Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present on the very timely topic of Catch-Up Requirements! The Secure 2.0 catch-up contribution regulations become effective … Continued
Summit Group Retirement Planners, Inc. has invited Maria T. Hurd, CPA, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps. REGISTER HERE Webinar Details Topic: LTPT Eligibility Under SECURE Act Title: LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps Date: Monday, January 26, 2026 Time: 1:00pm ET The session will cover: … Continued
Michael D. Kelly, CPA is presenting SIMPLE TRUSTS: A High-Level Overview at the University of Delaware. Want to learn more about a career at BLS? Visit our College Students webpage. To learn more about University of Delaware Lerner School of Business, visit their website.
Lily DeLaura is presenting Barbri's Webinar - Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan. Topic: This course will explain what plans are required to file … Continued
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 … Continued
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 … Continued
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 … Continued