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 T. Hurd, CPA, RPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on May 8, 2023 from 11:30am - 12:20pm MDT. (1:30pm - 2:20pm EDT)! AICPA & CIMA Employee Benefit Plans Conference May 8-10, 2023 A 403(b) Plan is a tax-advantaged retirement plan designed for non-profit organizations and certain government … Continued

Christopher J. Ciminera, CPA will be co-presenting at the AICPA & CIMA Employee Benefit Plans Conference on December 4, 2025 from 1:00pm - 2:15pm! AICPA & CIMA Employee Benefit Plans Conference December 4, 2025 Chris's session: You Have an ERROR Now What? - Understanding the Impact of 401K Corrections