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 ›
Shelter in place, working remotely, altered spending, uncertain income, self-quarantine, large increases (or large decreases) in assets … it’s no wonder many couples getting divorced or thinking of separating during the current... Read more ›
CBM partners Judy Barnhard and Alex Seleznev are scheduled to lead a presentation on Maximizing Social Security Benefits and Avoiding Mistakes at the Greater Washington Society of CPAs' Nonprofit Symposium on Wednesday,... Read more ›
Julia Lafferty, partner and director of CBM's not-for-profit group, and Anthony Cuozzo, senior advisor, are scheduled to present on the "Impact of the New Revenue Recognition Standards on Contributions, Grants and Paycheck... Read more ›
Debbie May, CPA, CFP®, CDFA®, partner at CBM and lead for the firm’s divorce litigation division, will present on December 5 at 2:00 pm for the Maryland Council of Dispute Professionals. Members... Read more ›
Description: New legislation under consideration on Capitol Hill and recent spikes in market turbulence have provided uncertainty across the country. What is reliable, however, is CBM’s annual year-end tax and investment planning... Read more ›
Divorce Finance and Litigation Support Manager, Jamie S. Blum, CPA, CDFA®, will be participating in a podcast on Thursday, December 16, 2021 with Reese Law called Family Matters with Reese Law. Reese... Read more ›