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Quarterly Market Investment Update 2024 (Q2)

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.

Certified Nonprofit Accounting Professional (CNAP) Program

Councilor, Buchanan & Mitchell’s (CBM) next Certified Nonprofit Accounting Professional (CNAP) program will be  hosted on October 15-16, 2024. CNAP is a two-day training and exam-based certificate program that provides not-for-profit bookkeepers,... Read more ›

Year-End Tax Planning and Market Update

Microsoft Teams

Please join CBM for an informative webinar scheduled for Wednesday, December 4th, from 8:30 am to 9:30 am EST, featuring Richard E. Morris, CPA, MST, executive vice president and director of tax... Read more ›

Year-End Tax Planning and Market Update #2

Microsoft Teams

Please join CBM for an informative webinar scheduled for Wednesday, December 12th, from 11:00 am to 12:00 pm EST, featuring Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M.... Read more ›