Year-End Tax Planning and Market Update
Microsoft TeamsCBM 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 ›
Loading view.
The Greater Washington Society of CPAs 2022 Nonprofit Symposium
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 ›
Maximizing Social Security Benefits and Avoiding Mistakes
Microsoft TeamsDetermining 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 Role of the Financial Neutral in Collaborative Divorce (for the University of Maryland’s Francis King Carey School of Law)
University of Maryland’s Francis King Carey School of LawJamie 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 ›
Demystifying Medicare – What You Should Know Now and in the Future
Microsoft TeamsJoin 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 ›
Quarterly Market Investment Update and Important Financial Considerations
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 ›
The Collaborative Law Process (for American University’s Washington College of Law)
American University Washington College of LawJane 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 ›
Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind (and a Real Estate Market Update)
Microsoft TeamsCouncilor, 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 ›
Quarterly Market Investment Update and Important Financial Considerations
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 ›
The SECURE 2.0 Legislation – New Retirement Planning Opportunities in 2023 and Beyond
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 ›