Oct 27

October 27, 2022 - October 30, 2022

23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)

Nov 9

12:00 pm - 1:00 pm

(Virtual) Quarterly Market Investment Update and Important Financial Considerations

Nov 17

5:00 pm - 6:00 pm

(Virtual) Pre- and Post-Retirement Planning: Top Ideas and Considerations

Nov 29

8:30 am - 9:30 am

Year-End Tax Planning and Market Update

Dec 7

11:00 am - 12:00 pm

Year-End Tax Planning and Market Update

Dec 8

4:00 pm - 5:00 pm

Year-End Tax Planning and Market Update

Dec 13

All day

The Greater Washington Society of CPAs 2022 Nonprofit Symposium

Jan 10

11:00 am - 12:00 pm

Maximizing Social Security Benefits and Avoiding Mistakes

Feb 3

All day

The Role of the Financial Neutral in Collaborative Divorce (for the University of Maryland’s Francis King Carey School of Law)

Feb 9

11:00 am - 12:00 pm

Demystifying Medicare – What You Should Know Now and in the Future

Feb 16

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations

Mar 9

All day

The Collaborative Law Process (for American University’s Washington College of Law)

Mar 9

11:00 am - 12:00 pm

Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind (and a Real Estate Market Update)

Apr 20

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations

May 2

11:00 am - 12:00 pm

The SECURE 2.0 Legislation – New Retirement Planning Opportunities in 2023 and Beyond

May 16

May 16, 2023 - May 17, 2023

Certified Nonprofit Accounting Professional (CNAP) Training

May 24

12:00 pm - 1:00 pm

Post-Retirement Planning: Top Ideas and Considerations (for Capital Senior Solutions)

Jun 5

12:00 pm - 1:00 pm

Divorcing Later in Life: Top Planning Ideas and Mistakes to Avoid

Aug 3

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Canceled)

Aug 29

11:00 am - 12:00 pm

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

Oct 17

October 17, 2023 @ 9:00 am - October 18, 2023 @ 4:00 pm

Certified Nonprofit Accounting Professional (CNAP) Program

$795

Nov 9

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Q4)

Nov 13

All day

2023 Virginia Collaborative Professionals Annual Conference

Nov 29

8:30 am - 9:30 am

Year-End Tax Planning and Market Update

Dec 5

11:00 am - 12:00 pm

Year-End Tax Planning and Market Update

Dec 12

8:00 am - 8:50 am

Investing for Impact: A Guide to Not-for-Profit Investment Policies (at the 2023 GWSCPA Nonprofit Symposium)

Jan 16

11:00 am - 12:00 pm

2024 Vision: Set Yourself Up for Financial Success this Year

Jan 25

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations (Q1)

Feb 13

11:00 am - 12:00 pm

Demystifying Medicare: What You Should Know Now and in the Future (for the Greater Washington Society of CPAs)

Apr 18

11:00 am - 12:00 pm

Quarterly Market Investment Update and Important Financial Considerations

May 20

May 20 @ 9:00 am - May 21 @ 4:00 pm

Certified Nonprofit Accounting Professional (CNAP) Program

Jul 18

11:00 am - 12:00 pm

Quarterly Market Investment Update 2024 (Q2)

Aug 22

11:00 am - 12:00 pm

Maximizing Financial Strategies for Your Retirement (for the Greater Washington Society of CPAs)

Sep 19

10:45 am - 12:00 pm

Tax Issues in Divorce (at the Maryland Association of CPAs’ 55th Annual Chesapeake Tax Conference)

Oct 15

October 15 @ 8:00 am - October 16 @ 3:30 pm

Certified Nonprofit Accounting Professional (CNAP) Program