Debbie May, CPA, CFP®, CDFA®, partner at CBM and lead for the firm’s divorce litigation division, will present on December 5 at 2:00 pm for the Maryland Council of Dispute Professionals. Members... Read more ›
Description: New legislation under consideration on Capitol Hill and recent spikes in market turbulence have provided uncertainty across the country. What is reliable, however, is CBM’s annual year-end tax and investment planning... Read more ›
Divorce Finance and Litigation Support Manager, Jamie S. Blum, CPA, CDFA®, will be participating in a podcast on Thursday, December 16, 2021 with Reese Law called Family Matters with Reese Law. Reese... Read more ›
Debora E. May, CPA, CFP®, CDFA®, a partner at CBM and a director of the firm's divorce litigation practice group, is scheduled to co-present on Wednesday, February 9, on the forensic... Read more ›
Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict... Read more ›
CBM Partner Jane Ochsman Rowny presented to a family law class for the American University Washington College of Law on collaborative divorce and the interdisciplinary team approach. With her co-presenters, Jane... Read more ›
Jamie Blum, CPA, CDFA®, divorce finance and litigation support manager, will be sharing her expertise on the various divorce options that include collaborative, mediation, litigation, attorney-negotiation and do-it-yourself with the Virginia Collaborative... Read more ›
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 21 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®,... Read more ›
Julia Lafferty, CPA, partner and director of not-for-profit and employee benefit plan services will be sharing her expertise during the 2022 Employee Benefit Plans Conference that is hosted by the Greater Washington... Read more ›
The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve not-for-profit clients throughout the country, to recognize excellence in the... Read more ›
Councilor, Buchanan & Mitchell is proud to serve as a hole sponsor for the WANADA Open which will be held on Monday, June 6, 2022 at the Trump National Golf Club in... Read more ›
Join Judith P. Barnhard, CPA, CFP®, CDFA®, partner and director of professional services, wealth management and financial planning services, and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partner and director of divorce... Read more ›
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Tuesday, July 19 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®,... Read more ›
As bitcoin and other cryptocurrencies move closer the mainstream, individuals and businesses must equip themselves with the knowledge and know-how to successfully engage in a broader range of financial transactions than ever... Read more ›
Councilor, Buchanan & Mitchell (CBM) is proud to serve as a sponsor of the Maryland Automobile Dealers Association's Golf Outing and Crab Feast that will take place at the Queenstown Harbor... Read more ›
Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies and decisions they can make to win the... Read more ›
Councilor, Buchanan & Mitchell (CBM) Senior Manager of Divorce Finance and Litigation Support, Jamie Blum, CPA, CDFA®, and Senior Manager of Litigation Support and Forensic Services, Jordan Egert CPA, CFE, CDFA® will... Read more ›