Year-End Tax Planning and Market Update

CBM has scheduled three hour-long sessions on November 29th 8:30 am – 9:30 am; December 7th at 11:00 am – 12:00 pm; and December 8th at 4:00 – 5:00 pm to bring you and/or your business up to speed with the latest tax and investment planning strategies and best practices for ending the year on the right note. Our team will also provide a year-end market and economic update with insights about current financial planning considerations and top investment ideas for your portfolio.

Join CBM for one of our upcoming complimentary sessions to bring you peace of mind about your investment portfolio and personal or business tax situation in 2023.

Please note the content for all three webinars will be similar; CBM has scheduled multiple sessions to let people participate based on their availability.

Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session.

CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.