Death, Taxes, and Retirement Plan Operational Failures
2021-04-19 14:00 - 15:00 (America/New_York)
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 about the challenges involving late deferral deposits, but that is only the tip of the iceberg, and much easier to correct than operational failures related to eligibility, use of the wrong definition of compensation, participant loan repayment errors, unsubstantiated hardship distributions, and so much more.
During this seminar, Maria T. Hurd, CPA, RPA, will alert plan sponsors to the most common operational errors and how to correct them using the IRS and the DOL correction programs: the Employee Plan Compliance Resolution System (EPCRS), the Delinquent Filer Voluntary Compliance Program (DFVCP), and the Voluntary Fiduciary Compliance Program (VFCP).

The Value of Mentors in a World Gone Crazy
2021-04-23 14:45 - 15:45
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 P. Bernhardt – Baker Hughes Company
Elizabeth C. Lee – Womble Bond Dickinson

This presentation will inspire attendees to mentor young professionals in their organizations and networks in order to create a diverse and inclusive cadre of professionals to best serve 21st century clients. This panel will explore the benefits of mentoring, offer a variety of mentoring techniques, and highlight strategies for mentoring in a remote work environment.

For more information, visit RPTE’s Virtual CPE Conference Website.

ASPPA Spring National 2021: What to Expect from 2021 audits of 2020 Plan Financial Statements
2021-04-28 15:00 - 15:50
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 harbor contribution suspensions or reductions. The resulting changes in plan provisions and plan processes have an impact on the plan financial statements and the related audit procedures. In this session, you will learn:

How audit information requests and risk assessments will change to reflect new plan provisions and operations.
What backup auditors need when new plan provisions are enacted operationally prior to a plan amendment.
How to best collaborate with the auditors and the clients to correct operational errors found during the audit.

ASPPA Spring National
April 28 – 29, 2021
Virtual
ASPPA Spring National — new event, new opportunities, new connections — combines the best of Spring Virtual and the Philadelphia Regional Conferences.
Find out more here: ASPPA Spring National 2021

Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan
2021-06-10 13:00 - 15:00
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 – Belfint, Lyons & Shuman, CPAs
Jeanne Schanzenbach, QPA, CPC, ERPA – Limestone Pension Associates

This webinar will explain what plans are required to file Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms.

The Form 5500, 5500-SF, and 5500-EZ satisfy the annual reporting requirements of the IRS, DOL, and the PBGC. These series of forms provide these federal agencies with information about an employer’s benefit plans. The Form 5500 generally must be filed by large employer plans (those that cover 100 participants or more at the beginning of the year). The Form 5500-SF may generally be filed by small employer plans (those that cover less than 100 participants at the beginning of the plan year. The Form 5500-EZ is generally filed for one-participant plans, which means the plan covers the owner (and spouse), one or more partners in a partnership, and does not provide benefits for anyone except an owner, spouse, or one or more partners.

Accurate reporting on these forms is important because the IRS and DOL monitor the forms and certain details may trigger an IRS audit or DOL investigation. Completing these forms completely and accurately, and filing these forms timely is extremely important. The SECURE Act increased the penalty for late filing a Form 5500.

The IRS penalty for late filing of a 5500-series return has increased ten-fold to $250 per day, up to a maximum of $150,000.
The DOL penalty for late filing can run up to $1,100 per day, with no maximum.

Tax advisers working with employers maintaining employer benefit plans must understand the due dates, filing requirements, and how to complete these returns properly.

For more information, visit Strafford’s Webinar Listing.

AICPA Engage 2021 Conference
2021-07-28 18:30 - 19:45
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 estates valued up to $10 million. We will look at why most Americans fail to do any planning and the top reasons why planning is so critical. We will cover the ins and outs of the portability election and how it compares to the use of conventional trusts, along with administrative and fiduciary elections and situations where the estate is an owner of a partnership or S corporation interest.

The Impact of Ethics on Fundraising and Financial Reporting
2021-10-20 08:30 - 10:00
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 a.m. – Networking
9:00 – 10:00 a.m. – Program
via Zoom
For more information, visit www.tickettailor.com/events/afpbrandywinechapter/587833

University of Delaware Small Accounting Firm Panel
2021-11-04 17:00 - 18:00 | University of Delaware – Purnell Hall, 118 Purnell Hall, Newark, DE, United States
Want 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 local mid-size accounting firms. Rachel Mulderrig, CPA will represent BLS in this exciting panel discussion and Emily Schmidt, CPA CFE will also be there to talk with students.
Want to learn more about a career at BLS? Visit our College Students webpage.

