Publications
Secure 2.0 – Get Up to Speed on What You Need to Know Now
Speaker, Tax Section - State Bar of Texas
Publications
Publications
Mergers and Acquisitions: Best Practices for In-House Benefits Professionals
Speaker, SouthWest Benefits Association
Updates
SECURE 2.0: Retirement Plan Rules Get a Makeover!
Publications
Tips and Traps for Choice Accounts, Vendor Management, and Avoiding Constructive Receipt Issues
Speaker, SouthWest Benefits Association
Publications
Attracting and Retaining Key Talent During the Great Resignation
Speaker, Business Law Institute
Publications
HSA vs. FSA vs. HRAs vs. Child Care FSA & Employer Provided Child Care
Speaker, The Best Place for Working Parents 2022 National Summit
