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Events

12/12/14


12 Add to Calendar

David De Jong to provide a Federal Tax Update

Date: December 12, 2014

Time: 8:00am - 12:00pm

Speaker(s): David S. De Jong

Event Type: Speaking Engagement

Sponsored By: Maryland Association of CPAs, Montgomery County Chapter

Location: Johns Hopkins University - Montgomery County Campus, 9601 Medical Center Drive, Rockville, Maryland 20850

The presentation will cover all of the major federal tax developments of the last 12 months, including laws, regulations, cases and rulings affecting both business and non-business taxpayers.

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12/04/14


04 Add to Calendar

David Torchinsky to teach a pre-retirement class

Date: December 4, 2014

Time: 8:30am - 11:30am

Speaker(s): David B. Torchinsky

Location: L'Enfant Plaza, 300 7th St. SW, Washington, D.C. 20024

Mr. Torchinsky will teach a pre-retirement class that focuses on estate planning basics to government employees.

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11/10/14


10 Add to Calendar

My Clients Have Primarily Retirement Assets – How Do I Plan Their Estates?

Date: November 10, 2014

Time: 11:45am - 1:00pm

Speaker(s): Steven A. WiddesCaroline Ford Bonaviri

Event Type: Speaking Engagement

Sponsored By: Bar Association of Montgomery County, Estate & Trust Law Section

Location: Shulman, Rogers, Gandal, Pordy & Ecker, PA, 12505 Park Potomac Ave, 6th Floor, Potomac, Maryland 20854

Mr. Widdes and Ms. Bonaviri will outline approaches estate planners should consider when advising clients with estates heavy in retirement plans. They will outline multiple planning alternatives and suggested approaches estate planners should consider when advising clients with estates heavy in retirement plans.

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11/08/14


08 Add to Calendar

Putting Flexibility in Estate Planning

Date: November 8, 2014

Time: 8:30am - 11:00am

Speaker(s): Steven A. Widdes

Event Type: Speaking Engagement

Sponsored By: American Association of Attorney-Certified Public Accountants

Location: Sofitel Lafayette Square, 806 15th St NW, Washington, D.C. 20005

Steve Widdes will focus on portability, income tax implications and estate planning document provisions that should be incorporated to handle future changes to the law.

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11/06/14


06 Add to Calendar

New Planning Opportunities for Attorney-CPAs

Date: November 6, 2014

Time: 12:00pm - 1:15pm

Speaker(s): David S. De Jong

Event Type: Speaking Engagement

Sponsored By: American Association of Attorney-Certified Public Accountants

Location: Sofitel Lafayette Square, 806 15th St NW, Washington, D.C. 20005

David De Jong will present with nationally renowned Sidney Kess during the AAA-CPA Annual Meeting.

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10/29/14


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David Torchinsky to address Library of Congress employees

Date: October 29, 2014

Time: 9:00am - 12:00pm

Speaker(s): David B. Torchinsky

Event Type: Speaking Engagement

Location: Library of Congress, 101 Independence Ave SE, Washington, D.C. 20540

David Torchinsky will present “Estate Planning in a Nutshell,” a pre-retirement course for government employees, to Library of Congress staffers.

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