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 … Continued

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 … Continued

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

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

Christopher J. Ciminera, CPA, QKA, will be a panelist at Strafford's Webinar - Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan Topic: Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan Date: Thursday, June 10, 2021 Time: 1:00pm - 2:50pm ET Panelists: Christopher J. Ciminera, CPA, QKA - … Continued

Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA Advanced Estate Planning Conference - AICPA Engage! AICPA Engage 2021: Planning for Those Under $10 Million July 28, 2021 6:30 PM — 7:45 PM ET This session will cover wealth transfer and post mortem planning for clients with … Continued