Michael D. Kelly, CPA, will be presenting at NAIFA DE's Spring Symposium on the topic of Tax Planning Topic: Tax Planning with Michael D. Kelly, CPA Date: Tuesday, March 23, 2021 Time: 9:35am - 10:25am ET The show must go on – albeit virtual – NAIFA Delaware is continuing to offer the opportunity to … Continued
Christopher J. Ciminera, CPA, QKA, will be presenting at Strafford's Webinar - Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits Topic: Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits Date: Tuesday, March 23, 2021 Time: 1:00pm - 2:50pm ET This webinar will provide employee … Continued
BLS is a Copper Sponsor for Chester County Community Foundation's 2021 Sweet Charity Events! Join the Chester County Community Foundation on Zoom Tuesday, March 30, 2021 at 12pm for the second session of their Sweet Charity Event. Sweet Charity à la COVID Chef Jessica Perez, Carlino’s Market March 30, 2021 12:00pm Network, learn insider dessert … Continued
BENEFIT PLAN DEADLINE (12/31 year end): Required Minimum Distribution (RMD) beginning date for 5% owners and terminated participants who turned 72 in 2020. This deadline applies only to the first RMD. Subsequent RMDs must be made by December 31 of each year For additional information on these deadlines or our employee benefit plan audit services, please click here to contact … Continued
BENEFIT PLAN DEADLINE (12/31 year end): Corrective distribution of 402(g) (excess deferrals) For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.
Deadline to file FINCen 114 (Formerly known as Form TD F 90-22.1) (FBAR). Reporting is on a calendar year, regardless of the taxpayer’s fiscal year elected. Foreign-owned U.S. disregarded entities must paper file a pro-forma Form 1120 and Form 5472. An automatic extension to October 15, 2021 using Form 7004 is available. For additional information on these deadlines or … Continued
On March 17, the Treasury and IRS extended the time period to file and pay INDIVIDUAL taxes until May 17. As of the March 17 notice, this does not extend first quarter estimates or state filings, except for the State of Maryland. Learn more about this Individual Tax Day Extension. On March 29, the IRS … Continued
Maria T. Hurd, CPA, RPA, CPSP will be presenting for Fidelity Investments during their Webinar Series. April 19, 2021 2 – 2:45 PM EST: Death, Taxes, and Retirement Plan Operational Failures Retirement plan administration is complicated -- mistakes will happen, but thanks to the IRS and DOL, there is always a correction program! Everyone knows … Continued
Karly A. Laughlin, CPA, will be co-presenting at the 33rd RPTE Virtual CLE Conference. Topic: The Value of Mentors in a World Gone Wild Date: Friday, April 23, 2021 Time: 2:45pm - 3:45pm ET Panelists: Karly A. Laughlin, CPA - Belfint Lyons & Shuman, CPAs Jennifer E. Smith - McCollom D'Emilio Smith Uebler LLC George … Continued
Maria T. Hurd, CPA, RPA, CPSP will be presenting at ASPPA Spring National. April 28, 2021 3 – 3:50 PM: Workshop 5: What to Expect from 2021 audits of 2020 Plan Financial Statements The SECURE Act, the CARES Act, and several IRS and EBSA Notices granted relief and offered guidance for late deferral deposits, mid-year safe … Continued