MEETING REGISTRATION NOW OPEN! Hello to all of our LEPC Members! We are excited for our next monthly meeting to be held IN-PERSON on Tuesday, November 8th when our presentation will be: Tax Updates and Planning for Tax Year 2022 presented by: Angie Toney of Angel Financial Services, LLC To register, just click the button below. We appreciate you and look forward to seeing you in November. --Your LEPC Board

REGISTER FOR THE IN-PERSON NOVEMBER 8TH MEETING

This meeting will be IN PERSON at River Creek Country Club, Leesburg REMINDER: You must have an updated membership to receive the discounted event price. Please update your membership before registering for this event.

About the Presentation Tax Updates and Planning for Tax Year 2022 Important information will be shared affecting tax year 2022, including qualifying for tax reliefs related to natural disasters and how to claim the loss. If you have a small business, understand which tax credits and benefits are available to lower tax liability. Enrolled Agents can earn 1 CE for attending this presentation.

ABOUT THIS MONTH'S SPEAKER Angie Toney is the owner of Angel Financial Services LLC where she creates strategies for taxpayers who need to get the IRS off their backs and out of their pockets. She has had a successful career for over 30 years in corporate internal audit. She developed strong investigatory and problem-solving skills in that profession. In addition, a commitment to ethics and compliance makes her a trustworthy practitioner in tax representation cases.

Her ultimate goal is to close the IRS and/or state cases with the least amount of liability as possible. To date, Ms. Toney has saved her clients over one million dollars in tax liability through fair installment agreements, current non-collectible status, offers and proper tax planning. Ms. Toney’s credentials include a BS in Accounting and an MA in Global Management. She is a New York Certified Public Accountant / Personal Financial Specialist (CPA/PFS), Certified Tax Planner (CTP), and a Certified Fraud Examiner (CFE). Ms. Toney is married with two children and lives in Northern Virginia. Outside of work, she enjoys various types of volunteer work such as mentoring youths and participating in adult literacy/training programs. She serves as a board member on the Loudoun Estate Planning Council, a local nonprofit association with a mission to provide an inclusive and interdisciplinary forum for estate-planning professionals to foster relationships and enhance their proficiency in the field, and to promote charitable programs that educate the public about the importance of estate planning. Learn more about Angel Financial Services, LLC

REGISTER FOR THE NOVEMBER 8TH MEETING

This meeting will be IN PERSON at River Creek Country Club, Leesburg REMINDER: You must have an updated membership to receive the discounted event price. Please update your membership before registering for this event.

Mark Your Calendar for Future Networking Events! Monthly Meetings are held the SECOND Tuesday of the month from 8:00 am - 10 am. River Creek Country Club 43800 Olympic Blvd. Leesburg, VA 20176 December 13, 2022 - Amy Owen, Community Foundation for Loudoun & Northern Fauquier Counties We are currently working on the speaker schedule for 2023. If you or someone you know would like to present to our group, please visit our website. Please know: LEPC works hard to provide industry experts to speak at the monthly meeting on a variety of topics surrounding Estate Planning. LEPC also tries to make Continuing Education credits available to attendees.

MEMBERSHIP Please consider joining LEPC and help us continue to educate our vibrant communities about the importance of all aspects of Estate Planning. Join LEPC

Benefits of LEPC include: Growing your current network with others in the financial field Continuing Education Credit opportunities Members-only events Personal access to the National Association of Estate Planners and Councils which includes their annual National Conferences, e-newsletter, publications, unique services, discounts on software, and more!

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