CCCF - Sweet Charity: Growing & Sourcing Locally
2021-03-16 12:00 - 13:00 (America/New_York) | Zoom
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 16, 2021 at 12pm for the second session of their Sweet Charity Event.
Growing & Sourcing Locally: Where does my food come from?
Terry Brett, CEO, Kimberton Whole Foods
Pete Flynn, Owner, Pete’s Produce Farm
Emily Kovach, Editor-in-Chief, PA Eats
March 16, 2021
12:00pm
Don’t forget to purchase your Sweet Charity GOLDEN TICKET!
We know you yearn to gather at Sweet Charity to catch up with friends, enjoy an array of Chester County desserts, and support our mission. But not yet. Safety first. Instead, ‘til we have conquered COVID…

Show you care about community philanthropy by purchasing a Sweet Charity Golden Ticket for $100, $500, or $1,000.
Bring your Golden Ticket to Carlino’s Market in West Chester, anytime from 9am-5pm March 25–27.
Carlino’s Market: 128 W Market St, West Chester, PA 19382
Exchange your Golden Ticket for a box of 4 Sweet Charity mini-desserts.
Savor each mini-dessert at home, along with your favorite adult beverage.
Go online to vote for your favorite mini-dessert, and share your comments and critiques.
Zoom in on Tuesday, March 30 at noon to network with us, learn insider dessert creation tips from Carlino’s Executive Pastry Chef Jessica Perez, discover the vote-winning dessert, and see if you’ve won a Carlino’s Gourmet Food Basket.

Find out more here: https://chescocf.org/sweet-charity/

IMPORTANT DEADLINE: International
2021-03-15
Form 1042 is due. An automatic 6-month extension using Form 7004 can be filed. This is NOT an extension to pay.
Form 3520-A is due for calendar year foreign trusts with a US owner. An automatic 6-month extension is available, using Form 7004.
Form 8804 must be filed to report withholding tax on income from partnerships with foreign partners. A 5-month extension using Form 7004 can be filed. This is NOT an extension to pay.
For additional information on these deadlines or our international services, please click here to contact us.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2021-03-15
BENEFIT PLAN DEADLINE (12/31 year end):
Corrective distribution for failed ADP/ACP without 10% excise tax is due (non EACAs only). Eligible Automatic Contribution Arrangements (EACAs) have until June 30, 2021 to make corrective contributions without a 10% excise tax.
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

IMPORTANT DEADLINE: S-Corps, Large Partnerships, and Partnerships
2021-03-15
S-CORPORATIONS: File a 2020 calendar year income tax return (Form 1120S) and pay any tax, interest, and penalties due. Provide each shareholder with a copy of their final or amended Schedule K-1 (Form 1120S) or substitute Schedule K-1 (Form 1120S).
S-CORPORATION ELECTIONS: File Form 2553 to elect to be treated as an S corporation beginning with calendar year 2021.
PARTNERSHIPS & LARGE PARTNERSHIPS: File a 2020 calendar year return (Form 1065). Provide each partner with a copy of their final or amended Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, etc., or substitute Schedule K-1 (Form 1065).
To request an automatic 6-month extension of time to file the return, file Form 7004. Then, file the return and provide each partner with a copy of their final or amended (if required) Schedule K-1 (Form 1065) by September 15.
For additional information on these deadlines or our tax services, please click here to contact us.

Estate Planning Council of Delaware: Post-Election Estate Planning
2021-03-03 18:00 - 19:00 | Zoom
BLS IS SPONSORING THE ESTATE PLANNING COUNCIL OF DELAWARE’S MARCH EVENT
Topic: Post-Election Estate Planning
Date: Wednesday, March 3, 2021
Time: 6:00pm – 7:00pm
Location: ZOOM
Speaker: Jonathan Blattmachr, Peak Trust Company
FIND OUT MORE HERE: https://www.epcdelaware.org/events/event/20143

IMPORTANT DEADLINE: Businesses
2021-03-01
Businesses:
File information returns (for example, certain Forms 1099) for certain payments you made during 2020. These payments are described under February 1, earlier. However, Form 1099-NEC reporting nonemployee compensation must be filed by February 1. There are different forms for different types of payments. Use a separate Form 1096 to summarize and transmit the forms for each type of payment. See the General Instructions for Certain Information Returns for information on what payments are covered, how much the payment must be before a return is required, which form to use, and extensions of time to file.
If you file Forms 1097, 1098, 1099 (except a Form 1099-NEC reporting nonemployee compensation), 3921, 3922, or W-2G electronically, your due date for filing them with the IRS will be extended to March 31. The due date for giving the recipient these forms generally remains February 1.
For additional information on these deadlines or our tax services, please click here to contact us.

