CBM Manager Reema Patel, CPA is scheduled to co-present on “Re-Imagining the Path to Partnership” for the Accounting MOVE Project and the Accounting & Financial Women’s Alliance during their annual mini-summit on... Read more ›

Councilor, Buchanan & Mitchell, P.C. has scheduled a 75-minute presentation about the Biden Administration's proposed tax plan. Join CBM Tax Practice Director Richard Morris on Tuesday, June 29, as he reviews with... Read more ›

Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict... Read more ›

Councilor, Buchanan & Mitchell and the firm's financial advisory subsidiary, MBI, have scheduled their latest Quarterly Market Investment Update presentation for Tuesday, July 27 from 12 pm to 1 pm. Join Debbie... Read more ›

Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make... Read more ›

New legislation under consideration seeks to supplement the SECURE Act of 2019, which had the potential to impact retirement decision-making for millions of Americans when it was passed two years ago. With... Read more ›

Financial neutrals are valuable team members for cases of varying complexity – not just wealthy clients. Debbie May, partner and a director of the firm's divorce litigation practice will join two other... Read more ›

Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session. Description: You have established a successful career and made financial decisions along the way that have put... Read more ›

Click here to register.  The importance of developing a comprehensive financial plan cannot be understated in the current volatile environment. What are some of the most important considerations that would help you... Read more ›

Click here to register. Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on... Read more ›