Contents
CI/SIG
MISIG

Computerized Investing Special Interest Group
(CI SIG)

Meetings:
4th Saturday of each month (except August & December)
Location:
Lorton Library
9520 Richmond Highway
Lorton, VA 22079
(See map)
Tel: 703-339-7385
Contact:
Paul Grems Duncan send email
Archives:
CI SIG Retrospective - Oct, 2002 - SEP, 2006 * * * 4 Years 
Recent: 2017   2016   2015   2014   2013   2012   2011

CI SIG Coming Events


Watch For Meeting Information



Maryland Investment Special Interest Group
(MISIG)

Meetings:
Check below for details
Location:
Bethesda Library
7400 Arlington Road,
Bethesda, MD 20814 (see map)
Time:
7:30 p.m. to 10:00 p.m.
Contacts:
Andy Thompson e-mail
Ferd Hassler e-mail
Sondra Katz e-mail
To join the mailing list, send an email to Sondra Katz

MISIG Coming Events


Date: January 19, 2017 (third Thursday)
Speakers:
Alan Gordon, CPA, Michael Elliano, CPA and Kevin Matthews, CPA
Topic:
Alan and Michael will speak on ""Tax Law Changes for Investors for 2016, Prospects for 2017" and Kevin will discuss some of the tax implications of the new Administration.
Details:
Each year in January we have benefited from the accounting perspectives of Alan Gordon and Michael Elliano of Alan's accounting firm www.algcpa.com. They have consistently updated us on recent changes in tax laws which can impact investors, as well as other salient changes and issues for the current tax filing year, including exemptions, social se, annual gift amounts, estate exclusion and mileage rates, just to mention a few. For those not familiar with Alan and Michael, see their website for the accounting background. Kevin Matthews launched a new company, Beta Solutions CPA, LLC www.betasolutionscpa.com in November of 2016. Beta Solutions is a full-service accounting firm specializing in business services, international taxation and retirement plan consulting located in the Reston, VA area. Previously he worked at KPMG.
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Date: February 16, 2017 (third Thursday)
Speaker:
Eddy Elfenbein, founder of the Crossing Wall Street (CWS) fund
Topic:
Discussion of ETFs and his criteria for selecting the twenty stocks of his CWS fund www.crossingwallstreet.com
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Date: March 16, 2017 (third Thursday)
Speaker:
John Cole Scott, Executive Vice President, Closed-End Fund Advisors, Inc. www,cefadvisors.com ()
Topic:
Closed End Funds - how they work, their pros and cons for investors.
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Date: April 20, 2017 (third Thursday)
Speaker:
Carolann Brown
Topic:
State of the Market
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Date: May 18, 2017 (third Thursday)
Speaker:
TBA
Topic:
TBA
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Date: June 19, 2017 (third Monday)
Speaker:
TBA
Topic:
TBA
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Chapter Officers

  • President:
     Wilbert Nixon
  • Vice President:
     Steven Arquiette
  • Secretary:
     Atul Agrawal
  • Treasurer:
     Gloria Loew

Board of Directors

  • Peter Chandler
  • Joseph Croman
  • Joy Garrish
  • Martha Granger
  • Tony Hausner
  • Sondra Katz
  • Vas Madhava
  • Kenneth Williams

Contact Information

General Information
301­-593-4542
Questions about registration
703­-879-8480

To subscribe to our monthly e-mail announcements
click here

Mailing Address
AAII Washington DC Metro Chapter
P.O. 2751
Merrifield, VA 22116


Links to
AAII National
Website
  • Home page
  • Local Chapter