New York Metro Hybrid Event - June 25
Tuesday, June 25 - Tuesday, June 25, 2024
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)
Nonmember