Events

Estate Planning Strategies for Leaving Your Legacy

DE

Congregation Beth Shalom, Jewish Federation of Delaware, and Create a Jewish Legacy Delaware Presents: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen, CPA, AEP. November 14, 2021 6-7:30pm Via Zoom  

IMPORTANT DEADLINE: Nonprofits

NONPROFITS: Final extended Form 990 filing deadline for calendar year nonprofit organizations. For additional information on these deadlines or to learn about our Nonprofit services, please click here to contact us.

AICPA ENGAGE Tax Strategies Best Ideas

Jordon Rosen is a panelist at the AICPA Engage Virtual Conference! Topic: Tax Strategies Best Ideas Panelists: Julie A. Welch, CPA, PFS, CFP Jordon N. Rosen, CPA, MST, AEP® (Distinguished) Arthur Auerbach, CPA CGMA Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA This panel of tax experts will focus on the best and most current tax planning … Continued

The Plan Sponsor University Panel Discussion with Industry Experts

Virtual

Maria Hurd, CPA will be a panelist at The Plan Sponsor University Virtual Program! Panel Discussion with Industry Professionals Moderator: Timothy J. Dougherty, C(k)P – Financial Guide, LLC Panelists: Timothy Harkleroad – Amundi Pioneer Maria Hurd, CPA – Belfint Lyons & Shuman Matt Leeper – American Funds Colleen Mullin – Financial Guide, LLC Greg Seaver … Continued

Philanthropy Day 2021 – AFP Brandywine Chapter

DE, United States

BLS CPAs is a Bronze Sponsor for Virtual Philanthropy Day 2021 - AFP Brandywine Chapter! November 17, 2021 Are you ready to be INSPIRED? Where can you turn for EDUCATION? Do you need to be more CONNECTED? Make National Philanthropy Day a calendar priority. Don’t miss this opportunity to connect with and learn from nonprofit … Continued

2021 Delaware Tax Institute

DE, United States

Attend the virtual 2021 Delaware Tax Institute: There's No Masking Impending Tax Updates. Michael Kelly, CPA is presenting! Delaware Tax Institute Date: Thursday, November 18, 2021 Time: 8:15am - 12:30pm Where: Virtual Topics include 2021 Income Tax Developments, Estate Planning and Gift Tax Update, and Ethics. 8:15am – 9:15am – Michael Kelly, CPA Presenting Find … Continued

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)

BENEFIT PLAN DEADLINE (12/31 year end): Last day to distribute the 2022 Safe Harbor Notice, the Contingent Notice for 3% safe harbor contribution or the Qualified Automatic Contribution Arrangement (QACA), as applicable. Must be distributed 30-90 days prior to the start of the next plan year.  2021 Supplemental Notice for Safe Harbor plan that issued Contingent Notice … Continued

2021 Easterseals Delaware & Maryland’s Eastern Shore Annual Celebration

The Baby Grand 818 N Market Street, Wilmington, DE, United States

BLS is very excited to be a Dignity Sponsor for Easterseals 2021 Annual Celebration - A Grand Evening with Easterseals! As a sponsor of "A Grand Evening with Easterseals" we will celebrate Easterseals' mission of inclusion and building a stronger, more diverse community. Easterseals continues to lead the way to enhance quality of life and … Continued

Hen Hatch Final Round

Virtual

BLS is a Sponsor of the 2021 Hen Hatch Final Round. We are excited to help these amazing students through in-kind accounting consulting hours with one of our CPAs.

2021 Fed/State Tax Institute

Virtual

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! The 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 preparers and practitioners and will … Continued

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