• Sioux Falls Estate Planning Council

    Jordon N. Rosen, CPA, AEP will be presenting at the Sioux Falls Estate Planning Council on Professional “Multi-Discipline” Interaction Topic: Professional “Multi-Discipline” Interaction Date: Thursday, October 22, 2020 Time: 11:30am - 1:00pm Location: TBD Please visit the Sioux Falls Estate Planning Council's website for additional details: https://www.siouxfallsepc.org/events/event/19457

  • 2020 Delaware Tax Institute

    DE, United States

    Attend the 2020 Delaware Tax Institute: Concluding Thoughts on an Unusual Tax Year. Kathy S. Schultz, CPA, AEP will be moderating and Michael Kelly is co-presenting with Chuck Durante (Connolly Gallagher) on a panel discussion on Income Tax CARES Act. Delaware Tax Institute Date: Wednesday, December 9, 2020 Time: 8:30am - 11:45am Presentations: 2020 Income … Continued

  • ASPPA Webinar: Understanding Audits

    Christopher J. Ciminera, CPA will be presenting the ASPPA January Webinar. Topic: Understanding Audits Date: January 14, 2021 Time: 12:00pm - 2:00pm Location: Zoom - Click here to register.   For more information, visit ASPPA.

    Strafford 401k Annual Audits Webinar

    Maria T. Hurd, CPA will be presenting at the Strafford Virtual Event on the 401k Annual Audits. Topic: Anticipating Serious and Costly Errors, Understanding the Latest SASs Date: Tuesday, January 19, 2021 Time: 1:00pm - 3:00pm   This webinar will provide employee benefits administrators, auditors, and plan sponsors with best practices to prevent serious and … Continued

    Belfint Briefing Webinar: Highlights of the COVID-19 Relief Bill

    Zoom

    Please join Belfint, Lyons & Shuman, CPAs for our upcoming presentation about the highlights of the COVID-19 Relief Bill. SEMINAR DETAILS TOPIC: Highlights of the COVID-19 Relief Bill WE WILL: Revisit CARES Act Provisions Review Provisions of the COVID Relief Bill Paycheck Protection Program (PPP) Loans, including the second round Employee Retention Tax Credit Other Tax Provisions … Continued

    Free
  • NAIFA DE Spring Symposium: Tax Planning

    Michael D. Kelly, CPA, will be presenting at NAIFA DE's Spring Symposium on the topic of Tax Planning Topic: Tax Planning with Michael D. Kelly, CPA Date: Tuesday, March 23, 2021 Time: 9:35am - 10:25am ET   The show must go on – albeit virtual – NAIFA Delaware is continuing to offer the opportunity to … Continued

    Webinar: Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits

    Christopher J. Ciminera, CPA, QKA, will be presenting at Strafford's Webinar - Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits Topic: Employee Benefit Plan Voluntary Correction Programs: Fixing Costly Errors and Preserving Tax Benefits Date: Tuesday, March 23, 2021 Time: 1:00pm - 2:50pm ET   This webinar will provide employee … Continued

  • Death, Taxes, and Retirement Plan Operational Failures

    Maria T. Hurd, CPA, RPA, CPSP will be presenting for Fidelity Investments during their Webinar Series. April 19, 2021 2 – 2:45 PM EST: Death, Taxes, and Retirement Plan Operational Failures  Retirement plan administration is complicated -- mistakes will happen, but thanks to the IRS and DOL, there is always a correction program! Everyone knows … Continued