Knowledge is Power: Plan to Prevent the Most Common Audit Findings
2026-05-19 13:00 - 14:00 (America/New_York) | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present Knowledge is Power: Plan to Prevent the Most Common Audit Findings
Webinar Details
Title: Knowledge is Power: Plan to Prevent the Most Common Audit Findings
Date: May 19, 2026
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AICPA Engage 2026 Conference: Estate Planning for the 99%
2026-06-10 13:00 - 14:30 | ARIA Resort & Casino
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE26 Conference!
AICPA & CIMA Engage 2026: Estate Planning for the 99%

June 10, 2026

10:05 AM — 11:20 AM PDT
1:05 PM — 2:20 PM EDT

This session will cover the importance for those with estates under $15 million to have an estate plan. It will also cover key post-mortem tax elections available to small estate owners, including the portability election, along with pertinent federal and state elections and planning when preparing the decedent’s final income tax return and the first return for the estate or trust. Finally, this session will cover the options when the decedent was a partner or shareholder of an S corporation at the time of death.
Learning Objectives:

Identify why an estate plan is important, including for estates under $15 million.
Analyze post-mortem elections, including the mechanics of the portability election available for smaller estates.
Analyze the various federal and state elections and planning opportunities when preparing the decedent’s final income tax return and the first tax return for the estate or trust.
Compare the options and elections to be considered when a decedent was a partner or shareholder in an S corporation.

ASPPA Webcast: Form 5500 Preparation
2026-06-22 14:00 - 15:00 | Virtual
Maria T. Hurd, CPA, RPA will be presenting an ASPPA Webcast: Form 5500 Preparation
June 22, 2026
2:00 PM – 2:50 PM EST
Maria T. Hurd provides an overview of 2026 Form 5500 updates, common filing mistakes, and best practices for accurately preparing defined contribution plan filings and avoiding compliance issues.

Beyond the Basics: 2026 Form 5500 Insights
2026-07-28 13:00 - 14:00 | Virutal
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present Beyond the Basics: 2026 Form 5500 Insights
Date: Tuesday, July 28, 2026
Time: 1:00pm ET
Topic: Beyond the Basics: 2026 Form 5500 Insights
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