In the next installment of our ongoing updates on the investment markets, Debbie May, CPA, CFP®, CDFA®, executive vice president at CBM and senior investment officer at MBI, CBM's financial advisory subsidiary,... Read more ›

With nearly $130 billion still available for businesses interested in relief from the Paycheck Protection Program, the Small Business Administration has extended the application deadline for new borrowers to August 8. At... Read more ›

This presentation is being held in partnership with The Greater Bethesda Chamber of Commerce. In today's digital age, many small businesses have considered the benefits of remote accounting to streamline operations and... Read more ›

CBM President and Managing Partner Peter Reilly will co-present in Upstream Academy's webinar series on considerations that managing partners and other firm leaders should make when their firms are experiencing significant growth.... Read more ›

The event listed below is a repeat of a presentation that was given on July 23rd by Vice President, John Comunale and Tax Supervisor, Tom Hudson for CPAacademy. CPAacademy will play a... Read more ›

As the deadline to apply for a Paycheck Protection Program loan passed last Friday, attention now turns to loan forgiveness. Less than a week ago, the Small Business Administration released a set... Read more ›

As the deadline to apply for a Paycheck Protection Program loan passed a few days ago, attention now turns to loan forgiveness. More recently, the Small Business Administration released a set of... Read more ›

This is the second session of for this webinar. The first session is on August 10. (Interested attendees need only participate in one session as part of Upstream Academy's Growing Strategically webinar... Read more ›

As the deadline to apply for a Paycheck Protection Program loan passed a few weeks ago, attention now turns to loan forgiveness. More recently, the Small Business Administration released a set of... Read more ›

Building long-term financial security is a marathon, not a sprint. Many new-career professionals or those seeking a better grasp of personal finance fundamentals may lack an understanding of strategies and decisions they... Read more ›