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    • LTPT Eligibility Under SECURE Act Updates: Requirements, Timelines, and Next Steps

    Virutal

    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

    • University of Delaware: SIMPLE TRUSTS A High-Level Overview

    University of Delaware - Purnell Hall 118 Purnell Hall, Newark, DE, United States

    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.    

    • Barbri: Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan

    Virtual

    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 Forms 5500, 5500-SF, and 5500-EZ, how to prepare these required information returns and related schedules, and the most recent changes to these forms. Date: April … Continued

    • Knowledge is Power: Plan to Prevent the Most Common Audit Findings

    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 LEARN MORE HERE