Stay Informed
Advance your career with unique business opportunities
One way to stay at the top of your game is through education and networking. How else can you keep current in our ever-changing industry? Your ABC is a dynamic, local resource that provides opportunities to sharpen your skills and increase your knowledge year-round. Take a look at our calendar below for new and upcoming events.
Upcoming Programs
Live with Mary J. Giganti for SECURE and more 2024!
Thursday, November 16th
There are many changes on the horizon and clients need our help to navigate and understand the changes.
Topics include:
SECURE/SECURE 2.0 - long-time part-time employees, RMD changes, distributions after the death of a participant, matching student loans, emergency savings accounts,
additional early distribution options without 10% penalty, hardships; IRS regulations on forfeitures; missing participants; corporate transparency act; interesting court cases; and more.
RSVP by November 9th
| Meeting Fees: | ASPPA/NAPA/NTSA Members: $25.00 ABC Members: $30.00 Non-Members: $35.00 |
| Location: |
Brecksville Library |
| Program Time: | 2:00 p.m. -4:00 p.m. Snacks and Refreshments provided |
| Program Contact: | [email protected] |
| Continuing Education | (2) Two ASPPA, ERPA, NAPA, NTSA and JBEA Non-Core Continuing Education available. |
| Get Connected & Get Ahead! | ABC of Cleveland |
Speaker: Mary J. Giganti with Waldheger Coyne
Mary is a shareholder and Vice-President of Waldheger Coyne in Cleveland, Ohio. Her practice focuses on business and tax planning for closely-held businesses, specifically planning with qualified retirement plans (including Employee Stock Ownership Plans). Mary has authored numerous articles appearing in the 401(k) Advisor, and co-authored articles in the Journal of Pension Benefits and the Journal of Pension Planning and Compliance. She is a frequent speaker to a variety of professional organizations, including the Internal Revenue Service, ASPPA, the American Bar Association, the Ohio State Bar Association and various other State Societies of CPAs and the Ohio Employee Ownership Center (affiliated with Kent State University). Mary is a credentialed APM of ASPPA, a member of Great Lakes TE/GE Council, the ESOP Association, the Ohio State Bar Association and the Cleveland Metropolitan Bar Association. She received her law degree from Cleveland-Marshall College of Law and her undergraduate degree from Trinity University in San Antonio, Texas.
Want to add a membership to your account? Join today.
Be sure to snap the QR Code at the end of the presentation for CE