Late last year, Congress passed the Consolidated Appropriations Act of 2023, which included new retirement savings rules collectively referred to as SECURE 2.0. The new law expands on the original SECURE Act... Read more ›

The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. Registration has been closed.  CBM, P.C. is... Read more ›

Alex Seleznev, MBA, CFP®, CFA, a partner and a director of wealth management and financial planning services at Councilor, Buchanan & Mitchell, will present to clients of Capital Senior Solutions on top ideas and... Read more ›

Councilor, Buchanan & Mitchell and Jacobson Family Law Firm, a Columbia, MD-based family law firm, have scheduled an hour-long webinar entitled “Divorcing Later in Life: Top Planning Ideas and Mistakes to Avoid”... Read more ›

CBM and its wealth management subsidiary, MBI, have canceled their latest Quarterly Market Investment Update presentation for Thursday, August 3 from 11 am to 12 pm EST. Please stay tuned for the... 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 ›

The Certified Nonprofit Accounting Professional (CNAP) program, to be delivered virtually by CBM - Councilor, Buchanan & Mitchell P.C. on October 17 - 18, 2023, is a two-day training and exam-based certificate... Read more ›

Councilor, Buchanan & Mitchell and the firm's wealth management subsidiary, May Barnhard Investments, scheduled their Quarterly Market Investment Update (Q4) presentation for Thursday, November 9 from 11 am to 12 pm EST.... Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2023 Virginia Collaborative Professionals annual conference on November 13, 2023. Members of CBM’s divorce and litigation practice will participate in the conference, which... Read more ›

Please join CBM for an informative webinar scheduled for Wednesday, November 29th, from 8:30 am to 9:30 am EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and... Read more ›