Despite common misperceptions, estate planning is not just for the rich. Everyone should invest in this process to manage their personal affairs. In the event that something unexpected or unfortunate occurs, your... Read more ›

Councilor, Buchanan & Mitchell, and its financial advisory subsidiary MBI, are teaming up with Paladin Life Care to present a not-to-be-missed seminar on retirement planning, including addressing life care choices.  If you... Read more ›

Not-for-profit associations face several growth-related challenges—not least of which is figuring out how to scale their financial operations. An increasing number of associations (likely impacted by the impact of COVID-19) lack a... Read more ›

One of the most beneficial conversations someone can have with their significant other is about money. Several areas of misunderstanding could lead to disagreement and seriously impact your relationship, so it is... Read more ›

2021. Here we come! Don't miss out on closing the door to 2020 on a positive financial planning note. Debbie May, Executive Vice President of Councilor, Buchanan & Mitchell, P.C. and Chief... Read more ›

This session has been cancelled. Please consider registering for one of our other year-end tax and financial planning seminars. Click the title of each session below to be routed to the respective... Read more ›

Councilor, Buchanan & Mitchell has scheduled a year-end tax and financial planning webinar, and a 2020 market update, for auto dealerships on Wednesday, December 9, from 9 am to 10 am EST.... Read more ›

Councilor, Buchanan & Mitchell has scheduled a year-end tax and financial planning webinar and a 2020 market update for Thursday, December 10, from 9 am to 10 am EST. Richard Morris, CBM... Read more ›

Dan Weaver, director of CBM's not-for-profit practice, Senior Vice President Judy Barnhard, and Senior Advisor Tony Cuozzo are scheduled to present at the 2020 Greater Washington Society of CPAs’ (GWSCPA) Nonprofit Symposium... Read more ›

2021 is right around the corner, while the U.S. presidential election has passed. In between these two events is today—the very best time for law firms such as yours to consider the... 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 ›

  Like nearly every other industry, the COVID-19 pandemic has affected the dealership industry. Disruptions to manufacturer supply chains have led to significant reductions in year-end inventories. But this reduction does not... Read more ›

Ever since the pandemic shuttered significant parts of the economy in mid-March 2020, the federal government has continued to provide relief funding to small businesses and their employees through a variety of... Read more ›

Councilor, Buchanan & Mitchell has announced an upcoming webinar focused on the impact of new Paycheck Protection Program stimulus funding on not-for-profit organizations. As part of the second round of PPP funding... Read more ›

Debbie May, Executive Vice President of Councilor, Buchanan & Mitchell, P.C. and Chief Investment Officer of MBI, CBM’s investment advisory subsidiary, and Alex Seleznev, Senior Advisor and Chief Operating Officer of MBI,... Read more ›

Why would you choose to work with a financial advisor? How will you select a small or a large firm, or an individual, to collaborate with....and what are the costs? Join CBM... Read more ›

Councilor, Buchanan and Mitchell, and Selzer Gurvitch Attorneys at Law have scheduled a one-hour educational session on Tuesday, February 23 to highlight key areas of Medicare and Medicaid everyone should be aware... Read more ›

The Employee Retention Credit, introduced under the 2020 CARES Act, provided relief to businesses that experienced a partial or complete shutdown due to the pandemic by providing a credit based on qualified... Read more ›

Councilor, Buchanan & Mitchell and the firm's financial advisory subsidiary, MBI, have scheduled their 2021 Q2 Market Update for Thursday, April 22 from 12 pm to 1 pm. Join Debbie May, CBM... Read more ›

Councilor, Buchanan & Mitchell is proud to serve as a silver sponsor of the Greater Washington Society of CPAs' 2021 Employee Benefit Plans Virtual Conference, which is scheduled for May 11-12, 2021.... Read more ›

Julia Lafferty, a principal at Councilor, Buchanan & Mitchell, P.C., will participate in an Ask the Experts panel session at the 2021 Greater Washington Society of CPAs Employee Benefit Plans Virtual Conference... Read more ›

Councilor, Buchanan & Mitchell, P.C. is proud to serve as a Silver Sponsor with the Greater Washington Society of CPA's 2021 Women's Leadership Virtual Conference. The Women’s Leadership Section of the GWSCPA... Read more ›

CBM Manager Reema Patel, CPA is scheduled to co-present on “Re-Imagining the Path to Partnership” for the Accounting MOVE Project and the Accounting & Financial Women’s Alliance during their annual mini-summit on... Read more ›

Councilor, Buchanan & Mitchell, P.C. has scheduled a 75-minute presentation about the Biden Administration's proposed tax plan. Join CBM Tax Practice Director Richard Morris on Tuesday, June 29, as he reviews with... 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 ›

Councilor, Buchanan & Mitchell and the firm's financial advisory subsidiary, MBI, have scheduled their latest Quarterly Market Investment Update presentation for Tuesday, July 27 from 12 pm to 1 pm. Join Debbie... 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 they can implement and decisions they can make... Read more ›

New legislation under consideration seeks to supplement the SECURE Act of 2019, which had the potential to impact retirement decision-making for millions of Americans when it was passed two years ago. With... Read more ›

Financial neutrals are valuable team members for cases of varying complexity – not just wealthy clients. Debbie May, partner and a director of the firm's divorce litigation practice will join two other... Read more ›

Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session. Description: You have established a successful career and made financial decisions along the way that have put... Read more ›

Click here to register.  The importance of developing a comprehensive financial plan cannot be understated in the current volatile environment. What are some of the most important considerations that would help you... Read more ›

Click here to register. Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on... Read more ›

Shelter in place, working remotely, altered spending, uncertain income, self-quarantine, large increases (or large decreases) in assets … it’s no wonder many couples getting divorced or thinking of separating during the current... Read more ›

CBM partners Judy Barnhard and Alex Seleznev are scheduled to lead a presentation on Maximizing Social Security Benefits and Avoiding Mistakes at the Greater Washington Society of CPAs' Nonprofit Symposium on Wednesday,... Read more ›

Julia Lafferty, partner and director of CBM's not-for-profit group, and Anthony Cuozzo, senior advisor, are scheduled to present on the "Impact of the New Revenue Recognition Standards on Contributions, Grants and Paycheck... Read more ›

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 ›