2 hr(s) CPE/CPD in Specialized Knowledge
Program Level: Update
Join us for an update on the highlights and key takeaways from the AICPA's Employee Benefit Plans Conference. The session will be led by Michelle Buckley, Denise Crisler Woods and Sharon King. Note: this will be set up as a meeting (rather than a traditional webinar) and attendees are able and encouraged to be present on video and unmute themselves to ask questions or participate in roundtable discussion about the topics addressed.
As a practice leader of the firm’s employee benefits and consulting practice, Michelle has had extensive experience with qualified benefit plan audits, operational reviews, tax issues and the unique complexities of these engagements. She understands the risks to plan sponsors and continuously offers suggestions for improvement to minimize any potential fiduciary liability.
Michelle’s primary responsibility is to ensure that each of her clients receive high-quality, timely service. She continually looks for ways to reduce the costs of the engagement while finding ways to add value to the relationship.
Michelle maintains close contact with clients to develop long-term relationships and earn their confidence. Through sound business judgment and prior experience, she makes effective suggestions and recommendations to maximize efficiencies and to help a company meet its long-term goals.
As an Accredited Investment Fiduciary Analyst TM (AIFA®), Michelle also assists in consulting retirement plan sponsors and investment advisors in fiduciary best practices and prudent investment process.
Sharon King works closely with clients to help them enhance their internal controls. The work she has performed includes audits, reviews, compilations, business income tax planning and preparation, and accounting and consulting services. Her audit experience includes managing audits of Construction Contractors and audits of qualified retirement plans.
Sharon received her Bachelor of Science Degree in Accounting from George Mason University. She is a licensed CPA in Maryland and a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. She is a core team leader for the AGN employee benefit plan share group and has volunteered with Habitat for Humanity and with the Big Brothers/Big Sisters organization.
When Sharon is not in the office, she likes to spend time with her family and enjoying various outdoors activities.