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December 2023
Year-End Tax Planning and Market Update
Please join CBM for an informative webinar scheduled for Tuesday, December 5th, from 11:00 am to 12:00 pm EST, featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M. Estes, CFA, senior portfolio and relationship manager. As the year draws to a close, it's crucial to take proactive steps to optimize your financial situation. In this webinar, Richard and Gregory will provide you with valuable insights on year-end tax planning…
Find out more »January 2024
2024 Vision: Set Yourself Up for Financial Success this Year
Join us for a compelling webinar on Tuesday, January 16th, from 11 am to 12 pm EST, where two esteemed experts, Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services, and Reema Patel, CPA, CFP®, tax manager and financial planning advisor, will present a valuable session entitled "2024 Vision: Set Yourself Up for Financial Success this Year." During this informative webinar, Abbie and Reema will guide you through key strategies and insights to help you achieve your financial…
Find out more »February 2024
Demystifying Medicare: What You Should Know Now and in the Future (for the Greater Washington Society of CPAs)
Join Judith P. Barnhard, CPA, CFP®, CDFA® and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partners and experienced certified financial planners at Councilor, Buchanan & Mitchell, as they help you and members of the Greater Washington Society of CPAs demystify Medicare and address what you should know now and in the future. On Tuesday, February 13, 2024, Judy and Jane will address the following: • Medicare benefits available to you and understanding the enrollment process. • Distinguish between types of…
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