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CBM Communicator

December 16, 2020

Five Tips to Maximize Your Benefits from Using QuickBooks Online

Quickbooks from Intuit has been a trusted tool for business owners and accountants alike for many years. With cloud computing ‘s prevalence increasing in today’s business world, Quickbooks Online (QBO) is more popular than ever and Intuit continues to improve the software’s powerful tools. This article looks at some recommended best practices for using QBO so that it continues to help you run your business while minimizing the stress over the financial aspect of it. 1. Accounts and Settings. First,… Read more ›

December 14, 2020

Dan Weaver Named President and Managing Partner of Councilor, Buchanan & Mitchell

PDF: Dan Weaver Named President and Managing Partner of Councilor, Buchanan & Mitchell Councilor, Buchanan & Mitchell, P.C. (CBM) has named Daniel L. Weaver, CPA as the firm’s new president and managing partner, effective January 1, 2021. Mr. Weaver currently serves as an executive vice president and chair of the firm’s not-for-profit practice. He will be the sixth president and managing partner in CBM’s 100-year history, succeeding Peter B. Reilly, CPA, CVA. “I am honored to lead Councilor, Buchanan &… Read more ›

December 14, 2020

Peter Reilly Named Chairman of the Board of Directors of Councilor, Buchanan & Mitchell

PDF: Peter Reilly Named Chairman of the Board of Directors of Councilor, Buchanan & Mitchell Councilor, Buchanan & Mitchell, P.C. (CBM) has named Peter B. Reilly, CPA, CVA as the firm’s new chairman of the board of directors, effective January 1, 2021. Mr. Reilly, who has served as CBM’s president and managing partner since 2013, succeeds Patricia Drolet, CPA, PFS, who served in this capacity since January 1, 2019. During his presidency, Reilly oversaw the significant growth of CBM, the… Read more ›

December 6, 2020

Year-End Tax Planning Strategies Must Take Business Turbulence Into Account – 2020 Year-End Tax Planning for Businesses

PDF: Year-End Tax Planning Strategies Must Take Business Turbulence Into Account – 2020 Year-End Tax Planning for Businesses Please click the link above for a printable, PDF copy of the letter below.  We can all agree that 2020 is unlike any other year. As we consider tax-planning strategies for the year end, major uncertainty continues concerning the severity of the pandemic and length of the economic recovery. Although Congress passed two major pieces of legislation in response to the health… Read more ›

December 6, 2020

Unusual Year Steers Year-End Tax Strategies – 2020 Year-End Tax Planning for Individuals

PDF: Unusual Year Steers Year-End Tax Strategies – 2020 Year-End Tax Planning for Individuals Please click the link above for a printable, PDF copy of the letter below.  As the end of 2020 approaches, we can all agree that this year is unlike any other. The coronavirus pandemic and natural disasters have had a significant impact on the tax situation for many taxpayers. In response to the health and economic impacts of the coronavirus pandemic, Congress passed two major pieces… Read more ›