Death, Taxes, and Retirement Plan Operational Failures
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 … Continued
10 events found.
BLS Speaking Engagement
The Value of Mentors in a World Gone Crazy
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: … Continued
ASPPA Spring National 2021: What to Expect from 2021 audits of 2020 Plan Financial Statements
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 … Continued
Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
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, … Continued
AICPA Engage 2021 Conference
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 … Continued
The Impact of Ethics on Fundraising and Financial Reporting
Association of Fundraising Professionals DE, Brandywine Chapter presents: The Impact of Ethics on Fundraising and Financial Reporting presented by Jonathan D. Moll, CPA. Wednesday, October 10, 2021 8:30 - 9:00 … Continued
University of Delaware Small Accounting Firm Panel
University of Delaware - Purnell Hall 118 Purnell Hall, Newark, DE, United StatesWant to know more about local accounting firms outside the 'Big 4?' University of Delaware Students are invited to attend the Small Accounting Firms panel to hear from employees of … Continued
Estate Planning Strategies for Leaving Your Legacy
DECongregation Beth Shalom, Jewish Federation of Delaware, and Create a Jewish Legacy Delaware Presents: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen, CPA, AEP. November 14, … Continued
AICPA ENGAGE Tax Strategies Best Ideas
Jordon Rosen is a panelist at the AICPA Engage Virtual Conference! Topic: Tax Strategies Best Ideas Panelists: Julie A. Welch, CPA, PFS, CFP Jordon N. Rosen, CPA, MST, AEP® (Distinguished) Arthur Auerbach, … Continued
The Plan Sponsor University Panel Discussion with Industry Experts
VirtualMaria Hurd, CPA will be a panelist at The Plan Sponsor University Virtual Program! Panel Discussion with Industry Professionals Moderator: Timothy J. Dougherty, C(k)P – Financial Guide, LLC Panelists: Timothy … Continued