Navigating Virginia’s complex regulatory landscape is essential for every CPA. This course provides a clear, practical guide to the laws, regulations and ethical standards that govern the profession.

Are you ready to unlock the potential of your CPA firm with unparalleled insights and data? 

Join us in shaping the future of accounting in Northern Virginia, DC, and Maryland by participating in the 12th annual Management of Accounting Practice (MAP) Survey. Dive into a comprehensive analysis of our local market, focusing on critical performance indicators and best practices in essential operational areas such as finance, human resources, technology, and more. There's absolutely no cost for filing out this survey, and in return, you'll receive the final survey report packed with valuable intelligence to propel your firm's 2026 strategy and budgeting to new heights. 

Here is the survey to fill out: https://form.jotform.com/wendroffcpa/2025-local-map-survey-questions

Make a mark on your firm's success and fill out this survey before December 8 to contribute your insights to our community's growth. Don't miss out on this opportunity to benchmark your firm against the best and brightest in the industry!

Brian Wendroff, CPA, and Managing Partner of Wendroff & Associates, CPA, will be presenting on the survey on Wednesday, December 17th, at 11am. 

It will be a hybrid meeting at Brian's office at 2900 South Quincy Street, Ste. 360, Arlington, VA 22206. Lunch will be served. 

We expect to discuss new areas of focus, such as AI, automation, and offshoring. 

We look forward to your participation and will be sending out the survey soon. 

Speaker:  Brian Wendroff, CPA and Managing Partner of Wendroff & Associates, CPA  
Date:  Wednesday, December 17, 2025
Time:  11:00am- 1:00pm 
Location:  In-person at Wendroff & Associates, CPA,  2900 South Quincy Street, Ste. 360, Arlington, VA 22206. 
                or Virtual:  Zoom Webinar - Link in confirmation
Benefits:  2 hour CPE and lunch will be provided for in-person participants
Cost:  Free for NCVSCPA members, non-members pay $25 for virtual or $40 for in-person

This presentation will help you to identify when to call in an attorney to protect yourself and your client—before you become a witness against your client. The materials will cover civil and criminal concerns, the limits of the federally authorized tax practitioner privilege (26 U.S.C. § 7525), when and how to use a Kovel agreement to extend attorney–client privilege, and counsel‑directed legal holds to prevent spoliation. Relevant whether you are a solo practitioner, at a CPA firm, a CFO, controller, internal auditor, or even a voluntary board member.

Learning objectives:

By the end of this session, participants will be able to:

1. Spot the "uh‑oh" moments that flip civil into criminal and how to be proactive when something just doesn't feel right.
2. Identify triggers with whistleblower complaints (whether or not grounded in fact), data breaches affecting financial records, and contact from a governmental agency.
3. Understand the limits of § 7525, use Kovel to extend attorney–client privilege to include a CPA, and maintain work‑product protection—to shield client confidences and reduce your own ethical exposure.
4. Collaborate effectively with attorneys on remediation and disclosure decisions.
5. Create a game plan for subpoenas, cyber hiccups, preserving documents, issue holds, protect your license, and coordinate compliant responses.