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January 2019
5 Considerations for Your Financial Health in the New Year
Join Patricia Drolet, CPA, PFS, CBM executive vice president, and Wendy Moyers, CFP, CDFA®, CBM senior financial advisor, in an in-depth discussion of 5 considerations for effectively planning your finances for 2019 and beyond. The presentation will be hosted at CBM’s Washington, DC office. Refreshments will be served. Please register via the form below. Patricia Drolet, CPA, PFS, CBMExecutive Vice President Wendy Moyers, CFP®, CDFA®, CBM Senior Financial Advisor REGISTER…
Find out more »May 2019
ASA of Metro Washington Webinar
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
Two-day training and exam-based certification program intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous professional development they need to be effective financial managers for their nonprofit employers. The CNAP training, managed by Nonprofit CPAs, an alliance of CPA firms that serves nonprofits around the country, was developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. CBM is the one Washington, DC-area firm eligible to lead the CNAP training.
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