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

The Delaware State Chamber of Commerce’s, The Partnership, Inc. is hosting an upcoming education and workforce development summit, formerly known as the Delaware Pathways Conference. Join us at the Navigating Delaware Pathways: An Education and Workforce Development Summit – where education converges with opportunity, and collaborative pathways lead to success. Jenni Fleck Jones will participate … Continued

Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National.  May 15, 2024 2:50 – 3:40 PM: Workshop 5: We Have an Emergency! Case Studies on Emergency Distributions Congress understands that emergency savings are not sufficient for many individuals.  As such, Congress, through the SECURE 2.0 Act, has enacted additional options to make it … Continued

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

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

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

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

Stephanie Chapman, CPA will be presenting at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: It's All Foreign to Me - International Tax Reporting and Disclosures June 6, 2024 9:30 AM — 10:45 AM PDT 12:30 PM — 1:45 PM EDT TAX2417. It's All Foreign to Me - International Tax Reporting and … Continued