Feb 23

12:00 pm - 1:00 pm

(Virtual) Medicare and Medicaid – What Should I Know Now and in the Future?

Mar 31

11:00 am - 12:00 pm

(Virtual) The Employee Retention Credit – How Qualifying Businesses Can Utilize Pandemic Relief Legislation

Apr 22

12:00 pm - 1:00 pm

(Virtual) Market Update: Q2 Investment Update and Financial Considerations

May 11

May 11, 2021 - May 12, 2021

(Virtual) GWSCPA Employee Benefit Plans Virtual Conference (Silver Sponsorship)

May 12

3:15 pm - 4:30 pm

(Virtual) Ask the Experts Panel (at the Greater Washington Society of CPAs 2021 Employee Benefit Plans Virtual Conference)

May 18

May 18, 2021 - May 20, 2021

(Virtual) 2021 Women’s Leadership Virtual Conference (Silver Sponsorship)

Jun 24

10:00 am - 11:00 am

Re-Imagining the Path to Partnership (for the Accounting MOVE Project and the Accounting & Financial Women’s Alliance)

Jun 29

11:00 am - 12:15 pm

(Virtual) What to Know About the Biden Administration’s Proposed Tax Plan

Jul 22

11:00 am - 12:00 pm

(Virtual) Maximizing Social Security Benefits and Avoiding Mistakes

Jul 27

12:00 pm - 1:00 pm

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

Aug 10

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Younger Professionals

Sep 2

11:00 am - 12:00 pm

(Virtual) What is the Son of SECURE Legislation and How Could It Impact Your Retirement?

Sep 14

8:00 am - 9:30 am

(Virtual) The Financial Neutral Role – It’s Not Just About the Numbers (for the International Academy of Collaborative Professionals)

Sep 21

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals

Oct 21

12:00 pm - 1:00 pm

(Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan

Nov 2

11:00 am - 12:00 pm

(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning

Nov 15

12:00 pm - 1:30 pm

Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborative Professionals Annual Conference)

Nov 17

7:30 am - 8:00 am

Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs’ Nonprofit Symposium)

Nov 18

10:30 am - 11:20 am

Impact of the New Revenue Recognition Standards on Contributions, Grants and PPP Loan Forgiveness (for the Greater Washington Society of CPAs’ Nonprofit Symposium)

Dec 5

2:00 pm - 3:30 pm

Better Mortgage Outcomes for Divorcing Clients and Tax Impacts of Divorce (for the Maryland Council of Dispute Resolution)

Dec 7

December 7, 2021 @ 11:00 am - December 10, 2021 @ 12:15 pm

(Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)

Dec 16

All day

Getting Your Finances Together for the End of the Year and Beyond (Taxes/Divorce)

Feb 9

6:00 pm - 8:00 pm

Forensic Work in Collaborative Cases (for the DC Academy of Collaborative Professionals)

Mar 7

12:00 pm - 1:00 pm

Maximizing Social Security Benefits and Avoiding Mistakes (for the Bar Association of Montgomery County)

Apr 7

All day

Collaborative Divorce and Interdisciplinary Team Approach (with the American University Washington College of Law)

Apr 11

5:00 pm - 7:00 pm

The Divorce Option Program (with the Virginia Collaborative Professionals)

Apr 21

12:00 pm - 1:00 pm

Quarterly Market Investment Update and Important Financial Considerations

May 3

May 3, 2022 - May 4, 2022

2022 Employee Benefit Plans Conference (with the Greater Washington Society of CPAs)

May 24

May 24, 2022 @ 8:00 am - May 25, 2022 @ 5:00 pm

The Certified Nonprofit Accounting Professional (CNAP) Training

$650.00

Jun 6

All day

The WANADA Open (with the Washington Area New Automobile Dealers Association)

Jun 7

11:00 am - 12:00 pm

(Virtual) Starting Your Own Business? Learn Best Practices and Tax Saving Strategies

Jul 19

12:00 pm - 1:00 pm

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

Jul 21

11:00 am - 12:00 pm

(Virtual) Cryptocurrency: Tax and Accounting Know-How for Small Businesses and Individuals