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

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

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 10:05 AM — 11:20 AM PDT 1:05 PM — 2:20 PM EDT This session will cover the importance for those with estates under $15 million … Continued