CBM Principal Jane Ochsman Rowny and Manager Jordan P. Egert are leading a session on working from home during the COVID-19 era for Collaborative Professionals of Northern Virginia. Jordan and Jane are... Read more ›
You have established a successful career and made financial decisions along the way that have put you on a strong footing for the future. Of course it’s never a bad time to... Read more ›
The past few years have brought several changes to not-for-profit accounting and financial statement preparation, the most significant of which has been in the area of revenue. FASB’s Accounting Standards Updates 2018-08... Read more ›
CBM Executive Vice President Debora E. May is leading a virtual discussion with the organization New Beginnings, on divorce separation support. New Beginnings is a marital separation support group based in the... Read more ›
Despite common misperceptions, estate planning is not just for the rich. Everyone should invest in this process to manage their personal affairs. In the event that something unexpected or unfortunate occurs, your... Read more ›
Councilor, Buchanan & Mitchell, and its financial advisory subsidiary MBI, are teaming up with Paladin Life Care to present a not-to-be-missed seminar on retirement planning, including addressing life care choices. If you... Read more ›
Not-for-profit associations face several growth-related challenges—not least of which is figuring out how to scale their financial operations. An increasing number of associations (likely impacted by the impact of COVID-19) lack a... Read more ›
One of the most beneficial conversations someone can have with their significant other is about money. Several areas of misunderstanding could lead to disagreement and seriously impact your relationship, so it is... Read more ›
2021. Here we come! Don't miss out on closing the door to 2020 on a positive financial planning note. Debbie May, Executive Vice President of Councilor, Buchanan & Mitchell, P.C. and Chief... Read more ›
This session has been cancelled. Please consider registering for one of our other year-end tax and financial planning seminars. Click the title of each session below to be routed to the respective... Read more ›