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CBM – Councilor Buchanan & Mitchell, P.C.

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7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States

December 2019

2019 Year-End Tax and Financial Planning Seminar (with a Market Overview of 2019)

December 12 @ 8:30 am - 10:15 am
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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Individuals who registered for this event before December 5 should note the new event location. It has been moved from CBM to the nearby Bethesdan Hotel due to strong demand.  CBM has scheduled a year-end tax and financial planning presentation to help you manage your personal and business year-end tax concerns while developing greater knowledge of best practices regarding your personal finances. Register for this complimentary presentation using the form below. As the year is about to end, now is…

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January 2020

Retirement Assets In Family Law Cases

January 14, 2020 @ 5:30 pm - 7:30 pm
CBM – Councilor Buchanan & Mitchell, P.C., 7910 Woodmont Ave, Suite 500
Bethesda, MD 20814 United States
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CBM Manager Jordan Egert and Principal Jane Ochsman Rowny will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement assets. They will specifically deliver insights on how to properly determine marital and non-marital values in IRAs, TSP, 401K and 403B plans, as well as other retirement account types. Applicable methodologies Information and documents required Considerations to be cognizant of Common issues that may arise when performing this analysis What happens when…

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