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May 2022
The Certified Nonprofit Accounting Professional (CNAP) Training
The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve not-for-profit 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 is intended to provide nonprofit bookkeepers, staff accountants, and non-CPA professionals with…
Find out more »June 2022
The WANADA Open (with the Washington Area New Automobile Dealers Association)
It is with great honor that Councilor, Buchanan & Mitchell (CBM) is a hole sponsor for the WANADA Open which will be held on Monday, June 6, 2022 at the Trump National Golf Club in Sterling, Virginia. CBM has been a sponsor for many years and is proud to continue to serve as a long-time supporter of the Washington Area New Automobile Dealers Association (WANADA). WANADA is a not-for-profit organization whose mission is to represent and promote retail automobile…
Find out more »Starting Your Own Business? Learn Best Practices and Tax Saving Strategies
Join Judith P. Barnhard, CPA, CFP®, CDFA®, partner and director of professional services, wealth management and financial planning services, and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partner and director of divorce litigation services, for an informative discussion on getting started in your own business including entity selection and compliance, tax planning, retirement plan choices, deductible expenses and risk management. This webinar will help you adopt best strategies while avoiding mistakes in starting your own business. Judy and Jane will be…
Find out more »July 2022
Quarterly Market Investment Update and Important Financial Considerations
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 21 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®, CDFA®, CBM partner and chief investment officer of MBI, and Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Debbie and Alex have helped…
Find out more »October 2022
23rd Annual Networking and Educational Forum (with the International Academy of Collaborative Professionals)
Jane Ochsman Rowny, CPA, CFP®, CDFA®, Jamie S. Blum, CPA, CDFA® and Jordan Egert, CPE, CFE, CDFA® proudly announce that their presentations "Maximizing the Magic of the Financial Neutral On the Collaborative Team" and "Streamlining the Collaborative Process" have been accepted by the International Academy of Collaborative Professionals (IACP) for a workshop at their 23rd Annual Networking and Educational Forum. The annual forum is the largest and most preeminent gathering of Collaborative professionals from around the world. Jane, Jamie…
Find out more »November 2022
Quarterly Market Investment Update and Important Financial Considerations
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 21 from 12 pm to 1 pm EST. Join Debora E. May, CPA, CFP®, CDFA®, CBM partner and chief investment officer of MBI, and Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Debbie and Alex have helped…
Find out more »