University of Delaware 2021 Summer Externship Networking Night
2021-02-25 17:00 - 18:30
University of Delaware Summer Externship Networking Night
BLS will be there to talk about our Summer Externship Program.
Attend this networking event to meet employers and alumni seeking undergraduate students with an expected graduation date between December 2022-May 2024 for their summer externship/leadership programs!
Students will have the opportunity to virtually network and interact with the employers and learn about summer externship opportunities and how to apply. This networking night is targeting students interested in the professional services industry (accounting, finance and IT).
Additional details can be found at UD’s Events Website.

CCCF - Investment Forum 2021
2021-02-23 12:00 - 12:45 | Zoom
BLS is a Copper Sponsor for Chester County Community Foundation’s Investment Forum 2021!
Join the Chester County Community Foundation on Zoom Tuesday, February 23, 2021 from 12-12:45pm for a briefing on our investment process, strategy, and performance.
Schedule of Events
February 23, 2021
12:00 – 12:45pm
Find out more here: https://chescocf.org/events/invest/

Economic Outlook with Chester County Estate Planning Council (CCEPC)
2021-02-18 17:00 - 18:30
BLS IS SPONSORING THE CHESTER COUNTY ESTATE PLANNING COUNCIL EVENT!!!
Topic: Economic Outlook with Chester County Estate Planning Council (CCEPC)
Date: Thursday, February 18, 2021
Time: 5:00pm – 6:30pm
Location: ZOOM
Speaker: Ryotaro Tashiro, Federal Reserve Bank of Philadelphia
FIND OUT MORE HERE: https://www.chescoepc.org/events/event/19835

IMPORTANT DEADLINE: Businesses
2021-02-16
Businesses:
Give annual information statements to recipients of certain payments you made during 2020. You can use the appropriate version of Form 1099 or other information return. Form 1099 can be issued electronically with the consent of the recipient. This due date applies only to the following types of payments.

All payments reported on Form 1099-B.
All payments reported on Form 1099-S.
Substitute payments reported in box 8 or gross proceeds paid to an attorney reported in box 14 of Form 1099-MISC.

For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Individuals
2021-02-16
INDIVIDUALS:
If you claimed exemption from income tax withholding last year on the Form W-4, Employee’s Withholding Allowance Certificate, you gave your employer, you must file a new Form W-4 by this date to continue your exemption for another year.
For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: All Employers and Businesses
2021-02-01
ALL EMPLOYERS:
All employers must have distributed 2020 W-2 forms to their employees and Form 1099s to their proper recipients.
BUSINESSES: Give annual information statements to recipients of certain payments you made during 2020. You can use the appropriate version of Form 1099 or other information return. Form 1099 can be issued electronically with the consent of the recipient. Payments that may be covered include the
following.

Cash payments for fish (or other aquatic life) purchased from anyone engaged in
the trade or business of catching fish.
Compensation for workers who aren’t considered employees (including fishing
boat proceeds to crew members).
Dividends and other corporate distributions.
Interest.
Rent.
Royalties.
Payments of Indian gaming profits to tribal members.
Profit-sharing distributions.
Retirement plan distributions.
Original issue discount.
Prizes and awards.
Medical and health care payments.
Debt cancellation (treated as payment to debtor).
Cash payments over $10,000. See the Form 8300 instructions.

For additional information on these deadlines or our tax services, please click here to contact us.

IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
2021-02-01
BENEFIT PLAN DEADLINE (12/31 year end):
Form 1099-R due to participants who received distribution in 2020.
Form W-2 due to report employee’s active participant status for 2020.
For additional information on these deadlines or our employee benefit plan audit services, please click here to contact us.

Belfint Briefing Webinar: Highlights of the COVID-19 Relief Bill
2021-01-26 08:30 - 10:30 | Zoom
Please join Belfint, Lyons & Shuman, CPAs for our upcoming presentation about the highlights of the COVID-19 Relief Bill.
SEMINAR DETAILS
TOPIC:

Highlights of the COVID-19 Relief Bill

WE WILL:

Revisit CARES Act Provisions
Review Provisions of the COVID Relief Bill

Paycheck Protection Program (PPP) Loans, including the second round
Employee Retention Tax Credit
Other Tax Provisions and Planning for Business Deductions, Credits, and Stimulus Funding

Q&A
WHEN:
Tuesday, January 26, 2021
8:30-10:30am ET – Live Zoom Webinar
WHERE:
BLS Live Webinar
*Zoom details will be sent upon registration
PRESENTERS:

Michael D. Kelly, CPA
Valerie C. Middlebrooks, CPA
Jonathan A. Patterson, CPA, CVA
Jordon N. Rosen, CPA, MST, AEP® (Distinguished)

This seminar is eligible for 2 Hours of CPE!
For additional details, please contact Jenni Fleck Jones at jjones@belfint.com or 302.573.3901.

