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August 2019
Understanding Retirement Accounts During a Divorce or Separation
CBM Manager Jordan Egert will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement accounts. He 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 critical information is missing How…
Find out more »September 2019
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…
Find out more »Seven Firms in Five Years: I Have a Feeling This Isn’t Kansas Anymore (for the Greater Washington Society of CPAs)
Merging accounting and consulting practices into an established accounting firm impacts the acquiring culture, delivery systems, professional development, business development, marketing, communications and technology processes. The challenges of integrating multiple offices are outweighed by the benefits gained in enhanced services, increased industry niches and a well diverse culture. While the acquisitions of larger firms usually make industry headlines, it is the smaller and mid-sized firms that are the most changed on every level. CBM has successfully integrated seven firms over…
Find out more »October 2019
Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)
Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation on the morning or Thursday, October 17 about the top seven ways to maximize your social security benefits and the top mistakes to avoid. Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that…
Find out more »GWSCPA Women’s Leadership Roundtable Presentation
CBM Chairman Patricia Drolet will be presenting at a Greater Washington Society of CPAs' Women's Leadership Roundtable luncheon. More details about this presentation will be forthcoming. Also in attendance will be members of CBM D-PATH including Wendy Moyers, Reema Patel and Helen Wasserman. D-PATH is committed to diversity, inclusion, and the supporting of the professional development of minorities and female professionals in the accounting and financial industry. Click here to register. Patricia Drolet, CBMChairman
Find out more »Greater Washington Society of CPA’s Real Estate/Construction Conference
This year, CBM President and Partner Peter Reilly is co-chairing the planning committee for the Greater Washington Society of CPA's second Real Estate and Construction Conference. The inaugural event was held in December 2017 at the National Association of Home Builders with the goal of sharing current, cutting-edge information relevant to the real estate and construction industry in the Washington D.C. region. Join the Greater Washington Society of CPAs for the Real Estate and Construction Conference. This conference is for…
Find out more »November 2019
Medicare – A Critical Cornerstone for Retirement
More details about this presentation will be available soon. Presented by Wendy Moyers and Alex Seleznev. Wendy Moyers, CFP®, CDFA®Senior Financial Advisor Alex Seleznev MBA, CFP®, CFA,Senior Investment Advisor Register Here:
Find out more »2019 Greater Washington Society of CPA’s Not-for-Profit Symposium
CBM's Dan Weaver and Tony Cuozzo are scheduled to present, "Crafting the Financial Statement Notes for FASB's New Liquidity Disclosure." More details on this presentation will be available soon. The GWSCPA Nonprofit Symposium is developed by the expert Nonprofit Member Section of the Greater Washington Society of CPAs. This two and a half day event offers 20 CPE credits ranging in topics from the technical to the inspiring, brings ample opportunities to connect with over 750 peers, along with software…
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