August 1, 2024
SECURE ACT 2.0 Update: What was changed and what was added?
Steven J. Musmanno will be speaking at the NCCPAP Accounting and Tax Symposium (ATS) co-sponsored by the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners (NCCPAP) and the Internal Revenue Service. The 22nd annual LITPS conference will be held November 20, 21, 22, 2024 at the Crest Hollow Country Club in Woodbury, NY. Hope to see you there! This program will review forty changes and additional provisions of SECURE 2.0, some of which are mandatory and some of which are at the discretion of the plan sponsor. We will provide effective dates, and, where appropriate, examples to illustrate the change. Part I will focus on compliance and new contribution provisions including the new requirement for paper statements, family attribution, the new Saver’s match and student loan repayment match and many others. Part II will focus on plan design, distributions, tax credits and several miscellaneous minor changes.
May 29, 2024
ASPPA Annual Conference 2024
Join me October 20-23 at the Hyatt Regency Orlando for the ASPPA Annual Conference, where “The Journey to…” represents your unique path to professional achievement. Whether you’re seeking to enhance your career or expand your business, this conference provides the resources and opportunities to propel you forward.
APRIL 4, 2023
myCPE Top Financial Planning Educator 2021-2022
Stephen Abramson myCPE Excellence Award Winner
OCTOBER 26, 2022
NCCPAP Accounting & Tax Symposium November 16, 17 & 18
Steven J. Musmanno, MBA, AIFA® will be speaking and exhibiting at the 20th Annual Accounting & Tax Symposium! ATS 2022 will be held on November 16, 17 & 18 at the Crest Hollow Country Club. Steven will be presenting as follows: Friday, November 18th from 12:40pm – 1:30pm - Presentation Topic: Pension Risk Transfer We look forward to seeing you there!
OCTOBER 25, 2022
FICPA South Florida Accounting Conference November 9-11, 2022
Steven J. Musmanno, MBA, AIFA® will be speaking and exhibiting at the Florida Institute of CPA's South Florida Accounting Conference November 9-11, 2022. Steven will be presenting as follows: Friday, November 11, 2022, 9:10-10AM - Presentation Topic: Plan Design for the Closely Held Business Wednesday, November 9, 2022, 1:45-1:57PM - Presentation Topic: Pension Risk Transfer We look forward to seeing you there!