• ASPPA Spring National 2024: We Have an Emergency!

    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

    ASPPA Spring National 2024: Eligibility: Back to the Basics

    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

    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

  • 2024 Externship Program

    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 … Continued

  • PrimeGlobal Collaborate Latin America: International Tax Breakout

    Grand Fiesta Americana Chapulteqec 756 Calzada General Mariano Escobedo, Mexico City, Mexico

    Marcelo Morinigo, CPA will be presenting at PrimeGlobal's 2024 Collaborate Latin America Conference! The Collaborate LA event unites leaders and professionals from PrimeGlobal member firms, offering a dynamic platform for … Continued