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 ›
Councilor, Buchanan & Mitchell is proud to host Cozy Wittman, an experienced college search speaker with College Inside Track on Wednesday, September 28, from 6:30 to 7:30 pm EST. Cozy, a college planning... 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 ›
CBM has scheduled three hour-long sessions on November 29th 8:30 am - 9:30 am; December 7th at 11:00 am - 12:00 pm; and December 8th at 4:00 - 5:00 pm to bring you and/or... Read more ›
CBM has scheduled three hour-long sessions on November 29th 8:30 am - 9:30 am; December 7th at 11:00 am - 12:00 pm; and December 8th at 4:00 - 5:00 pm to bring you and/or... Read more ›