CBM will sponsor the spring symposium hosted by the DC Academy of Collaborative Professionals. This training event will offer a series of panel discussions exploring a different arena within the LGBTQ community.... Read more ›

Jane Ochsman Rowny presenting: Marital Home, Pension/Retirement, Insurance, Spousal Support   Co-Sponsored by: New Beginnings, Collaborative Practice Center of Montgomery County and Montgomery County Maryland Bar Foundation

Are you or your partner considering retirement? This major life transition impacts us financially, intellectually, emotionally, physically and spiritually. Therefore, it is important to embrace this change in a conscious and purposeful... Read more ›

Tom Bailey will join other professionals serving the area's subcontractor industry in a panel session to speak about the impact of the new tax legislation, the Tax Cuts and Jobs Act, on... Read more ›

This complimentary presentation will identify various resources for dealing with the emotional and financial challenges when separating and starting a new life.  The presentation is intended to provide information (not legal advice)... Read more ›

Join Wendy Moyers CFP®, CDFA®, senior financial advisor at CBM - Councilor, Buchanan & Mitchell, P.C., and the Greater Washington Community Foundation in a discussion about building philanthropic giving decisions into your... Read more ›

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 ›