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April 2019
Not-for-Profit Financial Reporting Standards Update
Due to ongoing demand, this presentation will be similar to events hosted by CBM on February 21 and March 27. Register now to reserve your spot. 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 Thursday, April 25th. Register via the form below. Among the standards…
Find out more »May 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 the evening of Wednesday, May 1 about the top seven ways to maximize your social security benefits and the top mistakes to avoid. Scroll down to register. 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…
Find out more »Life in the Fast Lane: Optimizing Your Firm’s High-Quality Approach to Employee Benefit Plan Audits (For the GWSPCA’s 6th Annual Employee Benefits Plan Conference)
CBM's Principal Julia Lafferty, Audit Supervisor Lori Reynolds and Manager Mark Thomas are scheduled to present at the Greater Washington Society of Certified Public Accountants' 6th Annual Employee Benefit Plans Conference on Thursday, May 9. Presentation Description: Optimizing the success of your firm’s benefit plan audit service line is not for the faint of heart. The right professionals must collaborate in a fieldwork scheduling and administrative planning process intended to serve each client’s specific needs. Join Ms. Lafferty, Mr. Thomas…
Find out more »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 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…
Find out more »Corporate and Individual Tax Planning Under the New Tax Law (for the American Subcontractors Association)
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…
Find out more »Client Accounting Services Best Practices for Subcontractors (for the American Subcontractors Association, Metro Washington Chapter)
When you’re focusing on the overall success of your subcontracting business, it’s easy to forget some of the nut-and-bolts elements of your operations, which nevertheless impact your bottom line. Questions about whether to hire full-time staff to manage your business finances, how to stay current with emerging technologies and systems to maximize business efficiencies, or how to find a resource to help you make good decisions across your business operations (rather than keeping them in silos) can be easy to…
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