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December 9, 2019

Collaborative Divorce: Not the Happily-Ever-After You Were Looking For

When a person is walking down the aisle on their wedding day, the last thing on their mind is the possibility that one day the person standing in front of them, the love of their life, might be sitting across from them at a divorce negotiating table. At that moment they picture spending the rest of their life with that person. They picture raising children together, taking long walks on the beach together hand and hand, growing old together and… Read more ›

December 3, 2019

Year-End Tax Planning in a Tax Cuts and Jobs Act World – 2019 Year-End Tax Planning Letter for Businesses

Dear Business Owner: As this year is about to end, now is an excellent time for businesses to review their current tax planning strategies to ensure they’re still meeting intended goals and develop plans for 2020. It’s also a good time to take advantage of last-minute planning opportunities that could save money now and in the coming year. With that in mind, business owners are encouraged to contact us 301.986.0600 to discuss their tax situation. CBM can develop a customized… Read more ›

December 3, 2019

It’s Not Too Late to Trim Your 2019 Tax Bill – Year-end Tax Planning Strategies for Individuals

To Clients and Friends: As the end of 2019 approaches, additional guidance continues to be released by the IRS relating to the Tax Cuts and Jobs Act (TCJA), as well as other areas not necessarily impacted by the landmark tax reform act. While one of the claimed benefits of tax reform was the simplification of filing and the lowering of income tax rates, there are still many steps that individuals can take to lower their tax bills. Planning during the… Read more ›

November 23, 2019

Factor 2020 Cost-of-Living Adjustments Into Your Year-End Tax Planning

The IRS recently issued its 2020 cost-of-living adjustments. With inflation remaining largely in check, many amounts increased slightly, and some stayed at 2019 levels. As you implement 2019 year-end tax planning strategies, be sure to take these 2020 adjustments into account in your planning. Also, keep in mind that, under the Tax Cuts and Jobs Act (TCJA), annual inflation adjustments are calculated using the chained consumer price index (also known as C-CPI-U). This increases tax bracket thresholds, the standard deduction,… Read more ›

November 1, 2019

Dan Weaver and Tony Cuozzo To Present at the GWSCPA Nonprofit Symposium

                      Director of Not-for-Profit Services Daniel L. Weaver and Senior Advisor Anthony Cuozzo are scheduled to present at the 2019 Greater Washington Society of CPAs’ (GWSCPA) Nonprofit Symposium in Washington, DC. The Symposium is an annual two-day event that delivers networking and professional education opportunities for hundreds of financial professionals in the not-for-profit sector throughout the Washington, DC metropolitan region. This year’s symposium will be held from December 17 to… Read more ›