The Northern Chapter of The Virginia Society Certified Public AccountantsEvents & Calendar
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| DATE: | Tuesday, May 26, 2009 Dinner Meeting 
Register Now
[Updated] Registration Closed. We are no longer taking registrations. Registration expired. | |||||||||||||
| PLACE: | Marriott Fairview Park 3111 Fairview Park Drive, Falls Church, VA 22042 [Direction] | |||||||||||||
| TIME: |
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| COST: | The cost for dinner is included in your annual membership dues. If you sign up for Ethics (Forum A,) there is a special $40 charge, payable on line. The Ethics cost for non-members is $75 and $50 for dinner. If you choose to attend Forum B, this is included in your annual membership dues. Non-members will pay $10 for this one CPE course and $50 for dinner. We will be eating a chicken dish; please mark if you would prefer vegetarian. If you RSVP for dinner and do not attend, there will be a $25 no show charge for members and $50 for non-members as the chapter must pay for missed dinners. | |||||||||||||
| RSVP: | Reserve for the Forums and dinner via our website at http://www.northernchaptervscpa.com/events-next-meeting.asp before noon, Thursday, May 21. | |||||||||||||
| DINNER SPEAKER: |
This VSCPA Professional Issues Update will include an overview of the key forces that are shaping the CPA profession and the issues currently important to CPAs. Our speakers will cover important issues such as State and Federal legislation, Virginia Board of Accountancy regulations, and the VSCPA financial literacy initiative.
Stephanie Peters, CAE, is President and CEO, Virginia Society of CPAs. She leads the VSCPA on national and state professional issues, legislative and regulatory oversight, strategic planning, Board of Directors relations, Board resolutions and policies, and external relations. James K. Walker, CPA, is President and owner of Walker Consulting Group and is currently serving as Chair of the VSCPA Board of Directors. | |||||||||||||
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FORUM A - 4:30 - 6:30 p.m. (2 CPE)
ETHICS
Complete your annual Ethics requirement with this excellent program presented by one of our most popular speakers, Art Auerbach, CPA. Art is Tax Director with Goodman and Company, McLean, VA. He specializes in tax consulting and estate and financial planning for individuals and closely held businesses. He is a nationally recognized lecturer on a variety of tax topics for the continuing education requirement for CPAs. Over the course of more than 40 years, he has managed a tax department, taught intermediate and cost accounting at Pace University as an adjunct professor and served as editor for the Tax Research Institute of America. He has also authored several articles for trade association periodicals and appeared on television evening news programs answering various tax questions. Art is Past President of the NCVSCPA.
FORUM B - 5:30 - 6:30 p.m. (1 CPE)
TAX ISSUES IN SPECIAL NEEDS & ELDERCARE PLANNING
Increasing longevity and medical advances have led to higher expenses for the disabled and elderly population. Employers and employees, and their tax advisors, must be aware of the tax strategies to maximize resources available to care for these populations. In this session, Christopher Waddell, CFP, will explore these strategies, including employer-sponsored long-term care plans, tax deductions, exemptions and credits, and Medicaid planning. Christopher is the Managing Principal of the Waddell Group, Vienna, VA, providing financial guidance for more than two decades. Since 2006, he has been named in the Consumer Research Council of America's Guide to America's Best Financial Planners. In January 2008, he appeared on Comcast CNN's Headliners and Newsmakers, and in June 2008, on CNBC's Power Lunch with Hampton Pearson. He is adjunct faculty at Georgetown University, teaching investment and financial planning to professionals pursuing post-graduate education. He is currently co-chair of the Personal Financial Planning Committee of the NCVSCPA.
Sponsored by Tax Committee. | ||||||||||||||
| COMMITTEE MEETINGS: |
BUSINESS VALUATION & LITIGATION SUPPORT Committee will meet at 8:00 am on Wed., May 20th at the offices of Murray, Jonson, White & Associates, 6402 Arlington Blvd #1130, Falls Church, VA 22042. Bob Hersh will speak about Fraud Avoidance, followed by an open discussion about Fair Value - FAS 157. If you are interested in joining us or have any questions, please contact Jahan by email jahan_jewayni@ml.com or phone at 703-734-8077.
MANAGEMENT OF AN ACCOUNTING PRACTICE committee will meet on Thursday, May 21, at 11:00 AM at the offices of Matthews, Carter and Boyce. Please contact Beth Ladyko at 703-218-3600 to confirm attendance. | |||||||||||||
