OSCPA Employee Benefit Plan Audit Conference

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Ohio Society for CPAs (OSCPA)

Dave Reyes, Shareholder at Maloney + Novotny will be speaking at the Ohio Society of CPAs (OSCPA) Employee Benefit Plan Audit Conference, Leading Practices for Pressing Issues at Lewis Center in Columbus, Ohio on Wednesday, April 26, 2017.  Dave will be speaking on Tax Compliance Issues as part of a full day of presentations on leading practices for dealing with the complexities of benefit plan audits.

This event is for audit professionals who are committed to excellence and want to hone their craft.  New content and a revised format will equip attendees with best practices in navigating different plan types and initial audits.  Tracks include:

  1. What’s Ahead in the World of Employee Benefits, A DOL Update
  2. Accounting and Auditing Update
  3. Nuances of Various Plan Types
  4. Planning and Wrapping up the Audit
  5. Documenting your EBP Audit
  6. Tax Compliance Issues
  7. Investment Types
  8. Pitfalls of Initial Audits

The afternoon will wrap up with a panel discussion of experts, including Dave Reyes, who will take your questions and discuss ongoing challenges as they navigate the landscape of employee benefits.

Dave Reyes, CPA, CEBS, joined Maloney + Novotny LLC in 1986 and became shareholder in the Tax Consulting Services Group in 2000. He specializes in the areas of employee benefit plans and tax-exempt organizations. Dave has been involved in assisting clients in all aspects of their employee benefit plans including qualified retirement plans, health and welfare plans, and cafeteria plans. His extensive experience includes qualification, compliance, planning opportunities and IRS and Department of Labor examinations.

Dave also works closely with the firm’s not-for-profit practice dealing with 990 filing and tax issues. Consequently, Dave has a significant amount of experience with retirement plans specific to not-for-profits, such as 403(b) and 457 plans. In addition, Dave devotes a portion of his practice to individual tax and tax returns of trusts and estates.

Visit this link for more information and to register for the OSCPA Employee Benefit Conference.