Incorporating philanthropy into a financial plan is a goal of many.  Having an impact is rewarding, purposeful and beneficial for the donor and receiver alike! But where to start? What implications does it have... Read more ›

This two-day Team Training course is open to all fields. Participants will be Collaboratively trained and be able to open their own practice in this growing field. For those already Collaboratively trained,... Read more ›

Pat Drolet will be presenting on new tax law as relates to small pass-through businesses and the various types of entities (S-corp, LLC, etc.) and unique aspects of each including how to pay... Read more ›

Richard Morris and Norah Jones to present a lunchtime seminar for members of the Japan American Society of Washington, DC to highlight tax implications from the recent tax legislation, the Tax Cuts and... Read more ›

On Monday, October 22nd, a Principal from CBM will co-present to the Collaborative Dispute Resolution Professionals about the Tax Cuts and Jobs Act. In this workshop we will discuss the 2018 tax reform... Read more ›

CBM looks forward to participating in the Center for the Study of Social Policy's 40th anniversary gala in Washington, DC. CSSP works with policymakers and communities across the country to improve the... Read more ›

An upcoming November 7 event, hosted by CBM - Councilor, Buchanan & Mitchell, P.C., will address top considerations for parents and grandparents who have invested or are considering investing in a 529... Read more ›

Patricia Drolet, CPA, PFS Executive Vice President Pat Drolet of CBM will present on GAAP Accounting rules and updates, paying careful attention to financial reporting compliance changes that take effect this year. This... Read more ›

John Comunale, board member and treasurer of the Catholic Business Network of Montgomery County, will participate in CBN-MC’s 25th anniversary gala on Friday, November 30 at the Bethesda North Marriott Hotel and... Read more ›

CBM has scheduled a complimentary professional education event at the firm’s Washington, DC office to help professionals understand how to navigate those areas of financial planning that can lead to a successful... Read more ›