Strafford 401k Annual Audits Webinar
2021-01-19 13:00 - 15:00
Maria T. Hurd, CPA will be presenting at the Strafford Virtual Event on the 401k Annual Audits.
Topic: Anticipating Serious and Costly Errors, Understanding the Latest SASs
Date: Tuesday, January 19, 2021
Time: 1:00pm – 3:00pm

This webinar will provide employee benefits administrators, auditors, and plan sponsors with best practices to prevent serious and costly errors in preparing for 401k audits. The panel will explain the pitfalls that practitioners often encounter in these audits and outline changes to these audits and the accountants’ report under the latest Statements of Auditing Standards (SASs).
For more information, visit Strafford

IMPORTANT DEADLINE: Individuals
2021-01-15
INDIVIDUALS:
Make a payment of your estimated tax for 2020 if you didn’t pay your income tax for the year through withholding (or didn’t pay in enough tax that way). Use Form 1040-ES. This is the final installment date for 2020 estimated tax payments. However, you don’t have to make this payment if you file your 2020 return (Form 1040 or Form 1040-SR) and pay any tax due by January 31, 2021.

ASPPA Webinar: Understanding Audits
2021-01-14 12:00 - 14:00
Christopher J. Ciminera, CPA will be presenting the ASPPA January Webinar.
Topic: Understanding Audits
Date: January 14, 2021
Time: 12:00pm – 2:00pm
Location: Zoom – Click here to register.

For more information, visit ASPPA.

DSCC 184st Annual Dinner – BLS Sponsoring
2021-01-11 16:00 - 18:30 | DE, United States
BLS IS PROUD TO BE A SMALL BUSINESS LEADER SPONSOR THE DELAWARE STATE CHAMBER OF COMMERCE (DSCC) 184st ANNUAL DINNER!
The DSCC Annual Dinner is Delaware’s premier business event has always been the place to be in January for high level networking with more than 1,000 business leaders and elected officials.
Keynote Speakers:
James E. Glassman – ECONOMIC FORECASTING
Cory Booker – DIVERSITY AND INCLUSION
Kristen Welker – REFLECTIONS ON THE 2020 PRESIDENTIAL CAMPAIGN TRAIL
William Kristol – NEW POLITICAL LANDSCAPE

Agenda:
3:30 pm Pre-event Networking
4:00 pm Welcome Remarks
4:10 pm Economic Forecasting, Jim Glassman
4:30 pm Virtual Networking
4:50 pm Presentation of the Marvel Cup
5:10 pm Diversity & Inclusion, Cory Booker – presented by AT&T
5:35 pm New Political Landscape, Kristen Welker
6:05 pm New Political Landscape, William Kristol
6:30 pm Adjourn
For additional details, visit the DSCC Website: https://web.dscc.com/events/184th-Annual-Dinner-2550/details

IMPORTANT DEADLINE: Deduction
2020-12-31
Last date to make payments that can be deducted from 2020 return for cash basis taxpayer.
Last date to establish a Keogh plan or 401(k) to deduct a contribution on 2020 return.
For additional information on these deadlines or our tax services, please click here to contact us.

2020 Delaware Tax Institute
2020-12-09 08:30 - 11:45 | DE, United States
Attend the 2020 Delaware Tax Institute: Concluding Thoughts on an Unusual Tax Year. Kathy S. Schultz, CPA, AEP will be moderating and Michael Kelly is co-presenting with Chuck Durante (Connolly Gallagher) on a panel discussion on Income Tax CARES Act.
Delaware Tax Institute
Date: Wednesday, December 9, 2020
Time: 8:30am – 11:45am
Presentations:

2020 Income Tax Developments/Care Act
Estate Planning and Gift Tax Update
Secure Act
Election Results: Continuation/Changes
State Tax Issues from Telecommuting

8:30am – 10:00am – Income Tax CARES Act (Michael Kelly, CPA Presenting & Kathy Schultz, CPA, AEP Moderating)
Find additional details on the DTI Brochure!

Sioux Falls Estate Planning Council
2020-10-22 11:30 - 13:00
Jordon N. Rosen, CPA, AEP will be presenting at the Sioux Falls Estate Planning Council on Professional “Multi-Discipline” Interaction
Topic: Professional “Multi-Discipline” Interaction
Date: Thursday, October 22, 2020
Time: 11:30am – 1:00pm
Location: TBD
Please visit the Sioux Falls Estate Planning Council’s website for additional details: https://www.siouxfallsepc.org/events/event/19457
