• 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

  • 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