Estate Planning Strategies for Leaving Your Legacy
2021-11-14 18:00 - 19:30 | DE
Congregation 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, 2021
6-7:30pm
Via Zoom

AICPA ENGAGE Tax Strategies Best Ideas
2021-11-15 13:00 - 14:00
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, CPA CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with the pending Build Back Better (budget reconciliation) Act! Get ideas you can use immediately to help your clients minimize taxes!
Objectives:

Assemble many of the important planning ideas based on both current and pending legislation.
List a variety of strategies to take away and implement immediately with clients.

Learn more about the AICPA ENGAGE Tax Strategies Best Ideas Panel

The Plan Sponsor University Panel Discussion with Industry Experts
2021-11-17 08:30 - 12:00 | Virtual
Maria 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 Harkleroad – Amundi Pioneer
Maria Hurd, CPA – Belfint Lyons & Shuman
Matt Leeper – American Funds
Colleen Mullin – Financial Guide, LLC
Greg Seaver – Hartford Funds
Rob Wisner – The Paragon Alliance Group

Learn more from the TPSU website!

2021 Delaware Tax Institute
2021-11-18 08:15 - 09:15 | DE, United States
Attend the virtual 2021 Delaware Tax Institute: There’s No Masking Impending Tax Updates. Michael Kelly, CPA is presenting!
Delaware Tax Institute
Date: Thursday, November 18, 2021
Time: 8:15am – 12:30pm
Where: Virtual
Topics include 2021 Income Tax Developments, Estate Planning and Gift Tax Update, and Ethics.
8:15am – 9:15am – Michael Kelly, CPA Presenting
Find additional details on the DTI Brochure!

2021 Fed/State Tax Institute
2021-12-06 09:00 - 11:00 | Virtual
BLS CPAs is proud to have our CPAs assisting with the State of Delaware’s IRS and Division of Revenue Annual Fed/State Tax Institute!
The Internal Revenue Service and the Delaware Division of Revenue are jointly sponsoring the 45th Annual Federal and State Tax Institute. The Institute consist of presentations for tax-return
preparers and practitioners and will be offered virtually December 2021. The goal of the institutes is to update, clarify, and explain federal and state tax law reporting requirements and any new tax law developments.

Date: Monday, December 6, 2021
Speakers: Michael D. Kelly, CPA, Valerie C. Middlebrooks, CPA and Karly A. Laughlin, CPA
BLS Speaker Time: 9:05am – 9:55am and 10:10am – 11:00am

Topics:

COVID-19 Tax Updates
Other Guidance and Updates
Update on Tax Proposals

Additional information is located on the Fed/State Brochure.

Belfint Briefing Webinar: Year End Tax Update... Opportunities to Consider
2021-12-09 08:30 - 10:30 | Zoom
Please join Belfint, Lyons & Shuman, CPAs for our annual tax update. We will take a look at 2021 tax planning strategies and opportunities, along with any potential changes on the horizon.

SEMINAR DETAILS
TOPIC:
Year-End Tax Update… Opportunities to Consider
We will look at:

Covid-19 Tax Updates

American Rescue Plan Act, 2021
Consolidated Appropriations Act, 2021
Other relief programs passed in 2020 that continue to impact 2021 taxes

Employee Retention Credit
Paycheck Protection Programs
Payroll Tax Deferrals
Economic Injury Disaster Loans
HHS Grants

Other Guidance and Updates
Update on Tax Proposals

Q&A
WHEN:
Thursday, December 9, 2021
8:30 – 10:30am ET
WHERE:
BLS Zoom Webinar
*Zoom details will be sent upon registration
Presenters:
Karly Laughlin, CPA
Mike Kelly, CPA
Valerie Middlebrooks, CPA

This seminar is eligible for 2 hours of CPE!
For additional details, please contact Jenni Fleck Jones at jjones@belfint.com

PrimeGlobal National Tax Conference: Federal Tax Update
2022-01-11 10:30 - 15:30 | Virtual
Stephanie Chapman, CPA will be presenting at PrimeGlobal’s 2022 National Tax Conference!
THE PRIMEGLOBAL TAX CONFERENCE IS NOW 100% VIRTUAL.
The PrimeGlobal Tax Conference reliably provides technical updates from leading experts in the profession, while delivering innovative practice management strategies. In addition, this networking opportunity is packed with continuing education to help fulfill CPE requirements.
Stephanie Chapman, CPA will be co-presenting during the following session.

