Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation the evening of Wednesday, May 1 about the top seven ways to maximize your social security benefits... Read more ›
CBM's Chairwoman of the Board Patricia Drolet, Principal Julia Lafferty and Manager Mark Thomas are scheduled to present at the Greater Washington Society of Certified Public Accountants' 6th Annual Employee Benefit Plans... Read more ›
As you prepare for the end of your professional career and look forward to retirement, important considerations remain to ensure your financial well-being continues. CBM Senior Vice President Judy Barnhard, Manager Jordan... Read more ›
In late 2017, Congress passed the Tax Cuts and Jobs Act, the most significant tax legislation to pass in several decades. The new law will have some significant effects on subcontracting organizations,... Read more ›
CBM Senior Advisor Ted Chaconas will present at an estate planning seminar at the Palisades Library. Topics scheduled to be covered during the event include estate planning best practices, wealth transfers and... Read more ›
Senior Adviser Anthony Cuozzo will speak at 9:30 am during the 2019 MACPA Accounting Educators Conference, reviewing FASB Accounting Standards Updates issued in the past several years that have broad applicability to... Read more ›
CBM Managing Partner Pete Reilly and Marketing Director Joe Kovacs will present "Seven Firms in Five Years - I Have a Feeling We're Not In Kansas Anymore" at the Association for Accounting... Read more ›
CBM Managing Partner Pete Reilly will present "Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore" on Wednesday, June 19 at 11 am at the Rainmaker... Read more ›
Join CBM for an upcoming presentation—back by popular demand—on strategies to help a child or grandchild prepare for a future in higher education. During this Wednesday, June 26 event, Senior Financial Advisor... Read more ›
Senior Vice President Judy Barnhard and Senior Investment Advisor Aleksandr Seleznev will lead a presentation on strategies for managing retirement for federal employees. Topics to be covered will include: Federal Employees Retirement... Read more ›