Maria Hurd, CPA will be the Keynote Speaker at The Plan Sponsor University All Day Conference.  The Plan Sponsor University will be held on April 25 from 8:00am-2:00pm at Villanova University. Maria's Keynote Details Topic: Making Sure Your Retirement Plan is Compliant with SECURE Act 2.0 Keynote Timeframe: 10:05-10:50 Learn more from the TPSU website!

Maria T. Hurd, CPA, RPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on May 8, 2023 from 11:30am - 12:20pm MDT. (1:30pm - 2:20pm EDT)! AICPA & CIMA Employee Benefit Plans Conference May 8-10, 2023 A 403(b) Plan is a tax-advantaged retirement plan designed for non-profit organizations and certain government … 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: Tuesday, May 25, 2023 Time: 1:00pm - 2:50pm ET Panelists: Christopher J. Ciminera, CPA, QKA - … Continued

Karly Laughlin, CPA and Jordon Rosen, CPA, AEP will be presenting at the AICPA & CIMA ENGAGE23 Conference! AICPA & CIMA Engage 2023: Planning for Estates Under $10 Million June 5, 2023 3:00 PM — 4:15 PM PDT 6:00 PM — 7:15 PM EDT Session Information: https://agenda.aicpastore.com/sessions/eng2306

Stephanie Chapman, CPA will be presenting at the AICPA & CIMA ENGAGE23 Conference! AICPA & CIMA Engage 2023: International Tax Update June 7, 2023 2:00 PM — 3:15 PM PDT 5:00 PM — 6:15 PM EDT Session Information: https://agenda.aicpastore.com/sessions/tax2322

Christopher J. Ciminera, CPA, QKA, will be a panelist at the 2023 BPAS Partner Conference! Topic: Closing the Retirement Gap Coverage Date: Monday, September 25, 2023 Time: 12:50pm - 2:50pm ET Moderators Joe Boyle, MSPA - BPAS Victor M. Kwitkiwski, C(k), CRPS, CPFA - BPAS Panelists Michael Pallozzi - HFM Investment Advisors, LLC Maryann Geary … Continued

Christopher J. Ciminera, CPA, QKA is co-presenting Strafford's Webinar - 401k Annual Audits: Anticipating Serious and Costly Errors, Understanding the Latest SASs, and Impact of Recent Legislation Topic: 401k Annual … Continued