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