• Contact Us
  • Tax Services
  • Tax Team
  • Why Blog?
  • Submit RFP

Benefit Plans

Planning to Retire? Here Are Some Dates To Remember

You may or may not know your retirement date, or whether you intend to retire early or continue working as long as you can.

Tax Consequences of Divorce: Part 2 – Retirement Benefits, Investments, and Business Use Property

As mentioned above property transfers between spouses as part of divorce decree or separation agreement are tax-free however, disposing of the property could have unintended tax .

401k Plan Considerations - Delaware CPA

Considerations for Companies Thinking about Offering a 401(k) Plan

This blog will explain the tax savings and other basic features associated with implementing a 401(k) for a company.

Tax Planning Delaware

What Goes in the Denominator? Complying with the Allocation Rules for Distributions from Qualified Plans With After-Tax Accounts

Compliance starts with understanding. Understanding the rules set forth in Notice 2014-54 assisted us with the application of the rules in a situation in which a participant was entitled to take a distribution from his after-tax account only, in a qualified plan that provides and separately accounts for […]

Qualified Plan Distributions - Delaware CPA Firm

Qualified Plan Distributions: IRS Issues Guidance on Allocation of After-Tax and Pretax Amounts

Lack of clarity causes frustration. The topic of how to properly allocate the pretax and after-tax amounts attributable to distributions from qualified plan accounts that include Roth 401(a) accounts or after-tax accounts has been a source of much debate in the retirement plan community.

Contact Us


[recaptcha size:compact]

Links

Subscribe by Email
Belfint Web Site
Employee Benefit
Plan Audit
The Nonprofit Ledger

Categories

  • Appraisal
  • Asset Management
  • Audit
  • Benefit Plans
  • Business Valuation
  • Buy-Sell Agreement
  • Contributions
  • Crowdfunding
  • Estate & Trust
  • Foreign Regulations
  • Health Care
  • Human Resources
  • Identity Theft
  • Individual Tax Income
  • Insurance
  • International Tax
  • IRA Rollover
  • IRA/ROTH IRA
  • New Regulations
  • News Update
  • Partnership Agreement
  • QuickBooks
  • Retirement Planning
  • Shareholder Agreement
  • State & Local Tax
  • Succession Planning
  • Tax Compliance
  • Tax Exempt
  • Tax Planning
  • Uncategorized

© 2019 Belfint Lyons & Shuman | All Rights Reserved | Legal

Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services.