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October 2021
(Virtual) Top Ideas and Considerations: Long-Term Care Insurance and Your Retirement Plan
Click here to register. The importance of developing a comprehensive financial plan cannot be understated in the current volatile environment. What are some of the most important considerations that would help you develop a cohesive retirement plan? One crucial decision to make when developing a comprehensive financial plan is how to manage long-term care planning costs for family members and other loved ones. Have you considered how your plan to manage long-term care expenses will be impacted by soaring care…
Find out more »November 2021
(Virtual) Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
Click here to register. Join CBM Partner and Director of Wealth Management and Financial Planning Services Judy Barnhard, Partner, Financial Advisor and Portfolio Strategist Alex Seleznev and Senior Manager Jordan Egert on Tuesday, November 2, for a presentation to help late-career level professionals and other individuals for an in-depth presentation to help navigate the decisions about and preparations for retirement. Among the topics they plan to discuss are: Portfolio Protection Mechanisms Your Retirement Plan – How Financially Secure Is It?…
Find out more »Maximizing the Role of a Financial Neutral in Unprecedented Times (at the 2021 Virginia Collaborate Professionals Annual Conference)
Shelter in place, working remotely, altered spending, uncertain income, self-quarantine, large increases (or large decreases) in assets … it’s no wonder many couples getting divorced or thinking of separating during the current pandemic feel overwhelmed, drained, and confused. CBM Partner and Director of the firm's Divorce Litigation Division Jane Ochsman Rowny, Divorce Financial and Litigation Support Manager Jamie Blum and Senior Manager Jordan Egert are scheduled to address this important topic at the 2021 Virginia Collaborative Professionals Annual Conference on…
Find out more »Impact of the New Revenue Recognition Standards on Contributions, Grants and PPP Loan Forgiveness (for Greater Washington Society of CPAs’ Nonprofit Symposium)
Julia Lafferty, partner and director of CBM's not-for-profit group, and Anthony Cuozzo, senior advisor, are scheduled to present on the "Impact of the New Revenue Recognition Standards on Contributions, Grants and Paycheck Protection Program Loan Forgiveness". Their session is scheduled virtually for the Greater Washington Society of CPAs' Nonprofit Symposium, on Thursday, November 18 from 10:30 am to 12:20 pm. Their presentation will include a review of the new revenue recognition standard, the new contribution standard for not-for-profit organizations (including…
Find out more »December 2021
(Virtual) Year-End Tax Planning Webinar for Businesses and Individuals (with a Market Update)
Register now. Description: CBM is proud to host this first in its annual series of year-end tax planning educational webinars on Monday, December 6 from 11 am to 12 pm. CBM Tax Practice Director Richard Morris will highlight tax strategies that businesses and individuals should consider pursuing to benefit their position going into the new year. Richard will be joined by Alex Seleznev, partner, financial advisor and portfolio manager, who will provide a Quarter 4 Market Update, a topic he…
Find out more »(Virtual) Year-End Tax Planning for Professional Services (with a Market Update)
Description: CBM is proud to host this second in its annual series of year-end tax planning educational webinars on Tuesday, December 7 from 11 am to 12 pm. CBM Tax Director Richard Morris and Professional Services Director Judy Barnhard will highlight tax insights that attorneys, architects, consultants, engineers and other professional services providers should consider pursuing to benefit their position (and that of their practices) going into the new year. Judy and Richard will be joined by Alex Seleznev, CBM…
Find out more »(Virtual) Year-End Tax Planning for Dealerships (with a Market Update)
Description: CBM is proud to host this third in its annual series of year-end tax planning educational webinars on Thursday, December 9 from 11 am to 12 pm. CBM Automotive Dealership Division Director John Comunale will highlight tax insights that dealerships should consider pursuing to benefit their position going into the new year. John will be joined by Alex Seleznev, CBM partner, financial advisor and portfolio strategist, who will provide a Quarter 4 Market Update, a topic he presents…
Find out more »(Virtual) Year-End Tax Planning for Not-for-Profit Organizations (with a Market Update)
Description: CBM is proud to host this fourth in its annual series of year-end tax planning educational webinars on Friday, December 10 from 11 am to 12 pm. CBM Not-for-Profit Director Julia Lafferty and Tax Services Director Richard Morris will highlight tax insights that not-for-profits should consider pursuing to benefit their position going into the new year. They will be joined by Alex Seleznev, CBM partner, financial advisor and portfolio strategist, who will provide a Quarter 4 market update, a…
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