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DTSTART;TZID=America/New_York:20251204T130000
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UID:10000486-1764853200-1764857700@www.belfint.com
SUMMARY:AICPA & CIMA Employee Benefit Plan Conference - You Have an ERROR Now What?
DESCRIPTION: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! \nAICPA & CIMA Employee Benefit Plans Conference \nDecember 4\, 2025 \nChris’s session: You Have an ERROR Now What? – Understanding the Impact of 401K Corrections
URL:https://www.belfint.com/event/aicpa-cima-employee-benefit-plan-conference-2025/
LOCATION:Virutal
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2022/05/Screen-Shot-2022-05-04-at-1.50.26-PM.png
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DTSTART;TZID=America/New_York:20230508T133000
DTEND;TZID=America/New_York:20230508T143000
DTSTAMP:20260510T111712
CREATED:20230127T184943Z
LAST-MODIFIED:20230505T181724Z
UID:10000258-1683552600-1683556200@www.belfint.com
SUMMARY:AICPA & CIMA Employee Benefit Plan Conference - 403(b) Plan Basic to Intermediate
DESCRIPTION: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)! \nAICPA & CIMA Employee Benefit Plans Conference \nMay 8-10\, 2023 \nA 403(b) Plan is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) Plan is similar to a 401(k) Plan\, although it offers several enhanced benefits\, such as catch-up contributions for tenured employees. This session will discuss the basics of 403(b) Plans\, their benefits and the differences between 403(b) and 401(k) plans. It will also discuss prototype documents. Describe the differences between ERISA and non-ERISA 403(b). \nLearning Objectives: \n\nIdentify the types of organizations that can have a 403(b).\nDistinguish the requirements for 403(b) and the difference between 401(k)\nAnalyze prototype documents\n\nMaria’s session: \n403(b) Plan Basics – https://agenda.aicpastore.com/sessions/ebp2304
URL:https://www.belfint.com/event/aicpa-cima-employee-benefit-plan-conference-2023/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2022/05/Screen-Shot-2022-05-04-at-1.50.26-PM.png
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DTSTART;TZID=America/New_York:20211115T130000
DTEND;TZID=America/New_York:20211115T140000
DTSTAMP:20260510T111712
CREATED:20211115T164807Z
LAST-MODIFIED:20230505T181618Z
UID:10000162-1636981200-1636984800@www.belfint.com
SUMMARY:AICPA ENGAGE Tax Strategies Best Ideas
DESCRIPTION:Jordon Rosen is a panelist at the AICPA Engage Virtual Conference! \nTopic: Tax Strategies Best Ideas \nPanelists: \nJulie A. Welch\, CPA\, PFS\, CFP \nJordon N. Rosen\, CPA\, MST\, AEP® (Distinguished) \nArthur Auerbach\, CPA CGMA \nRobert S. Keebler\, CPA/PFS\, MST\, AEP (Distinguished)\, CGMA \nThis panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals\, including ideas dealing with the pending Build Back Better (budget reconciliation) Act! Get ideas you can use immediately to help your clients minimize taxes! \nObjectives: \n\nAssemble many of the important planning ideas based on both current and pending legislation.\nList a variety of strategies to take away and implement immediately with clients.\n\nLearn more about the AICPA ENGAGE Tax Strategies Best Ideas Panel \n 
URL:https://www.belfint.com/event/aicpa-tax-strategies-best-ideas/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2021/01/engage.png
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