CBM Principal Julia Lafferty will participate in a virtual panel session at the 2020 Greater Washington Society of CPAs' Employee Benefit Plan Conference entitled "401K Best Practices". Her co-panelists will include Craig... Read more ›

Since mid-March, a whirlwind of legislation and new funding has provided relief opportunities for many businesses in the face of COVID-19. At the same time, the speed at which the legislation passed... Read more ›

Since mid-March, a whirlwind of legislation and new funding has provided relief opportunities for many businesses in the face of COVID-19. At the same time, the speed at which the legislation passed... Read more ›

The Washington Area New Automobile Dealers Association will host a May 14 presentation on dealerships and Paycheck Protection Program (PPP) loan forgiveness. As dealerships and dealership-related businesses seek clarification on how to... Read more ›

The COVID-19 pandemic rapidly shifted the workforce to a remote environment--without sufficient consideration of all the risks and legal ramifications facing teams, clients and customers. With professionals now communicating and sending data... Read more ›

Join CBM Senior Advisor, Tony Cuozzo, in a course sponsored by the Greater Washington Area of CPAs highlighting the topic of Fraud in the Not-for-Profit World and how to best identify it.... Read more ›

In this follow-up update on the investment markets, Debbie May, CPA, CFP®, CDFA®, executive vice president at CBM and senior investment officer at MBI, the financial advisory affiliate of CBM, and Alex... Read more ›

Since the Small Business Administration announced the Paycheck Protection Program in March, construction and real estate businesses impacted by COVID-19 have been attempting to navigate the area of loan forgiveness to make... Read more ›

Since the Small Business Administration announced the Paycheck Protection Program in March, many professional service businesses (such as law firms, architectural firms, consultancies and others) impacted by COVID-19 have been attempting to... Read more ›

Since the Small Business Administration announced the Paycheck Protection Program in March, many not-for-profits impacted by COVID-19 have been attempting to navigate the area of loan forgiveness to make the best choices... Read more ›