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Principal with Labor Union Industry Service Group to Address Advanced Topics in Plan Disclosures

Event Date: June 23, 2014

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NEW YORK, N.Y., June 4, 2014 – Patrick C. Stines, CPA, a principal of SaxBST’s Labor Union and Taft-Hartley Plans Industry Service Group, has been named a guest panelist for the International Foundation of Employee Benefit Plans (IFEBP) Conference. The program is being held in conjunction with the Trustees and Administrators Institutes from June 23-25 at The Mirage in Las Vegas, Nevada.

The three-day event will address auditing and accounting challenges facing multi-employer benefit plans, including the latest disclosure requirements and evolving strategies for fund management. Designed for internal and external accountants who serve employee benefit plans, breakout sessions appeal to new and seasoned practitioners of single and multi-employer plan types.

As the lead guest speaker, Stines will address “Advanced Topics in Plan Disclosures” from 2:45 p.m. to 4 p.m. on Monday, June 23. Compliance topics will focus on related party disclosures as well as the latest 408(b)(2) disclosure. The program is eligible for 1.5 CPE credits in the NASBA subject area of Accounting and Auditing. The SaxBST principal has more than 15 years experience in public accounting working with Taft-Hartley employee benefit plans and labor unions. He is involved in all aspects of client audit engagements with some of the largest local unions throughout the New York region.

Stines, along with SaxBST Principal David Lee, spearhead the Labor Union and Taft-Hartley Plans Industry Service Group, which specializes in accounting and auditing for labor union and employee benefit plans in both the private and public sectors. The firm is highly knowledgeable in auditing and reporting requirements prescribed by governmental entities, including the Labor Department, EBSA and IRS. Services range from union and employee benefit plan financial statements and audits; internal control studies and compliance with OLMS and IRS regulatory filings; to litigation support, forensic accounting and expert witnesses; operational audits/reviews; payroll audits; and lean-management consulting.

SaxBST is an active participant in the IFEBP, and a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Audit Quality Center.

One of the top 100 accounting firms nationally, SaxBST is a multi-disciplinary accounting, tax and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities and high-net-worth individuals throughout the New York tri-state area.

In addition to the New York City office, the firm maintains offices in Albany, N.Y.; Clifton, N.J.; and Mineola, N.Y. SaxBST is the outgrowth of a merger between two of the area’s most prominent accounting firms, Sax Macy Fromm & Co., PC (SMF) and Bollam, Sheedy, Torani & Co. LLP (BST). SaxBST’s expertise covers a range of industry areas and niches including real estate, construction, manufacturing and distribution, employee benefits, retail, financial services, healthcare, professional services, not-for-profit, governmental entities and labor unions.

For more information about the International Foundation of Employee Benefit Plans, visit www.ifebp.org.


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