Events from December 12 – January 23, 2025 – Councilor, Buchanan & Mitchell (CBM)

Name: Quarterly Market Investment Update 2025 (Q1)
Start: 2025-01-23T11:00:00-05:00
End: 2025-01-23T12:00:00-05:00

(301) 986-0600

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December 2024

Thu 12

December 12 @ 11:00 am - 12:00 pm

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 ›

January 2025

Thu 23

January 23, 2025 @ 11:00 am - 12:00 pm

Quarterly Market Investment Update 2025 (Q1)

Microsoft Teams

Virtual Event

The complimentary Quarterly Market and Investment Update webinar series is hosted by CBM's fee-only wealth management subsidiary, May Barnhard Investments. Join Gregory M. Estes CFA, MBI senior portfolio and relationship manager, and Stephanie... Read more ›

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Bethesda, MD

7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814-3048
301.986.0600

Washington, DC

1200 G Street, NW
Washington, DC 20005
301.986.0600
(meeting space only)

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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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