Document Library

File Name Date Added
Founders Day Luncheon at Old Dominion University 09/29/2016
Signature Event - Our Term Insurance Minefiled 05/06/2016
2017-2018 Membership Directory 09/28/2017
2017/2018 Directory Ad Contract 07/13/2017
2017-2018 Meeting Sponsorships 06/21/2017
Membership Application 07/21/2017
Young CPA Happy Hour - April 20, 2017 03/14/2017

Attendance Forms

File Name Date Added
November MCLE Attendance Form 11/28/2016
Virginia MCLE Board - TEDD005 - 2016 09/13/2016
November MCLE Attendance Form 11/17/2017
September MCLE Attendance Form 08/31/2017
May MCLE Attendance Form 05/31/2017
March MCLE Attendance Form 02/24/2017

Presentations

File Name Date Added
All About that Basis - November 15, 2016 11/16/2016
Helping to Secure Your Clients' Retirement - September 20, 2016 09/13/2016
The Changing Nature of Philanthropic Engagement May 17, 2016 05/12/2016
Releasing & Modifying Gift Restrictions, Attorney Heather Lockerman, HREPC March 15, 2016 03/17/2016
Assessing and Planning for Clients’ Charitable Goals 09/08/2017
PUMIFA Program Related Assets Article March 15 03/08/2016
ULC UPMIFA Summary March 15 03/08/2016
The Attorney General's Role in Modifying the Purpose and Disposition of Charitable Assets or Please 03/08/2016
Beneficiary Defective Inheritors Trust 01/13/2016
The Best Planning Ideas for an Estate of 1 to 20 Million 01/20/2015
Bankruptcy, Creditor Protection and Fraudulent Transfers in the Context of Estate and Financial Plan 05/11/2017