New York Metro Chapter Hybrid Event: Form 5500

Tuesday, July 1 - Tuesday, July 1, 2025

New York, NY

Chapter Event

Form 5500 Hybrid Education Event
July 1, 2025

Join us in-person with a light breakfast, or virtually, to earn 1 hour of Continued Education Credit.

Legal UpdateThe topics we'll cover in this session include:

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

Speakers:
Anthony Blanchi, CEBS, Supervisor, PKF O'Connor Davies Advisory, LLC
Keely Portillo, Tax Associate, PKF O'Connor Davies Advisory, LLC

Location (Virtual or on-site):
909 3rd Avenue, New York

Speakers

Pricing

No Charge

Member

No Charge

Nonmember