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

Sep 20

All day

CBM Sponsors 2022 MADA Annual Golf Outing & Crab Feast

Sep 20

6:00 pm - 7:00 pm

(Virtual) Grow Your Net Worth: Starting Your Career on the Right Financial Foot

Sep 21

6:00 pm - 7:00 pm

If You See Something, Say Something – Navigating Complex Asset Matters During the Collaborative Process (with the Collaborative Professionals of Northern Virginia)

Sep 28

6:30 pm - 7:30 pm

(Virtual) Planning for College: Building A Sound Academic and Financial Strategy You Won’t Regret

Oct 18

October 18, 2022 - October 19, 2022

(Virtual) Certified Nonprofit Accounting Professional (CNAP) Training

Oct 25

11:00 am - 12:00 pm

FASB’s Topic 842: What the New Lease Accounting Standard Means for Your Organization

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)