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Medicare – A Critical Cornerstone for Retirement

CBM - Councilor Buchanan & Mitchell, P.C. 7910 Woodmont Ave, Suite 500, Bethesda, MD, United States

Registration for this event is now closed. If you have any questions about Medicare or wish to be signed up for future presentations, please contact one of our presenters on CBM's online... Read more ›

2019 LGBT Chief Financial Officer Conference

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 event is hosted by MAP (Movement Advancement... Read more ›

Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure (for the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium)

Walter E. Washington Convention Center 801 Mt Vernon Place NW, Washington, DC, United States

CBM's Dan Weaver and Tony Cuozzo will present, "Crafting the Financial Statement Notes for FASB's New Liquidity Disclosure" at the 2019 Greater Washington Society of CPAs' Not-for-Profit Symposium on Wednesday, December 18... Read more ›

Retirement Assets In Family Law Cases

CBM - Councilor Buchanan & Mitchell, P.C. 7910 Woodmont Ave, Suite 500, Bethesda, MD, United States

CBM Principal Jane Ochsman Rowny and Financial Consulting Manager Jordan Egert will lead a comprehensive presentation of financial and tax considerations of retirement assets in divorce.  They will present on tax considerations... Read more ›

Not-for-Profit Financial Reporting Standards Update

1150 18th Street, NW, Suite 550, Washington, DC 20036

Executive Vice President and Director of CBM's not-for-profit practice, Dan Weaver, CPA, will present an update on not-for-profit financial reporting standards. In addition, he will discuss the recent repeal of unrelated business... Read more ›

CANCELLED – An Introduction to Sustainable Investing

CBM - Councilor Buchanan & Mitchell, P.C. 7910 Woodmont Ave, Suite 500, Bethesda, MD, United States

Due to public health recommendations, this presentation will be delayed until further notice. Please contact us at 301.986.0600 with any questions.   As environmental and socially-conscious concerns play an important role in the... Read more ›