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February 2019

Grow Your Net Worth: Top 10 Strategies and Missed Opportunities for Younger Professionals

February 13 @ 5:30 pm - 7:30 pm
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, DC 20036
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Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make to win the race when it comes to establishing a successful financial life...now and for miles in the future. Click to register now. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to begin your career with a…

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Nonprofit Financial Reporting Standards Update

February 21 @ 8:00 am - 10:00 am
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, DC 20036
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Senior Vice President and Chair of CBM's Nonprofit Practice, Dan Weaver, will deliver an update on nonprofit financial reporting standards the morning of Thursday, February 21. The presentation will be held at the firm's Washington, DC office. Dan has presented on this topic several times over the past year. This presentation, which will include a complimentary breakfast and time for questions, is intended to serve as an update. It will also provide an opportunity for CBM's clients and other representatives…

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March 2019

Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals

March 14 @ 5:30 pm - 7:30 pm
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, DC 20036
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By now, you have established your career and have made financial management decisions that affect you now and will for years to come. It's never a bad time, of course, to re-evaluate those decisions to determine whether they continue to serve your long-term financial goals or whether there is an opportunity to gather new information and improve the likelihood you will reach those goals. CBM Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled a presentation on Thursday,…

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May 2019

Grow Your Net Worth: Top 10 Strategies for Retirement and Post-Career Planning

May 9 @ 5:30 pm - 7:30 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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As you prepare for the end of your professional career and look forward to retirement, important considerations remain to ensure your financial well-being continues. CBM financial planning experts Jordan Egert and Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement. Click here to register. Among the topics they plan to discuss are: Protection Mechanisms Your Retirement Plan - How Financially Secure Is It? Tax-Efficient Wealth Transfers Estate Planning Gifting Strategies to…

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ASA of Metro Washington Webinar

May 14 @ 12:00 pm - 1:30 pm

In this webinar, Tom Bailey, CPA, CVA, chair of the construction/real estate committee and a principal at Councilor, Buchanan & Mitchell, P.C., will discuss: Uniform capitalization rules Cost recovery (bonus & Section 179 depreciation) Limit on deductions for business interest Excess business losses Impact of the legislation on C corp., S corp. businesses and other entities Section 199A and small-business exceptions NOL changes SALT limitations Reduced number of brackets and rates for individuals Changes to standard deductions Mortgage interest Tom…

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Certified Nonprofit Accounting Professional (CNAP) training program

May 20 @ 9:00 am - May 21 @ 4:00 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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$650

Two-day training and exam-based certification program intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous professional development they need to be effective financial managers for their nonprofit employers. The CNAP training, managed by Nonprofit CPAs, an alliance of CPA firms that serves nonprofits around the country, was developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the one Washington, DC-area firm eligible to lead the CNAP training.

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