Federal Tax Update (Part 1) – Stephanie Chapman, CPA – Corporate & International Services, BLS & Andrew Leonard, CPA, Director of Tax Services, BPBCPA 10:30 AM – 12:40 PM ET
Federal Tax Update (Part 2) – Stephanie Chapman – Corporate & International Services, BLS & Andrew Leonard, CPA, Director of Tax Services, BPBCPA 1:50 PM – 3:30 PM ET

Find our more about PrimeGlobal’s 2022 National Tax Conference.

Retirement Plan Audits
2022-02-16 12:00 - 13:00 | Virtual
Chris Ciminera, CPA is presenting for myCPE on the topic of Retirement Plan Audits on February 16.
This CPE course will cover the audit from beginning to end focusing on important items that the auditor should consider.
12:00 PM EDT
Recommended Audience

Online CPE Webinar is recommended for CPAs, CMAs, CIAs, QIALs, IAPs, Internal Auditors, External Auditors, Compliance Officers, CFOs, and other professionals interested in upgrading their knowledge regarding Retirement Plan Audits.

Learn more about this virtual presentation – Retirement Plan Audits

Retirement Plan Regulatory Updates
2022-03-18 12:00 - 13:00 | Virtual
Chris Ciminera, CPA is presenting for myCPE on the topic of Retirement Plan Regulatory Updates on March 18.
If you want to know about the most recent auditing standard SAS 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans then the speaker Chris Ciminera, CPA, QKA will guide you with the topics through this CE/CPE tax webinar.
12:00 PM EDT
Recommended Audience

This Online CPE webinar is recommended for AFSP, CRTP, CPA (US), EA, ORTP, MRTP, ChFC®, FSCP® CASL, ChSNC, RICP, WMCP, and other tax professionals who want to understand retirement plan regulatory updates.

Learn more about this virtual presentation – Retirement Plan Regulatory Updates

AICPA & CIMA Employee Benefit Plans Conference
2022-05-11 09:00 - 21:00
Maria T. Hurd, CPA, RPA will be presenting at the AICPA & CIMA Employee Benefit Plans Conference on May 11, 2022 from 8am – 8:50am CDT. (9am – 9:50am EDT)!
AICPA & CIMA Employee Benefit Plans Conference
May 10-12, 2022
Engage with peers and thought leaders, sharpen your technical proficiencies, develop your leadership skills and learn about the latest updates, opportunities and issues affecting employee benefit plans.
Conference Details: AICPA & CIMA
Critical Topics

Guidance directly from leaders at the IRS and the U.S. Department of Labor
Remote work, virtual burnout, the worker shortage and other pandemic-related issues
Pain points in data privacy
Equity compensation (basic and advanced)
In-depth examinations of MEPs/PEPs, Security 2.0 and much more

Maria’s session:
403(b) Plan Basics – https://agenda.aicpastore.com/sessions/ebp2222

Mastering Form 5500 Schedule H: Avoiding Audit Triggers
2022-05-17 13:00 - 15:00
Christopher J. Ciminera, CPA, QKA, will be a panelist at Strafford’s Webinar – Mastering Form 5500 Schedule H: Avoiding Audit Triggers
Topic: Mastering Form 5500 Schedule H: Avoiding Audit Triggers
Date: Tuesday, May 17, 2022
Time: 1:00pm – 2:50pm ET
Panelists:

Christopher J. Ciminera, CPA, QKA – Belfint, Lyons & Shuman, CPAs
Linda T. Fisher – 5500 Consulting

Schedule H of Form 5500 provides important plan financial and compliance detail to the IRS and DOL. Schedule H is generally required to be completed and attached to Form 5500 for plans that cover more than 100 participants. A completed Form 5500 Schedule H will appropriately report the financial position of the plan and communicate answers to a series of compliance questions.
Effective for plans with years ending after December 15, 2021, Statement on Auditing Standards 136 (SAS 136), Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA, makes changes to the independent qualified public accountant’s audit opinion, which changes how a preparer will fill out Part III of the Schedule H. Retirement plan professionals need to be aware of the recent changes made to the Form 5500 to properly complete it.
Listen as our experienced panel provides a thorough and practical guide to mastering Form 5500, with a specific emphasis on Schedule H, Financial Reporting for Employee Benefit Plans, as well as the impact of recent accounting changes to Form 5500 filing requirements.

For more information, visit Strafford’s Webinar Listing.

