11:00 am - 12:00 pm (Virtual) New Paycheck Protection Program Stimulus Funding: What the Consolidated Appropriations Act Means for You
11:00 am - 12:00 pm Paycheck Protection Program Stimulus Funding: What the Consolidated Appropriations Act Means for Not-for-Profit Organizations
12:00 pm - 1:00 pm (Virtual) Market Update: Investment Update and Financial Considerations for the New Year
11:00 am - 12:00 pm (Virtual) How to Choose a Financial Advisor – Strategies To Help You Make the Best Choice Possible
11:00 am - 12:00 pm (Virtual) The Employee Retention Credit – How Qualifying Businesses Can Utilize Pandemic Relief Legislation
3:15 pm - 4:30 pm (Virtual) Ask the Experts Panel (at the Greater Washington Society of CPAs 2021 Employee Benefit Plans Virtual Conference)
10:00 am - 11:00 am Re-Imagining the Path to Partnership (for the Accounting MOVE Project and the Accounting & Financial Women’s Alliance)
12:00 pm - 1:00 pm (Virtual) Quarterly Market Investment Update and Important Financial Considerations
11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Younger Professionals
11:00 am - 12:00 pm (Virtual) What is the Son of SECURE Legislation and How Could It Impact Your Retirement?
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)
11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies and Opportunities for Mid-Career Professionals
12:00 pm - 1:00 pm (Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan
11:00 am - 12:00 pm (Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
12:00 pm - 1:30 pm Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborative Professionals Annual Conference)
7:30 am - 8:00 am Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs’ Nonprofit Symposium)
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)
2:00 pm - 3:30 pm Better Mortgage Outcomes for Divorcing Clients and Tax Impacts of Divorce (for the Maryland Council of Dispute Resolution)
11:00 am onwards (Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)
All day (Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)
All day (Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)
Until 12:15 pm (Virtual) Year-End Tax Planning for Businesses and Individuals with a Market Update (December 7, 9 & 10)
6:00 pm - 8:00 pm Forensic Work in Collaborative Cases (for the DC Academy of Collaborative Professionals)
12:00 pm - 1:00 pm Maximizing Social Security Benefits and Avoiding Mistakes (for the Bar Association of Montgomery County)
All day Collaborative Divorce and Interdisciplinary Team Approach (with the American University Washington College of Law)
11:00 am - 12:00 pm (Virtual) Starting Your Own Business? Learn Best Practices and Tax Saving Strategies
