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October 2019
A Diversity Story: Mergers of Change (for GWSCPA Women’s Leadership Roundtable)
A Diversity Story: Mergers of Change Increasing diversity within a professional services accounting firm can occur in several ways. An external event such as a merger or acquisition can deliver an immediate change in team composition. Or a firm can pursue the more gradual (and challenging) process of securing diverse representation through internal education and cultural change. Through a series of several mergers in only a few years, Councilor, Buchanan & Mitchell had found itself with a greater number of…
Find out more »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 in the afternoon of Tuesday, October 29 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 »Working Through the New Format of the Federal Tax Returns (for the Virginia Trial Lawyers Association)
CBM Principal Jane Ochsman Rowny will lead a presentation at the Virginia Trial Lawyers Association Family Law Seminar on Thursday October 31. Her presentation, "Working through the New Format" will display and explain the new tax return format and offer insight on where to gain information about income and valuation issues. The session is intended to help attorneys better assist clients when filing taxes in the future. The all-day seminar will feature a variety of speakers addressing the topic of…
Find out more »November 2019
Grow Your Net Worth: Top 10 Strategies and Missed Opportunities for Younger Professionals
Building long-term financial security is a marathon, not a sprint. Many younger professionals, however, may start the race without the best understanding of strategies they can implement and decisions they can make to win the race when it comes to establishing a successful financial life...now and for miles in the future. Rather than learning too late what choices could have been made earlier to accelerate your success, it is better to begin your career with a good understanding of how…
Find out more »Medicare – A Critical Cornerstone for Retirement
Planning for your later years, including retirement, means considering and planning for health care costs. Access to Medicare benefits should be an important part of that discussion. CBM has planned a discussion to help you better understand the extent of the benefits and limitations associated with Medicare. Regardless of your current level of understanding of how Medicare operates, we are confident that this educational event will better prepare you to make solid decisions about the future of your health care.…
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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