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MICHAEL KELLY CPA IS CO-PRESENTING AT THE SOUTHERN DELAWARE ESTATE PLANNING COUNCIL'S OCTOBER 2026 MEETING Topic: Updates in Estate Planning Date: Tuesday, October 27, 2026 Time: 1:00pm - 4:30pm Location: Lewes Public Library | Lewes, Delaware Updates in Estate Planning Seminar, CLE at Lewes Public Library, Lewes, followed by a Member Mixer at Delaware Community Foundation, … Continued |
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Karly Laughlin, CPA, AEP is co-presenting at the 2026 Delaware Trust Conference! 2026 Delaware Trust Conference October 28, 2026 9:45 – 10:45 a.m. – Plenary Session 2 (60 minutes) – Group Live At the Crossroads A discussion at the intersection of wealth management, estate planning, and tax advisory. Topics will include important issues such as … Continued |
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Christopher Ciminera, CPA, QKA is co-presenting Barbri's Webinar - Late Contributions and Operational Errors in 401(k) Plans: Correction Programs and Audit Considerations Description Late remittance of employee deferrals and loan repayments remains one of the most frequently reported audit findings. Small plans with less than 100 participants must make retirement deposits within seven business days … Continued |
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