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October 2018
Strategic Collaborative Divorce Planning Under the Tax Cuts and Jobs Act of 2017
On Monday, October 22nd, a Principal from CBM will co-present to the Collaborative Dispute Resolution Professionals about the Tax Cuts and Jobs Act. In this workshop we will discuss the 2018 tax reform measures that impact divorce from a legal and financial perspective, including the repeal of the alimony deduction, the elimination of the dependency exemptions, new limits on the mortgage interest deduction and the 20% of qualified business income deduction and how this may impact our collaborative cases. Jane Ochsman…
Find out more »Center for the Study of Social Policy – 40th Anniversary Gala – Sponsored Event
CBM looks forward to participating in the Center for the Study of Social Policy's 40th anniversary gala in Washington, DC. CSSP works with policymakers and communities across the country to improve the lives of the most vulnerable children and families. CBM is supporting the gala as an activist sponsor. Patricia Drolet, CPA, PFSExecutive Vice President To learn more about the event, click here.
Find out more »November 2018
Planning for a Child or Grandchild’s Education: Maximizing 529 Plan Benefits
An upcoming November 7 event, hosted by CBM - Councilor, Buchanan & Mitchell, P.C., will address top considerations for parents and grandparents who have invested or are considering investing in a 529 college savings plan to help support a family member's education. REGISTER VIA THE FORM BELOW Presenters Alex S. Seleznev, MBA, CFP®, CFA, of CBM and May Barnhard Investments (MBI), and Francesca Nelson of T. Rowe Price (MD College Plan Sponsor) will address the burdens of long-term student loans,…
Find out more »May 2019
ASA of Metro Washington Webinar
In this webinar, Tom Bailey, CPA, CVA, chair of the construction/real estate committee and a principal at Councilor, Buchanan & Mitchell, P.C., will discuss: Uniform capitalization rules Cost recovery (bonus & Section 179 depreciation) Limit on deductions for business interest Excess business losses Impact of the legislation on C corp., S corp. businesses and other entities Section 199A and small-business exceptions NOL changes SALT limitations Reduced number of brackets and rates for individuals Changes to standard deductions Mortgage interest Tom…
Find out more »Certified Nonprofit Accounting Professional (CNAP) training program
Two-day training and exam-based certification program intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous professional development they need to be effective financial managers for their nonprofit employers. The CNAP training, managed by Nonprofit CPAs, an alliance of CPA firms that serves nonprofits around the country, was developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the one Washington, DC-area firm eligible to lead the CNAP training.
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