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 ›
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 ›
Councilor, Buchanan & Mitchell (CBM) to be a bronze sponsor of the 2022 Greater Washington Society of CPAs' annual Nonprofit Symposium. The GWSCPA nonprofit symposium, to be held on December 13, 2022, brings... 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 ›