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2019 Year-End Tax and Financial Planning Seminar (with a Market Overview of 2019)

December 12, 2019 @ 8:30 am - 10:15 am Eastern

Registration for this event is now closed.

CBM has scheduled a year-end tax and financial planning presentation to help you manage your personal and business year-end tax concerns while developing greater knowledge of best practices regarding your personal finances.

Register for this complimentary presentation using the form below.

As the year is about to end, now is an excellent time to review your current tax planning strategies to ensure they’re still meeting intended goals. It’s also a good time to take advantage of last-minute financial planning opportunities that could save you money now and in the coming year.

Join CBM Director of Tax Services Richard Morris, Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev for a 2019 year-end tax and financial planning seminar, including an overview of the 2019 market.

Among the items that Richard, Jordan and Alex plan to present are:

  • 2019 Tax Law Changes Including Depreciation and Credits
  • Retirement Planning (401Ks, 403Bs, IRAs, Roth IRAs)
  • College Education Planning
  • Withholdings
  • Gifting
  • Deferral of Income
  • Rebalancing and Year-End Personal Finance “Check Up”
  • Year-end Individual Tax Planning: Life Events / Transitions
  • Year-end Business Tax Planning Including Qualified Business Income
  • 2019 Market Overview


  • 8:00 – 8:30 a.m. – Registration and Breakfast
  • 8:30 – 10:15 a.m. – Presentation: 2019 Year-End Tax and Financial Planning Seminar
  • 10:15 – 10:45 a.m. (or later) – Optional Q&A Session and Networking (Richard, Jordan and Alex will stay to answer your questions)

LOCATION: The Bethesdan Hotel, 8120 Wisconsin Avenue, Bethesda, MD 20814

Participation is free. Breakfast will be provided.




December 12, 2019
8:30 am - 10:15 am


The Bethesdan
8120 Wisconsin Avenue
Bethesda, MD 20814 United States
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