• Closing the Retirement Gap Coverage

    JW Marriott Tampa Water Street

    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 … Continued

  • Smyrna Middle School Career Exploration Fair

    Smyrna Middle School 700 Duck Creek Parkway, Smyrna, Delaware

    Christina Bell, CPA will be sharing the good news about how rewarding a career as a CPA can be to the students at Smyrna Middle School. Students will hear about the many possibilities that are out there for future careers, what the day-to-day life is like in those careers, and the paths they can take … Continued

  • Belfint Briefing Webinar: Corporate Transparency Act, SECURE 2.0 and more…

    Zoom

    Please join Belfint, Lyons & Shuman, CPAs for an informative webinar on the Corporate Transparency Act, SECURE 2.0 as it relates to tax planning, and other critical developments that affect businesses, individuals, estates, and trusts. In an era marked by constant regulatory evolution and an increased focus on transparency and security, it is imperative to … Continued

  • ASPPA Spring National 2024: Eligibility: Back to the Basics

    Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 16, 2024 12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics If you are new to the industry, or just want a nice refresher, this session will dive into plan eligibility! We will cover eligibility options for plan design and review … Continued

    ASPPA Spring National 2024: Updates on Forms 5500, 5558, and 8868

    Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 16, 2024 1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500, 5558, and 8868 The 2023 Forms 5500 and 5500-SF – Annual Return/Report of Employee Benefit Plan have a number of changes from previous filings.  This session will discuss the recent changes, … Continued

  • AICPA Engage 2024 Conference: Reading Trust and Will Documents

    ARIA Resort & Casino

    Karly Laughlin, CPA, AEP will be co-presenting at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: Reading Trust and Will Documents June 5, 2024 11:05 AM — 12:20 PM PDT 2:05 PM — 3:20 PM EDT ENG2429. Reading Trust and Will Documents (TAX, EST) In this fast-paced, interactive session, we’ll examine key … Continued

    AICPA Engage 2024 Conference: Estate Planning for the 99%

    ARIA Resort & Casino

    Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: Estate Planning for the 99% June 5, 2024 2:30 PM — 3:45 PM PDT 5:30 PM — 6:45 PM EDT ENG2436. Estate Planning for the 99% (TAX, EST) This session will focus on … Continued