Loudoun Estate Planning Council Monthly Meeting with speaker Angie Toney of Angel Financial Services LLC

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 THE PRESENTER:
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.

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Signature Events

Annual Meeting & Community Leadership Awards

The Loudoun Chamber will celebrate its 55th Annual Meeting & Community Leadership Awards on Friday, January 20, 2023 at The National Conference Center. We will honor top community leaders as well as celebrate the success of the 2022 Board of Directors Chair, Shawn Mitchell, owner of Modern Mechanical. We will also welcome in our 2023 Board and the new Chair Carol Barbe, owner of Backflow Technology.

The 2023 Community Leadership Award winners in each category will have the opportunity to select one nonprofit organization to receive a $1,000 grant, thanks to the generosity of the Community Foundation for Loudoun and Northern Fauquier Counties. *Cocktail attire, please

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Chamber Classic

On Monday, August 15, 2022, the 40th Annual Chamber Classic was held at The Club at Creighton Farms. This event has been Loudoun County’s premier business golf tournament for four decades. The Chamber Classic offers our sponsors tremendous marketing exposure, and an incomparable day of golf on this Jack Nicklaus designed course. If your company’s target market includes senior level executives and business owners who have a passion for the game of golf, we invite you to consider a 2023 Sponsorship. Stay tuned for more information and pricing.

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Small Business Awards

For 28 years, the Loudoun Small Business Awards have been the most prestigious honors celebrating the best small businesses, entrepreneurs and nonprofit organizations in our Loudoun community. We hope you will join us to congratulate finalists and winners in 9 categories, including the top prize, at the 2022 Small Business of the Year. Winners are announced in front of a live audience of Loudoun’s top business and community leaders. This event will take place on Friday, November 4th at the Westfields Marriott Washington Dulles.     View Photos / View 2021 Finalists & Winners

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Valor Awards

 

This Spring, the Chamber will honor the Loudoun Chamber will honor first responders, our community’s real-life heroes, and several truly heroic citizens, for their courageous, often lifesaving actions at the 38th Annual Loudoun County Valor Awards. Stay tuned for the 2023 event date!

Click to view the 2022 Event PhotosClick to view the 2022 Valor Awards Program Book

 

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