Guidance and Updates\nUpdate on Tax Proposals\n\nAdditional information is located on the Fed/State Brochure.
URL:https://www.belfint.com/event/delaware-fed-state-tax-institute-2021/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/09/DOR-IRS.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211117T083000
DTEND;TZID=America/New_York:20211117T120000
DTSTAMP:20211116T170535Z
CREATED:20211116T170535Z
LAST-MODIFIED:20211116T170535Z
UID:10000164-1637137800-1637150400@www.belfint.com
SUMMARY:The Plan Sponsor University Panel Discussion with Industry Experts
DESCRIPTION:Maria Hurd\, CPA will be a panelist at The Plan Sponsor University Virtual Program! \nPanel Discussion with Industry Professionals \n\nModerator: Timothy J. Dougherty\, C(k)P – Financial Guide\, LLC\nPanelists:\n\nTimothy Harkleroad – Amundi Pioneer\nMaria Hurd\, CPA – Belfint Lyons & Shuman\nMatt Leeper – American Funds\nColleen Mullin – Financial Guide\, LLC\nGreg Seaver – Hartford Funds\nRob Wisner – The Paragon Alliance Group\n\n\n\nLearn more from the TPSU website!
URL:https://www.belfint.com/event/tpsu-industry-expert-panel/
LOCATION:Virtual
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2021/11/TPSU-2021.jpg
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