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)
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)
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 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 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
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)
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)
May 2 11:00 am - 12:00 pm The SECURE 2.0 Legislation – New Retirement Planning Opportunities in 2023 and Beyond
May 24 12:00 pm - 1:00 pm Post-Retirement Planning: Top Ideas and Considerations (for Capital Senior Solutions)
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)
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 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)
May 20 May 20 @ 9:00 am - May 21 @ 4:00 pm Certified Nonprofit Accounting Professional (CNAP) Program
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