Events

September 4, 2026 | 11:30 a.m.–12:30 p.m.
Middletown Senior Citizens Association
Langhorne, PA

An informative and practical presentation with Warren M. Bergstein, CPA, AEP, focused on helping individuals and families organize their financial lives and prepare for the unexpected. Topics include the key documents and plans families should have in place, how to align estate and financial arrangements, what can happen during periods of stress, transition or incapacity, and practical steps that can give individuals and loved ones greater peace of mind.

September 16, 2026 | MYCPEONE | Live CPE Webinar

A live CPE webinar examining tax-exempt status under Section 501(a) and key rules affecting private foundations, with discussion of important tax and compliance considerations for professionals working with tax-exempt organizations and private foundations.

September 23, 2026 | Pioneer Educator | Live Webinar A federal tax update addressing H.R. 1, commonly known as the One Big Beautiful Bill Act (OBBBA), including significant tax provisions, recent changes and planning considerations for individuals, businesses and tax professionals.

August 26, 2026 | Pioneer Educator | Live CPE Webinar

A live CPE webinar covering key estate planning considerations following OBBBA, including the law’s effect on estate, gift and trust planning. The program addresses practical planning strategies involving gifting, portability, income tax basis planning, post-mortem opportunities and planning approaches for clients at different wealth levels.