AICPA Engage 2022 Conference - Estate Planning for Non-Taxable Estates 10M and Less
2022-06-08 17:00 - 18:30
Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA & CIMA ENGAGE22 Conference!
AICPA & CIMA Engage 2022: Estate Planning for Non-Taxable Estates $10 Million or Less

June 8, 2022

2:00 PM — 3:15 PM PDT
5:00 PM — 6:15 PM EDT

Session Information: https://agenda.aicpastore.com/sessions/eng2217

This session will cover the importance of planning for the modest estate owner, making the portability election vs. use of a credit shelter trust, state death tax considerations, filing the decedent’s final return including the use of losses, disclaimers, administrative and fiduciary elections available to the executor including Sections 645 and 663(b), gift tax elections, along with elections available if the decedent was an owner in a partnership or S corporation, and much more!
Learning Objectives:

Participants will learn the mechanics and how to file to elect portability.
Participants will learn the various administrative and fiduciary elections and filing options available for the decedent’s final income tax return.
Participants will learn the benefits of Roth conversions, life insurance planning and lifetime gifting for the modest estate owner.

Belfint Briefing Webinar: Year End Tax Update
2022-12-06 08:30 - 10:45 | Zoom
Please join Belfint, Lyons & Shuman, CPAs for our annual tax update. We will take a look at 2022 tax planning strategies and opportunities, along with any potential changes on the horizon. We will also cover the Inflation Reduction Act of 2022.

SEMINAR DETAILS: This webinar will be broken up into (2) sections – Individual Tax Updates and Business Tax Updates
FIRST SESSION:
INDIVIDUAL Tax Updates
WHEN:
Tuesday, December 6, 2022
8:30 – 9:30am ET
WHERE:
BLS Zoom Webinar
*Zoom details will be sent upon registration

This seminar is eligible for 1 hour of CPE!
SECOND SESSION:
BUSINESS Tax Updates
WHEN:
Tuesday, December 6, 2022
9:45 – 10:45am ET
WHERE:
BLS Zoom Webinar
*Zoom details will be sent upon registration

This seminar is eligible for 1 hour of CPE!
Presenters:
Karly Laughlin, CPA
Mike Kelly, CPA
Valerie Middlebrooks, CPA

For additional details, please contact Jenni Fleck Jones at jjones@belfint.com

Association for Accounting Marketing - Fighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage
2023-02-23 14:00 - 15:00 | Virtual
Jenni Fleck Jones is a co-panelist for AAM’s next Diversity, Equity, & Inclusion Webinar.
Fighting the War for Talent: How DEI & Marketing Can Give Your Firm an Advantage
Recruiting, hiring and retaining talent is one of the biggest challenges accounting firms face in today’s market. And with enrollment in college accounting programs down as much as 30%, this isn’t a problem that is going to solve itself anytime soon. During this panel discussion, we will hear from firms of various sizes and people in an assortment of roles, including recruiting, marketing, DEI, HR and most importantly, a recent hire. Panelists will share their perspectives and explain why firms that are seeking diverse talent and focusing on creating inclusive cultures are better positioned to win the talent battle and how marketing plays an important role in each phase of the hiring process.

Jenni Jones, Marketing Manager & College Recruiter, Belfint, Lyons & Shuman
Jasmine Posey, Talent Acquisition Manager, Mauldin & Jenkins
Valencia Raiford, Associate, Mauldin & Jenkins
Jill Frank, Talent Acquisition Director, BPM
Rob Blasi, Chief People, Diversity & Inclusion Officer, BPM
Bonnie Buol Ruszczyk, president, bbr companies & Accounting MOVE Project (moderator)

West Chester University Accounting Society - LinkedIn and Interview Tips
2023-03-27 17:00 - 18:00 | West Chester University – Business and Public Management, 50 Sharpless Street, Room 212, West Chester, PA, United States
Jenni Fleck Jones will be presenting to West Chester University’s Accounting Society and giving students LinkedIn and Interview Tips.
Learn more about West Chester University’s Accounting Society
Learn more about BLS CPA’s College Student Programs

Rowan University Accounting Society - From a Recruiters Standpoint
2023-03-31 14:00 - 15:00 | Virtual
Jenni Fleck Jones will be presenting to Rowan University’s Accounting Society and giving students perspective ‘From a Recruiters Standpoint.’
Learn more about Rowan University’s Accounting Society
Learn more about BLS CPA’s College Student Programs

The Plan Sponsor University - Making Sure Your Retirement Plan is Compliant with SECURE Act 2.0
2023-04-25 10:05 - 10:50 | Villanova University, West Campus - Garey Hall Room 10A, Villanova, Pennsylvania, 19085
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!

