Christopher J. Ciminera, CPA, QKA, will be a panelist at the 2023 BPAS Partner Conference! Topic: Closing the Retirement Gap Coverage Date: Monday, September 25, 2023 Time: 12:50pm - 2:50pm ET Moderators Joe Boyle, MSPA - BPAS Victor M. Kwitkiwski, C(k), CRPS, CPFA - BPAS Panelists Michael Pallozzi - HFM Investment Advisors, LLC Maryann Geary … Continued
Christina Bell, CPA will be sharing the good news about how rewarding a career as a CPA can be to the students at Smyrna Middle School. Students will hear about the many possibilities that are out there for future careers, what the day-to-day life is like in those careers, and the paths they can take … Continued
Please join Belfint, Lyons & Shuman, CPAs for an informative webinar on the Corporate Transparency Act, SECURE 2.0 as it relates to tax planning, and other critical developments that affect businesses, individuals, estates, and trusts. In an era marked by constant regulatory evolution and an increased focus on transparency and security, it is imperative to … Continued
Christopher J. Ciminera, CPA, QKA is co-presenting Strafford's Webinar - 401k Annual Audits: Anticipating Serious and Costly Errors, Understanding the Latest SASs, and Impact of Recent Legislation Topic: 401k Annual Audits: Anticipating Serious and Costly Errors, Understanding the Latest SASs, and Impact of Recent Legislation Date: January 24, 2024 Co-Presenters: Christopher J. Ciminera, CPA, QKA … Continued
The Delaware State Chamber of Commerce’s, The Partnership, Inc. is hosting an upcoming education and workforce development summit, formerly known as the Delaware Pathways Conference. Join us at the Navigating Delaware Pathways: An Education and Workforce Development Summit – where education converges with opportunity, and collaborative pathways lead to success. Jenni Fleck Jones will participate … Continued
Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National. May 15, 2024 2:50 – 3:40 PM: Workshop 5: We Have an Emergency! Case Studies on Emergency Distributions Congress understands that emergency savings are not sufficient for many individuals. As such, Congress, through the SECURE 2.0 Act, has enacted additional options to make it … Continued
Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National. May 16, 2024 12:30 – 1:20 PM: Workshop 7: Eligibility: Back to the Basics If you are new to the industry, or just want a nice refresher, this session will dive into plan eligibility! We will cover eligibility options for plan design and review … Continued
Christopher Ciminera, CPA, QKA will be moderating at ASPPA Spring National. May 16, 2024 1:30 – 2:20 PM: Workshop 10: Updates on Forms 5500, 5558, and 8868 The 2023 Forms 5500 and 5500-SF – Annual Return/Report of Employee Benefit Plan have a number of changes from previous filings. This session will discuss the recent changes, … Continued
Karly Laughlin, CPA, AEP will be co-presenting at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: Reading Trust and Will Documents June 5, 2024 11:05 AM — 12:20 PM PDT 2:05 PM — 3:20 PM EDT ENG2429. Reading Trust and Will Documents (TAX, EST) In this fast-paced, interactive session, we’ll examine key … Continued
Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: Estate Planning for the 99% June 5, 2024 2:30 PM — 3:45 PM PDT 5:30 PM — 6:45 PM EDT ENG2436. Estate Planning for the 99% (TAX, EST) This session will focus on … Continued