New York Metro Hybrid Event - June 25

June 25, 2024 9:00 AM-10:15 AM
New York, NY

Chapter Event

Employee Benefit Plans Form 5500 and Beyond Update
June 25, 2024
9:00 am EST

Please join us live or virtual as our speakers, Louis F. LiBrandi, CEBS, Anthony Bianchi, CEBS, Joel Sowell, CPA and Keely Portillo, Tax Supervisor of PKF O’Connor Davies, LLP, discuss recent information affecting employee benefit plans, the 2023 Form 5500 including the recent changes.

The topics you’ll learn about at this session:

  • Regulatory update from the IRS and DOL 
  •  2023 Changes to Form 5500, and required schedules, attachments, and related forms and processing.
  • Employee Benefit Plan Audit Update

PKF O'Connor Davies Advisory Speakers:

  • Louis F. LiBrandi, CEBS - Partner
  • Anthony Bianchi, CEBS - Supervisor
  • Joel Sowell, CPA - Manager
  • Keely Portillo - Tax Associate

Speakers

Pricing

No Charge

Member

$25 (plus processing fee)

Non-member

Register Now

Event Contact

http://www.cebsnyc.org/ [email protected]