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
12:00 pm - 1:00 pm (Virtual) Quarterly Market Investment Update and Important Financial Considerations
11:00 am - 12:00 pm (Virtual) Cryptocurrency: Tax and Accounting Know-How for Small Businesses and Individuals
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)
6:30 pm - 7:30 pm (Virtual) Planning for College: Building A Sound Academic and Financial Strategy You Won’t Regret
11:00 am - 12:00 pm FASB’s Topic 842: What the New Lease Accounting Standard Means for Your Organization
All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
All day 23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
12:00 pm - 1:00 pm (Virtual) Quarterly Market Investment Update and Important Financial Considerations
