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December 2019

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

December 12 @ 8:30 am - 10:15 am
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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Individuals who registered for this event before December 5 should note the new event location. It has been moved from CBM to the nearby Bethesdan Hotel due to strong demand.  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…

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Crafting the Financial Statement Notes for FASB’s New Liquidity Disclosure (for the 2019 Greater Washington Society of CPAs’ Not-for-Profit Symposium)

December 18 @ 9:05 am - 9:55 am
Walter E. Washington Convention Center, 801 Mt Vernon Place NW
Washington, DC 20001 United States
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CBM's Dan Weaver and Tony Cuozzo will present, "Crafting the Financial Statement Notes for FASB's New Liquidity Disclosure" at the 2019 Greater Washington Society of CPAs' Not-for-Profit Symposium on Wednesday, December 18 from 9:05 to 9:55. Their presentation will focus on the 2016 issurance of FASB's ASU 2016-14 Presentation of Financial Statements for Not-for-Profit Entities, a new standard which requires organizations to disclose both qualitative as well as quantitative information about how an organization manages its liquid resources available to…

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January 2020

Retirement Assets In Family Law Cases

January 14, 2020 @ 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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CBM Manager Jordan Egert and Principal Jane Ochsman Rowny will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement assets. They will specifically deliver insights on how to properly determine marital and non-marital values in IRAs, TSP, 401K and 403B plans, as well as other retirement account types. Applicable methodologies Information and documents required Considerations to be cognizant of Common issues that may arise when performing this analysis What happens when…

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

January 21, 2020 @ 4:30 pm - 7:00 pm
CBM – Councilor, Buchanan & Mitchell P.C – DC Office, 1150 18th Street NW, Suite 550
Washington, D.C. 20036
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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 Senior Vice President Judy Barnhard, Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement. Scroll down to access the registration form. Among the topics they plan to discuss are: Portfolio Protection Mechanisms Your Retirement Plan - How Financially Secure…

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February 2020

Not-for-Profit Financial Reporting Standards Update

February 25, 2020 @ 8:30 am - 10:15 am

Executive Vice President and Director of CBM's not-for-profit practice, Dan Weaver, will present an update on not-for-profit financial reporting standards. The presentation will be held at CBM's Washington, DC office at 1150 18th Street, NW, Suite 550 from 8:30 to 10 am on Tuesday, February 25. Register via the form below. Among the standards Dan plans to address are: ASU 2018-08 ("Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made") ASU 2016-14 ("Presentation of Financial Statements of…

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