Maria T. Hurd, CPA, RPA, CPSP will be presenting at ASPPA Spring National. April 28, 2021 3 – 3:50 PM: Workshop 5: What to Expect from 2021 audits of 2020 Plan Financial Statements The SECURE Act, the CARES Act, and several IRS and EBSA Notices granted relief and offered guidance for late deferral deposits, mid-year safe … Continued
Christopher J. Ciminera, CPA, QKA, will be a panelist at Strafford's Webinar - Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan Topic: Preparing Forms 5500, 5500-SF, and 5500-EZ: Annual Return/Report of Employee Benefit Plan Date: Thursday, June 10, 2021 Time: 1:00pm - 2:50pm ET Panelists: Christopher J. Ciminera, CPA, QKA - … Continued
Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA Advanced Estate Planning Conference - AICPA Engage! AICPA Engage 2021: Planning for Those Under $10 Million July 28, 2021 6:30 PM — 7:45 PM ET This session will cover wealth transfer and post mortem planning for clients with … Continued
Association of Fundraising Professionals DE, Brandywine Chapter presents: The Impact of Ethics on Fundraising and Financial Reporting presented by Jonathan D. Moll, CPA. Wednesday, October 10, 2021 8:30 - 9:00 a.m. - Networking 9:00 - 10:00 a.m. - Program via Zoom For more information, visit www.tickettailor.com/events/afpbrandywinechapter/587833
Want to know more about local accounting firms outside the 'Big 4?' University of Delaware Students are invited to attend the Small Accounting Firms panel to hear from employees of local mid-size accounting firms. Rachel Mulderrig, CPA will represent BLS in this exciting panel discussion and Emily Schmidt, CPA CFE will also be there to … Continued
Congregation Beth Shalom, Jewish Federation of Delaware, and Create a Jewish Legacy Delaware Presents: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen, CPA, AEP. November 14, 2021 6-7:30pm Via Zoom
Jordon Rosen is a panelist at the AICPA Engage Virtual Conference! Topic: Tax Strategies Best Ideas Panelists: Julie A. Welch, CPA, PFS, CFP Jordon N. Rosen, CPA, MST, AEP® (Distinguished) Arthur Auerbach, CPA CGMA Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA This panel of tax experts will focus on the best and most current tax planning … Continued
Maria Hurd, CPA will be a panelist at The Plan Sponsor University Virtual Program! Panel Discussion with Industry Professionals Moderator: Timothy J. Dougherty, C(k)P – Financial Guide, LLC Panelists: Timothy Harkleroad – Amundi Pioneer Maria Hurd, CPA – Belfint Lyons & Shuman Matt Leeper – American Funds Colleen Mullin – Financial Guide, LLC Greg Seaver … Continued
Attend the virtual 2021 Delaware Tax Institute: There's No Masking Impending Tax Updates. Michael Kelly, CPA is presenting! Delaware Tax Institute Date: Thursday, November 18, 2021 Time: 8:15am - 12:30pm Where: Virtual Topics include 2021 Income Tax Developments, Estate Planning and Gift Tax Update, and Ethics. 8:15am – 9:15am – Michael Kelly, CPA Presenting Find … Continued
BLS CPAs is proud to have our CPAs assisting with the State of Delaware's IRS and Division of Revenue Annual Fed/State Tax Institute! The Internal Revenue Service and the Delaware Division of Revenue are jointly sponsoring the 45th Annual Federal and State Tax Institute. The Institute consist of presentations for tax-return preparers and practitioners and will … Continued