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December 2020

Year-End Tax and Financial Planning for Professional Services Firms

December 8 @ 1:00 pm - 2:00 pm Eastern

  Councilor, Buchanan & Mitchell has scheduled its year-end tax and financial planning seminar for Tuesday, December 8, from 1 pm to 2 pm EST. Judy Barnhard, CBM Professional Services Practice Chair, and Alex Seleznev, Senior Investment Advisor and Portfolio Strategist at CBM, and the firm's investment advisory subsidiary, MBI, will host this one-hour session to review important year-end tax and financial planning considerations for the new year. In addition to covering topics relevant for all individuals, this session will…

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Year-End Tax and Financial Planning for Auto Dealerships

December 9 @ 9:00 am - 10:00 am Eastern

  Councilor, Buchanan & Mitchell has scheduled its year-end tax and financial planning seminar for auto dealerships for Wednesday, December 9, from 9 am to 10 am EST. John Comunale, CBM Dealership Practice Chair, and Alex Seleznev, Senior Investment Advisor and Portfolio Strategist at CBM, and the firm's investment advisory subsidiary, MBI, will host this one-hour session to review important year-end tax and financial planning considerations for the new year. In addition to covering topics relevant for all individuals, this…

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Year-End Tax and Financial Planning for Businesses and Individuals

December 10 @ 9:00 am - 10:00 am Eastern

Councilor, Buchanan & Mitchell has scheduled its year-end tax and financial planning seminar for Thursday, December 10, from 9 am to 10 am EST. Richard Morris, CBM Tax Practice Director, and Alex Seleznev, Senior Investment Advisor and Portfolio Strategist at CBM, and the firm's investment advisory subsidiary, MBI, will host this one-hour session to review important year-end tax and financial planning considerations for businesses and individuals. This year's session will be of particular interest given the recent election and and…

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Greater Washington Society of CPAs’ Nonprofit Symposium

December 14 @ 1:00 pm - December 16 @ 6:00 pm Eastern

Dan Weaver, director of CBM's not-for-profit practice, Senior Vice President Judy Barnhard, and Senior Advisor Tony Cuozzo are scheduled to present at the 2020 Greater Washington Society of CPAs’ (GWSCPA) Nonprofit Symposium from Monday, December 14 through Wednesday, December 16. The Symposium is an annual two-day event that delivers networking and professional education opportunities for hundreds of financial professionals in the nonprofit sector throughout the Washington, DC metropolitan region. Due to COVID-19, this years Symposium will be held virtually. Mr.…

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Year End Tax Presentation for the Association of Legal Administrators

December 17 @ 11:00 am - 12:00 pm Eastern

Dominick Bellia, CBM's Director of Client Accounting Services and Tom Bailey, a Principal at CBM will be virtually presenting for the Association of Legal Administrators on best practices for year end tax planning. Further details and a registration link for the event will be forthcoming.    

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February 2021

How to Choose a Financial Advisor

February 9, 2021 @ 11:00 am - 12:00 pm Eastern

Why do you need to work with a financial planner? How to select the right person or firm to work with? What are some of the most important questions you should ask your advisor? In this interactive session Judy Barnhard, CBM Professional Services Practice Chair, and Alex Seleznev, Senior Investment Advisor and Portfolio Strategist at CBM will discuss the benefits of working with a team that approaches the planning process from the holistic perspective. Judy and Alex will touch on…

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Medicare and Medicaid Informational Session with Selzer, Gurvitch

February 23, 2021 @ 12:00 pm - 1:00 pm Eastern

Judy Barnhard, CBM Professional Services Practice Chair, Alex Seleznev, Senior Investment Advisor and Portfolio Strategist at CBM, and Todd Bornstein, Partner at Selzer, Gurvitch will lead an informational session on Medicare and Medicaid on Tuesday, February 23. Further details on the session will be forthcoming.

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