Maria T. Hurd, CPA, RPA will be co-presenting at ASPPA's Annual TPA Growth Summit. October 28, 2025 8:15 AM – 9:05 PM EST 11:15 AM – 12:05 PM PDT An Ounce of Prevention is Better than a Pound of Cure: Do We Really Have to Correct These Audit Findings? This session focuses on navigating the … Continued
Maria Hurd, CPA will be presenting at The Plan Sponsor University All Day Conference. How to Prevent and Detect Operational Mistakes in Your Retirement Plan The Plan Sponsor University will be held on November 6 from 8:00am-2:00pm at Villanova University. Learn more from the TPSU website!
BLS CPAs will be attending West Chester University - Beta Alpha Psi's Small Firms Night where students can hear from accountants from various local small to mid sized firms! Bella LaPlante, Staff II Accountant will be a panelist and Jenni Fleck Jones, College Recruiter will be available to answer questions. WCU Students - be sure … Continued
Jon Moll, CPA will be presenting a virtual workshop for Delaware Alliance for Nonprofit Advancement (DANA): Financial Management for Nonprofits. In 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 … Continued
Christopher J. Ciminera, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4, 2025 from 1:00pm - 2:15pm! AICPA & CIMA Employee Benefit Plans Conference December 4, 2025 Chris's session: You Have an ERROR Now What? - Understanding the Impact of 401K Corrections
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements! The Secure 2.0 catch-up contribution regulations become effective January 1, 2026. While many sponsors have spent 2025 preparing, the upcoming deadline warrants a final, focused review to ensure all processes are fully aligned. … Continued
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps. REGISTER HERE Webinar Details Topic: LTPT Eligibility Under SECURE Act Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps Date: Monday, January 26, 2026 Time: 1:00pm ET The session will cover: … Continued
Michael D. Kelly, CPA is presenting SIMPLE TRUSTS: A High-Level Overview at the University of Delaware. Want to learn more about a career at BLS? Visit our College Students webpage. To learn more about University of Delaware Lerner School of Business, visit their website.
Lily DeLaura is presenting Barbri's Webinar - Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan. Topic: 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. Date: April … Continued
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present Knowledge is Power: Plan to Prevent the Most Common Audit Findings Webinar Details Title: Knowledge is Power: Plan to Prevent the Most Common Audit Findings Date: May 19, 2026 LEARN MORE HERE