AICPA & CIMA Employee Benefit Plan Conference - 403(b) Plan Basic to Intermediate
2023-05-08 13:30 - 14:30
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 entities. The 403(b) Plan is similar to a 401(k) Plan, although it offers several enhanced benefits, such as catch-up contributions for tenured employees. This session will discuss the basics of 403(b) Plans, their benefits and the differences between 403(b) and 401(k) plans. It will also discuss prototype documents. Describe the differences between ERISA and non-ERISA 403(b).
Learning Objectives:

Identify the types of organizations that can have a 403(b).
Distinguish the requirements for 403(b) and the difference between 401(k)
Analyze prototype documents

Maria’s session:
403(b) Plan Basics – https://agenda.aicpastore.com/sessions/ebp2304

Preparing Forms 5500, 5500-SF, and 5500-EZ
2023-05-25 13:00 - 15:00
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 – Belfint, Lyons & Shuman, CPAs
Jeanne Schanzenbach, QPA, CPC, ERPA – Limestone Pension Associates

Forms 5500, 5500-SF, and 5500-EZ satisfy the annual reporting requirements of the IRS, DOL, and PBGC. These series of forms provide these federal agencies with information about an employer’s benefit plans. Form 5500 generally must be filed by large employer plans (those that cover 100 participants or more at the beginning of the year). Form 5500-SF may generally be filed by small employer plans (those that cover less than 100 participants at the beginning of the plan year. Form 5500-EZ is generally filed for one-participant plans, which means the plan covers the owner (and spouse), one or more partners in a partnership, and does not provide benefits for anyone except an owner, spouse, or one or more partners. Accurate reporting on these forms is important because the IRS and DOL monitor the forms and certain details may trigger an IRS audit or DOL investigation. Completing these forms completely and accurately, and filing these forms timely is extremely important. The SECURE Act increased the penalty for late filing a Form 5500.

The IRS penalty for late filing of a 5500-series return has increased 10-fold to $250 per day, up to a maximum of $150,000.
The DOL penalty for late filing can run up to $1,100 per day, with no maximum.

Tax advisers working with employers maintaining employer benefit plans must understand the due dates, filing requirements, and how to complete these returns properly. Listen as our panel of employee benefit plan experts walks you through the preparation of Forms 5500 and related schedules, including tips for completing the form efficiently and avoiding potential audit triggers.

For more information, visit Strafford’s Webinar Listing.

AICPA Engage 2023 Conference - Planning for Estates Under $10 Million
2023-06-05 18:00 - 19:30
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

AICPA Engage 2023 Conference - International Tax Update
2023-06-07 17:00 - 18:30
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

2023 Externship Program
2023-08-02 09:00 - 13:00 | Zoom
Are you looking to gain first-hand knowledge of what a career could look like in a mid-sized, regional public accounting firm but are too early in your college career for an internship or in high school? Our half-day virtual Externship/Shadowing Experience, which occurs in August, is for you! During this program, you will have the chance to interact with our current Summer Interns, Staff Accountants, all the way up through Shareholders, to better understand how public accounting firms help their clients succeed. Best of all, our Externs get to add this experience on their resume AND are automatically invited to interview for the Summer Internship Program, when eligible.
Our 2023 Summer Externship is scheduled to take place on August 2, 2023 from 9am-1pm ET.
What to Expect

Duration – Half day, virtual experience (due to the number of attendees, our Externship is virtual)
Welcome from BLS Shareholder
Virtual Office Tour
Panel Discussion with Auditing/Tax & Small Business/Corporate & International Services Members
Panel Discussion with Current Interns
Overview our College Recruiter about Our Recruiting Process and What We Look for in BLS Team Members
Who is Eligible?

High School Students
College Students
Experienced Professionals Considering a Career Change

APPLY NOW!

Closing the Retirement Gap Coverage
2023-09-25 12:50 - 13:50 | 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 ET
Moderators

Joe Boyle, MSPA – BPAS
Victor M. Kwitkiwski, C(k), CRPS, CPFA – BPAS

Panelists

Michael Pallozzi – HFM Investment Advisors, LLC
Maryann Geary – BPAS
Andrew Remo – American Retirement Association
Chris Ciminera – Belfint Lyons & Shuman
Christopher DeAndrea – Webber Advisors

Find out more details at the BPAS 2023 Conference Site
