Kelly A. Davis ERPA
Principal, Employee Benefit Plans, CliftonLarsonAllen LLP
Kelly Davis leads CLA’s employee benefit plan consulting and tax practices of who consults nationally with employers on a wide array of employee benefit tax and ERISA compliance matters in the areas of qualified and nonqualified employee benefit plans, executive compensation, healthcare reform, tax-favored health plans, fringe benefits, employee benefit plan accounting, tax implications and resolution of complex benefit issues for plan sponsors of various sizes and industries.
Appearances
Identification40DateMay 14, 2014Fiduciary issues are becoming more prevalent, and it is important that both plan sponsors and auditors understand prohibited transactions, ROBs and other common compliance issues…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPManaging Director, Deloitte Tax LLP$49Standard Price
Identification38DateMay 3, 2011Speaker
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP
Identification80DateMay 4, 2011Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP
Identification40DateMay 14, 2014Fiduciary issues are becoming more prevalent, and it is important that both plan sponsors and auditors understand prohibited transactions, ROBs and other common compliance issues…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPManaging Director, Deloitte Tax LLP
Identification202DateMay 19, 2015The AICPA has a wealth of tools, checklists and resources for many aspects of ERISA, retirement planning and the tax implications of the Affordable Care Act. AICPA staff and members will review these resources to familiarize participants with them…Speakers
Kristin M. Esposito, CPA, MSTDirector - Tax Policy & Advocacy, AICPAKelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPWayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanySenior Vice President, Argent Financial Group, Inc$49Standard Price
Identification207DateMay 20, 2015This is an informal yet informative, off-the-record practical discussion about the gray matter and professional conundrums that we face as employee benefits practitioners in an ever-changing and highly regulated field…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPPresident and General Counsel, Actuarial Benefits & Design CompanyBlake Head, CPAManager, BDOPrincipal, Grant Thornton Advisors LLCJoan H. Vines, CPAManaging Director, BDO USA, P.A.Senior Vice President, Argent Financial Group, IncNational Director, Compensation and Benefits, Cherry Bekaert LLP$49Standard Price
Identification57DateMay 20, 2015Sponsoring both a defined contribution plan and a defined benefit plan can offer plan sponsors and plan participants the best of both worlds and significant opportunities for retirement savings within a tax-efficient environment…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP
Identification207DateMay 20, 2015This is an informal yet informative, off-the-record practical discussion about the gray matter and professional conundrums that we face as employee benefits practitioners in an ever-changing and highly regulated field…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPPresident and General Counsel, Actuarial Benefits & Design CompanyBlake Head, CPAManager, BDOPrincipal, Grant Thornton Advisors LLCJoan H. Vines, CPAManaging Director, BDO USA, P.A.Senior Vice President, Argent Financial Group, IncNational Director, Compensation and Benefits, Cherry Bekaert LLP
Identification57DateMay 20, 2015Sponsoring both a defined contribution plan and a defined benefit plan can offer plan sponsors and plan participants the best of both worlds and significant opportunities for retirement savings within a tax-efficient environment…Speakers
Lorraine Dorsa, FCA, MAAA. MSPA. EA, CEBSPrincipal & Actuary, Aegis Pension Services, Inc.Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP
Identification202DateMay 19, 2015The AICPA has a wealth of tools, checklists and resources for many aspects of ERISA, retirement planning and the tax implications of the Affordable Care Act. AICPA staff and members will review these resources to familiarize participants with them…Speakers
Kristin M. Esposito, CPA, MSTDirector - Tax Policy & Advocacy, AICPAKelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPWayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanySenior Vice President, Argent Financial Group, Inc
Identification24DateMay 10, 2016Be sure that you and your clients do not run afoul of any of the Roth IRA rules…Speakers
Vice President & Senior Legal Counsel, T. Rowe Price Associates, Inc.Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP$49Standard Price
Identification202DateMay 11, 2016The AICPA has a wealth of resources for many aspects of ERISA and retirement planning…Speakers
Wayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanyKelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPKristin M. Esposito, CPA, MSTDirector - Tax Policy & Advocacy, AICPASenior Vice President, Argent Financial Group, Inc$49Standard Price
Identification43DateMay 11, 2016This session will focus on compliance testing for plan auditors with special emphasis on non-discrimination testing and compliance requirements…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPCarol A. Czarnecki, CPAManager, Grant Thornton LLP$49Standard Price
Identification81DateMay 12, 2016This session will focus on compliance testing for plan auditors with special emphasis on non-discrimination testing and compliance requirements…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPCarol A. Czarnecki, CPAManager, Grant Thornton LLP$49Standard Price
IdentificationEBP1717DateMay 8, 2017In the world of 401(k) plans, many plan sponsors have utilized a variety of plan designs to achieve specific goals…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPCarol A. Czarnecki, CPAManager, Grant Thornton LLP$49Standard Price
IdentificationEBP17202DateMay 9, 2017The AICPA has a wealth of resources for many aspects of ERISA and retirement planning…Speakers
Kristin M. Esposito, CPA, MSTDirector - Tax Policy & Advocacy, AICPAKelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPWayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanySenior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP18202DateMay 16, 2018The AICPA has a wealth of resources for many aspects of ERISA and retirement planning…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPWayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanyKristin M. Esposito, CPA, MSTDirector - Tax Policy & Advocacy, AICPASenior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP1870DateMay 16, 2018Explore a Framework for identifying and evaluating Plan Fees and Revenue Sharing practices that impact Participant value and create Plan Sponsor liability…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPRetirement Strategist, Strategic Retirement PartnersManaging Director, Strategic Retirement PartnersManaging Director, Strategic Retirement Partners$49Standard Price
IdentificationEBP19202DateMay 7, 2019The AICPA has a wealth of resources for many aspects of ERISA and retirement planning…Speakers
Senior Vice President, Argent Financial Group, IncKelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPKristin M. Esposito, CPA, MSTDirector - Tax Policy & Advocacy, AICPAWayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal Company$49Standard Price
IdentificationEBP19205DateMay 8, 2019Session will examine the importance of Sections 404(c) and 404(a)(5) and the application in qualified plans to help facilitate the auditor's procedures…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLPRobert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)President, ERISAworks LLC$49Standard Price
