Calendar of Events - Northern Chapter VSCPA
Choose an Event Type:

EventDateTimeContact
    

Topic:  NCVSCPA 2018 MAP Survey:  Highlights & Lowlights

Presented by Brian Wendroff, Managing Principal, Wendroff & Associates

A complimentary lunch is provided, 1 CPE available.

more info...
12/12/1811:00am to 1:00pmAndrea Ansell


The Personal Financial Special Interest Sub-group is pleased to invite you to a 1-hour CPE event immediately preceding the chapter meeting on December 18 from 3 to 4 at the same location -Marriott Fairview.

Colin Kimpel will be presenting on life insurance and annuities-two topics that CPAs frequently get asked about.  He will discuss:
  • Life Insurance – Whole, term, variable?  When each can make sense from a planning standpoint, and when they don’t. 
  • Annuities – with people living longer, annuities have risen in popularity to help hedge against longevity risk.   But there are many types – what are the differences?  How do they work?
Colin is a partner with Veritas Financial, a boutique financial services firm located in Vienna.  He is a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®) and a Certified Family Business Specialist (CFBS). Colin was awarded Washingtonian Magazine’s distinction as one of the area’s Best Financial Advisors. 
 

more info...
12/18/183:00pm to 4:00pmRobin Gordon


Join us before the Chapter meeting and learn all about VA Land Preservation Tax Credits, State and Federal Update.  This course will provide:
  1. Overview of Status of the State Program
  2. Update on Virginia Legislative and Regulatory Changes and Court Cases
  3. Update on Impact of new Charitable Deduction Regulations in light of SALT limitations
  4. Review of Approaches for Treatment of the State Tax Deduction on the Federal Return
Looking to gain some insight before the course?  Read an article by the presenter.

Presenter:  Keith Chase Troxell, J.D., LL.M and D. Brook Middleton from Virginia Easement Exchange

This session will run from 3 to 4pm preceding the Chapter's December monthly meeting.
 

more info...
12/18/183:00pm to 4:00pm


Topic: Fraud

More information to come.  Save the date now.

Presenter:
TBA

Time:  Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)

more info...
01/30/197:30am to 9:00amStephanie Scarola


Topic: TBA

More information to come.  Save the date now.

Presenter:
TBA

Time:  Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)

more info...
02/27/197:30am to 9:00amStephanie Scarola


Topic: The Ins & Outs of Risk Management

More information to come.  Save the date now.

Presenter:
TBA

Time:  Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available)

more info...
03/27/197:30am to 9:00amStephanie Scarola


Switch to Calendar (Grid) Format | Hybrid Format | Printable Event Listing (PDF)