September 2019
Certified Nonprofit Accounting Professional (CNAP) Training Program
The Certified Nonprofit Accounting Professional (CNAP) program is a national initiative developed by NonprofitCPAs, a national alliance of CPA firms that serve nonprofit 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 intended to provide nonprofit bookkeepers, staff accountants and non-CPA professionals with the rigorous…
Find out more »October 2019
Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)
Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation on the morning or Thursday, October 17 about the top seven ways to maximize your social security benefits and the top mistakes to avoid. Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that…
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