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February 2023
The Role of the Financial Neutral in Collaborative Divorce (for the University of Maryland’s Francis King Carey School of Law)
Jamie S. Blum, CPA, CDFA®, senior divorce finance and litigation support manager at Councilor, Buchanan & Mitchell (CBM), will present on Friday, February 3, on the role of the financial neutral in collaborative divorce for the University of Maryland’s Francis King Carey School of Law. This is the second consecutive year that Blum has been invited to present for the law school. CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices…
Find out more »Demystifying Medicare – What You Should Know Now and in the Future
Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Thursday, February 9, 2023 from 11:00 am to 12:00 pm EST, as they help to demystify Medicare, discuss Medicare tax planning and cover recent changes included in the Inflation Reduction Act of 2022. Click here to register. CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC. …
Find out more »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, February 16 from 11 am to 12 pm EST. Join Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, and Joshua Hahn, senior investment analyst of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Alex and Josh have helped hundreds of clients pursue their investment and…
Find out more »The SECURE 2.0 Legislation – New Retirement Planning Opportunities in 2023 and Beyond
Late last year, Congress passed the Consolidated Appropriations Act of 2023, which included new retirement savings rules collectively referred to as SECURE 2.0. The new law expands on the original SECURE Act legislation enacted in 2019 and contains new provisions for retirement planning including in the areas of: required minimum distributions catch-up contributions qualified charitable distributions automatic enrollment small business tax credits part-time employee eligibility tax-free rollovers of 529 plans To make sense of the new legislation, Directors of Wealth…
Find out more »March 2023
The Collaborative Law Process (for American University’s Washington College of Law)
Jane Ochsman Rowny, CPA, CFP®, CDFA®, a partner at Councilor, Buchanan & Mitchell (CBM) and a director of the firm’s divorce and litigation practice group, will co-present on Thursday March 9 on the collaborative law process for the American University Washington College of Law. Rowny will co-present with collaborative attorneys Paul Smollar and Natalie Goldberg. CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
Find out more »Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind (and a Real Estate Market Update)
Councilor, Buchanan & Mitchell has scheduled a one-hour webinar with guest speaker Jan Brito, REALTOR® and associate broker of Brito Associates of Compass, and Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner, on Thursday, March 9, 2023 from 11 am to 12 pm EST, as they discuss buying and selling a home. Ms. Brito, who was president of the Greater Capital Area Association of Realtors in 2021, will also provide an update on the housing market. Click here to register. CBM, P.C. is…
Find out more »April 2023
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 20 from 11 am to 12 pm EST. Join Aleksandr S. Seleznev, MBA, CFP®, CFA, CBM partner and chief operating officer of MBI, and Joshua Hahn, senior investment analyst of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Alex and Josh have helped hundreds of clients pursue their investment and wealth management goals.…
Find out more »May 2023
Certified Nonprofit Accounting Professional (CNAP) Training
The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed to recognize excellence in the nonprofit industry through comprehensive qualification, training, and examination. Click here to register: CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
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