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February 2019
Not-for-Profit Financial Reporting Standards Update (sold out)
This presentation is now at capacity and registration has been closed. In the event you wish to be informed when CBM schedules a second presentation on not-for-profit financial reporting standards, please email Joe Kovacs by clicking here. 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 to 10 am on…
Find out more »March 2019
Grow Your Net Worth: Top Strategies and Planning Opportunities for Mid-Career Professionals
By now, you have established your career and have made financial management decisions that affect you now and will for years to come. It's never a bad time, of course, to re-evaluate those decisions to determine whether they continue to serve your long-term financial goals or whether there is an opportunity to gather new information and improve the likelihood you will reach those goals. CBM Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled a presentation on Thursday,…
Find out more »May 2019
Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
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 financial planning experts Jordan Egert and Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement. Click here to register. Among the topics they plan to discuss are: Protection Mechanisms Your Retirement Plan - How Financially Secure Is It? Tax-Efficient Wealth Transfers Estate Planning Gifting Strategies to…
Find out more »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
The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve nonprofit clients throughout the country, to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the only Washington, DC-area firm eligible to lead the CNAP training, and runs programs in the spring and fall. The two-day training and exam-based certification program intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous…
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