Event Registration - Northern Chapter VSCPA
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Leveraging ABLE Accounts for Eligible Individuals with Disabilities Overview and Updates on Virginia's ABLE Savings Programs
4/25/2024

This session will be held in conjunction with the NCVSCPA annual chapter meeting. We will start promptly at noon to elect our 2024-2025 Board Members. This should be approximately 10-15 minutes. The session begins immediately following the annual meeting and will run the normal 60 minutes for 1 CPE credit.


The Achieving a Better Life Experience (ABLE) Act offers more than eight million Americans with disabilities and their families the ability to establish a tax-advantaged ABLE savings account without fear of losing eligibility for certain public benefits, including Medicaid and Supplemental Security Income (SSI) payments.

Attend this session to separate fact from fiction and understand how ABLE accounts work. We’ll review ABLE basics and provide updates on Virginia’s direct-sold ABLEnow program and advisor-sold ABLEAmerica program.

Learning objectives:

  1. Increase knowledge of the components of ABLE accounts and how they can support the financial needs of individuals with disabilities and their families

  2. Understand the current status of ABLE accounts and opportunities to maximize their benefits

  3. Incorporate ABLE accounts into your planning to enhance quality of life related to employment, education and community integration in both the short and long term.


Presenter Bio
Brittany Bullock joined Virginia529 in 2013 as a Financial Operations Analyst. Since then, she has moved into the role of Relationship Marketing Specialist, spending most of her time traveling the Central and Tidewater regions of the state educating individuals and families on the importance of ABLE accounts and how empowering they are for people with disabilities. As part of the marketing team, she also conducts virtual events and webinars both statewide and nationwide. Brittany has a B.S. in Business from Virginia Commonwealth University, with a concentration in International Business. She is passionate about helping others and looks forward to sharing this wonderful information with you all.


Location: Live Virtual Webinar





Tax Season Debrief & Lunch (MAP SIG)
5/1/2024

This event will be an excellent opportunity for us to come together and reflect on the recently concluded tax season.

During this gathering, we'll delve into a comprehensive discussion on the highlights, challenges, and insights gained from the tax season.
Your invaluable input and perspectives will enrich our collective understanding and pave the way for future success.

Discussion Topics:
1. Client Experiences
2. Tax and Legislative Updates
3. Technology Integration
4. Client Services Improvement
5. Workforce Management
6. Professional Development
7. Future Planning
8. Networking Opportunities

As we gather together, both in-person and virtually, we aim to foster meaningful connections and facilitate productive exchanges among our esteemed colleagues. Moreover, to ensure an enjoyable and productive session, lunch will be provided for all in-person attendees.

Event Details: Tax Season Debrief & Lunch (MAP SIG)
Date: Wednesday, May 1st, 2024
Time: 11:00 am to 1:00 pm
Format: Hybrid (In-person & Virtual) 
Venue:
In-person: Wendroff & Associates, LLC, 2900 South Quincy Street, Ste. 360, Arlington, VA 22206
Virtual: Live Zoom Meeting
Lunch: Included
Benefit: 2 CPE credits
 
Location: Wendroff & Associates, LLC
, VA





Updates to the CMMC Proposed Rule and the new DOD FedRAMP Equivalency Memo (GovCon SIG)
5/14/2024

Next in the GovCon Breakfast Series -- Updates to the CMMC Proposed Rule and the new DOD FedRAMP Equivalency Memo
presented by Christina Reynolds and Alejandro Laboy of BDO.

Topics will cover:
  • Why Get CMMC Certified & CMMC/DFARS 7012 Timeline
  • CMMC Rulemaking
  • Scoping the CMMC Environment
  • FedRAMP Equivalency Memo
  • FCI and CUI Data Types
  • CMMC Cost Recovery Strategies

Speaker Biographies:
Christina Reynolds, Managing Director, Industry Specialty Services Group
Christina is the Managing Director for BDO USA's Industry Specialty Services Group (ISSG) for Cybersecurity consulting and information assurance services. Christina is a Cybersecurity Maturity Model Certification (CMMC) Registered Practitioner (RP) with 27 years of specialization in IT, cybersecurity and information assurance (IA) policy, including application and guidance for DoD contractors in support of packages and other industry-mandated cybersecurity regulations. Previously serving for 22 years as an executive CEO for a WOSB Defense Contractor, she built a Managed Service provider (MSP) along with an IT and cybersecurity consulting team servicing Government Contractors in the Heart of Huntsville, Alabama. As a Senior VP for the Engineering services Government Contractor, she provided program management, business development, government contract management, technical proposal development, and GSA schedule creation and management, as well as led programs for MDA, US Navy/NAVWAR, PEO Aviation and US Army contracts and subcontracts.

Alejandro Laboy, Manager, Industry Specialty Services – Government Contracts
Alejandro is a Senior Manager in the Industry Specialty Services Group at BDO with a focus on Government Contracts. Alejandro has over 15 years of experience within the Government grant and contracting industry, serving as a trusted advisor for medium to large organizations needing to comply with the full gamut of government requirements. Alejandro has lead transformation services that encompass indirect rates restructures, go to market and pricing strategies, proposal development, development of enterprise compliance infrastructures, ERP solutions, negotiation support for grants/contracts, audit support, among others.
 
