This is the second session of for this webinar. The first session is on August 10. (Interested attendees need only participate in one session as part of Upstream Academy's Growing Strategically webinar... Read more ›

As the deadline to apply for a Paycheck Protection Program loan passed a few weeks ago, attention now turns to loan forgiveness. More recently, the Small Business Administration released a set of... Read more ›

Building long-term financial security is a marathon, not a sprint. Many new-career professionals or those seeking a better grasp of personal finance fundamentals may lack an understanding of strategies and decisions they... Read more ›

Registration for this event is now closed. Please email CBM's marketing coordinator, Austen Schweber, if you wish to receive the presentation slides. COVID-19 has upended how businesses operate, leading many owners to... 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 Portfolio Strategist, will provide a... Read more ›

CBM Senior Accounting Elliot Antokas and Maria Luck will participate in a virtual panel session at the 2020 Hermes Expo on the benefits of remote accounting to help small businesses succeed. For... Read more ›

CBM Principal Jane Ochsman Rowny and Manager Jordan P. Egert are leading a session on working from home during the COVID-19 era for Collaborative Professionals of Northern Virginia. Jordan and Jane are... Read more ›

You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it’s never a bad time to... Read more ›

The past few years have brought several changes to not-for-profit accounting and financial statement preparation, the most significant of which has been in the area of revenue. FASB’s Accounting Standards Updates 2018-08... Read more ›

CBM Executive Vice President Debora E. May is leading a virtual discussion with the organization New Beginnings, on divorce separation support. New Beginnings is a marital separation support group based in the... Read more ›

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 ›

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 ›

Led by members of Councilor, Buchanan & Mitchell (CBM)'s experienced not-for-profit team, this two-day educational training is held twice a year to provide rigorous professional development to not-for-profit executives, controllers, staff accountants,... Read more ›

ASC 842 applies certain organization’s with a lease or sublease and is intended to increase transparency and comparability among lessees by recognizing lease assets and lease liabilities on the balance sheet and... Read more ›

  Jane Ochsman Rowny, CPA, CFP®, CDFA®, Jamie S. Blum, CPA, CDFA® and Jordan Egert, CPE, CFE, CDFA® proudly announce that their presentations "Maximizing the Magic of the Financial Neutral On the... Read more ›

CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Wednesday, November 9 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®,... Read more ›

Join CBM Partners and Directors of Wealth Management and Financial Planning Services Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Thursday, November 17, 2022 from 5:00 pm to 6:00 pm EST... 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 ›

Jamie S. Blum, CPA, CDFA®, senior divorce finance and litigation support manager at Councilor, Buchanan & Mitchell (CBM), will present on Friday, February 3, on the role of the financial neutral in... Read more ›

Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Thursday, February 9, 2023 from 11:00 am to 12:00 pm EST, as... Read more ›

CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, February 16 from 11 am to 12 pm EST. Join Aleksandr S. Seleznev, MBA, CFP®,... Read more ›

Jane Ochsman Rowny, CPA, CFP®, CDFA®, a partner at Councilor, Buchanan & Mitchell (CBM) and a director of the firm’s divorce and litigation practice group, will co-present on Thursday March 9 on... Read more ›

Councilor, Buchanan & Mitchell has scheduled a one-hour webinar with guest speaker Jan Brito, REALTOR® and associate broker of Brito Associates of Compass, and Alex S. Seleznev, MBA, CFP®, CFA, CBM partner, on Thursday,... Read more ›

CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 20 from 11 am to 12 pm EST. Join Alex S. Seleznev, MBA, CFP®, CFA,... Read more ›

Late last year, Congress passed the Consolidated Appropriations Act of 2023, which included new retirement savings rules collectively referred to as SECURE 2.0. The new law expands on the original SECURE Act... Read more ›

The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. Registration has been closed.  CBM, P.C. is... Read more ›

Alex Seleznev, MBA, CFP®, CFA, a partner and a director of wealth management and financial planning services at Councilor, Buchanan & Mitchell, will present to clients of Capital Senior Solutions on top ideas and... Read more ›

Councilor, Buchanan & Mitchell and Jacobson Family Law Firm, a Columbia, MD-based family law firm, have scheduled an hour-long webinar entitled “Divorcing Later in Life: Top Planning Ideas and Mistakes to Avoid”... Read more ›

CBM and its wealth management subsidiary, MBI, have canceled their latest Quarterly Market Investment Update presentation for Thursday, August 3 from 11 am to 12 pm EST. Please stay tuned for 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 ›

The Certified Nonprofit Accounting Professional (CNAP) program, to be delivered virtually by CBM - Councilor, Buchanan & Mitchell P.C. on October 17 - 18, 2023, is a two-day training and exam-based certificate... Read more ›

Councilor, Buchanan & Mitchell and the firm's wealth management subsidiary, May Barnhard Investments, scheduled their Quarterly Market Investment Update (Q4) presentation for Thursday, November 9 from 11 am to 12 pm EST.... Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2023 Virginia Collaborative Professionals annual conference on November 13, 2023. Members of CBM’s divorce and litigation practice will participate in the conference, which... Read more ›

Please join CBM for an informative webinar scheduled for Wednesday, November 29th, from 8:30 am to 9:30 am EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›

Judith P. Barnhard, CPA, CFP®, CDFA® , executive vice president and director of professional services, wealth management and financial planning, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and... Read more ›

Join us for a compelling webinar on Tuesday, January 16th, from 11 am to 12 pm EST, where two esteemed experts, Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services,... Read more ›

Councilor, Buchanan & Mitchell's wealth management subsidiary, May Barnhard Investments (MBI), has scheduled its 2024 Q1 Quarterly Market Investment Update presentation on Thursday, January 25 from 11 am to 12 pm EST.... Read more ›

  Join Judith P. Barnhard, CPA, CFP®, CDFA® and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partners and experienced certified financial planners at Councilor, Buchanan & Mitchell, as they help you and members... Read more ›

The complimentary Quarterly Market Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments.

The complimentary Quarterly Market Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments. Click here to visit MBI's website for more information including registration details.

Are you financially prepared for retirement? Join Reema Patel, CPA, CFP® and Stephanie Anderson, CFA, CFP®, CDFA®, respectively partner and senior manager of financial planning and wealth management for an insightful presentation... Read more ›