Estate Planning, Wealth Transfer and Charitable Giving Seminar

Name: Estate Planning, Wealth Transfer and Charitable Giving Seminar
Start: 2019-05-15T18:00:00-04:00
End: 2019-05-15T20:00:00-04:00
Location: Palisades Library

May 15, 2019 @ 6:00 pm - 8:00 pm Eastern

« Corporate and Individual Tax Planning Under the New Tax Law (for the American Subcontractors Association)
Accounting Standards Update (for the Maryland Association of CPAs Educators Conference) »

CBM Senior Advisor Ted Chaconas will present at an estate planning seminar at the Palisades Library. Topics scheduled to be covered during the event include estate planning best practices, wealth transfers and charitable giving. Ted currently serves as a board member of Palisades Village, the group hosting the presentation. Palisades Village is a Washington, DC community focused on enabling older adults to remain in their homes, living independently, comfortably and safely as long as possible.

Ted Chaconas, CBM Senior Advisor

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Details

Date:: May 15, 2019
Time:: 6:00 pm - 8:00 pm

Venue

: Palisades Library
: 4901 V Street Northwest
Washington DC, DC 20007 United States + Google Map

« Corporate and Individual Tax Planning Under the New Tax Law (for the American Subcontractors Association)
Accounting Standards Update (for the Maryland Association of CPAs Educators Conference) »

Bethesda, MD

7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814-3048
301.986.0600

Washington, DC

1200 G Street, NW
Washington, DC 20005
301.986.0600
(meeting space only)

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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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