Details: 8:00-9:00 am Tuesday, May 14, 2024
Live Virtual Meeting: Zoom meeting information will be sent with your email confirmation.
Benefits: 1.0 hour of CPE (free to Northern Chapter VSCPA members; non-members pay $25)

If you have trouble registering, please contact michele@ncvscpa.org

Please mark your calendars for these upcoming breakfasts as well. Please let me know what topics you would like to see in the next season, or if you have a speaker recommendation.
  • 09Jul24 FORVIS; Contract Terminations
  • 10Sep24 Gelman, Rosenberg & Freedman; Unlimited PTO: Is it Right for Government Contractors?
  • 12Nov24 TBD
  • 14Jan25 DCAA; TBD






The Five Critical Components of a Financial Plan for Retirees
5/15/2024

The Five Critical Components of a Financial Plan for Retirees: A Financial Plan and Financial Planning mean different things to different people. A financial plan is definitely not a 170-page report that your client uses as a door stop. Financial planning certainly isn’t just managing a portfolio. So then, what is it?  It depends on where the client is.  A financial plan for a young couple may be a road map to buy a new home, save for retirement, and send their kids to school. For a retiree, it’s all about the strategies to get their money out in a tax-efficient manner, so they can do what they want to do, without having to worry about running out.
 
In this two-hour CPE course, Evan T Beach, CFP®, EA, AWMA®, will walk through the five critical components of a financial plan for retirees. He will outline not only the components of the plan but also the planning opportunities that exist in different stages of retirement. 

Title: The Five Critical Components of a Financial Plan for Retirees
Date: Wednesday, May 15th
Time: 10am - 12pm Lunch buffet will follow.
Location:  In person at the Holiday Inn - Dulles (45425 Holiday Drive, Sterling, VA 20166) or virtually by Zoom webinar 
Benefits: 2 hours CPE 
Cost: Free for NCVSPCA members and guests pay $40 for virtual / $50 for in-person
Speaker: Evan T Beach, CFP®, EA, AWMA®
Location: Holiday Inn - Dulles or Live Virtual Webinar
, VA





Litigation and Damages Fundamentals (FVS SIG)
5/16/2024

The Forensic and Valuation Services SIG presents: Litigation Damages Methods - FVS SIG

Leveraging the successful first installment, this is the second in a series on how CPAs serve clients in litigation. Based on the first, introductory session, we will now explore the more technical aspects of calculating damages. This session will focus on helping practitioners apply the unique financial and accounting methods to measure economic harm to entities through a robust damages analysis. (All are welcome! It is not necessary to have attended the first session.)

Grant Thornton’s Bryan Moser, Partner, Forensic Advisory Services, will discuss how the capabilities of a CPA/CFF (Certified in Financial Forensics) can be applied in the context of business disputes to prepare robust damages analyses.

At the end of this session, participants will be able to:
  • Describe common types of damages calculations.
  • Identify components of damages calculations.
  • Identify damages experts' roles and challenges
  • Articulate key considerations for experts preparing and rebutting damages calculations.
 
Come learn how CPAs add value by measuring damages in litigation.
 

Date: Thursday, May 16, 2024
Time: 9:00-11:00 am
Location: Hybrid Session - either in-person or virtual
In-person - Grant Thornton Office, 1000 Wilson Blvd, 15th Floor, Arlington, VA 22209 with parking available in building garage.
Zoom Virtual Meeting - Link included in confirmation
Benefits: 2.0 hour of CPE 
Cost: Free to Northern Chapter VSCPA members; guests pay $50 in-person / $40 virtual





Creative Uses of 501(c)(4) Organizations: Philanthropy, Policy, Investments and Beyond (NFP SIG)
5/22/2024

After a quick grounding in 501(c)(4) basics, the presentation will cover cutting-edge uses of 501(c)(4)s emerging in the nonprofit sector, including Patagonia and the "special purpose trust", impact investment funds, "charitable" 501(c)(4) activities,  maximizing impact in policy and politics, and the use of 501(c)(4)s in affiliated entity structures.

Title: Creative Uses of 501(c) for Organizations
Time: 9:00am Wednesday, May 22nd
Delivery: Live Virtual Webinar
Benefit: 1 CPE credit
Cost: Free for members; nonmember guests pay $25


 
Bio:  Bridget M. Weiss represents tax-exempt organizations, including charities, private foundations, advocacy organizations, trade associations, medical research organizations and international nongovernmental organizations. She has experience advising tax-exempt organizations in a wide variety of contexts throughout their entire lifecycle—from initial qualification for tax-exempt status to ongoing operations, including implementation of complex programs, grantmaking, lobbying, and political activities and business activities. Ms. Weiss counsels tax-exempt organizations and their governing bodies facing tax and governance controversies, including both internal investigations and audits and other examinations by the Internal Revenue Service (IRS) and other government regulators. She also represents individuals and corporate donors on major gifts and other charitable programs.
 
 
Location: Live Virtual Webinar





Contract Terminations (Gov Con SIG)
7/9/2024

Next in the GovCon Breakfast Series -- Contract Terminations
presented by 

Topics will cover:

Speaker Biographies:


Details: 8:00-9:00 am Tuesday, July 24, 2024
Live Virtual Meeting: Zoom meeting information will be sent with your email confirmation.
Benefits: 1.0 hour of CPE (free to Northern Chapter VSCPA members; non-members pay $25)