January 2018
Tax Reform and FASB Pronouncement on Not-for-Profit Financial Statements for Not-for-Profits
A lot is new in the world of not-for-profit organizations. President Trump has just signed the most significant tax reform legislation in more than three decades and FASB has delivered new standards for the presentation of financial statements for not-for-profit organizations. Tax-exempt entities and the individuals who work in this sector are about to face many significant changes in the coming years. Please join CBM - Councilor, Buchanan & Mitchell, P.C. as we help you navigate these critical issues. …
Find out more »February 2018
The Impact of the New Tax Legislation on Family Law and Business with an Overview of Cryptocurrencies
The new tax legislation is set to have an impact on most individuals and businesses throughout the country. Several provisions may be of particular interest to family law attorneys to help them better understand the effect the legislation will have on clients. Join members of the Women's Bar Association of Montgomery County and benefit from the tax expertise of Patricia Drolet and Jane Ochsman Rowny of CBM for an in-depth 75-minute presentation. Learn how the new legislation will shape the…
Find out more »The Impact of the New Tax Legislation on Businesses and Individuals
The most significant tax reform in more than 30 years has just been signed into legislation. Please join CBM on Tuesday, February 13 as we help you review the impact of this legislation on businesses and individuals.
Find out more »May 2018
Preparing for Your Post-Career Life and Financial Planning
Are you or your partner considering retirement? This major life transition impacts us financially, intellectually, emotionally, physically and spiritually. Therefore, it is important to embrace this change in a conscious and purposeful way. The attitudes we develop and the decisions we make will determine the quality of our lives ahead. Join CBM client and accomplished life coach, Jane Kerschner, and CBM senior investment advisor, Alex Seleznev, to learn some major considerations when you enter this new phase of life. Enjoy…
Find out more »June 2018
Financial Planning and Philanthropy
Join Wendy Moyers CFP®, CDFA®, senior financial advisor at CBM - Councilor, Buchanan & Mitchell, P.C., and the Greater Washington Community Foundation in a discussion about building philanthropic giving decisions into your broader financial planning process. Further details and a registration option are coming soon.
Find out more »Starting Your Philanthropic Journey – Exploring, Experimenting, Effecting
Incorporating philanthropy into a financial plan is a goal of many. Having an impact is rewarding, purposeful and beneficial for the donor and receiver alike! But where to start? What implications does it have for other financial goals? How can you know that your contributions are being well used and efficiently deployed? Join Anna Hargrave of the Greater Washington Community Foundation and Wendy Moyers of CBM for a breakfast presentation and a great conversation as we offer ideas, examples, a collection of…
Find out more »November 2018
Planning for a Child or Grandchild’s Education: Maximizing 529 Plan Benefits
An upcoming November 7 event, hosted by CBM - Councilor, Buchanan & Mitchell, P.C., will address top considerations for parents and grandparents who have invested or are considering investing in a 529 college savings plan to help support a family member's education. Presenters Alex S. Seleznev, MBA, CFP®, CFA, of CBM and May Barnhard Investments (MBI), and Francesca Nelson of T. Rowe Price (MD College Plan Sponsor) will address the burdens of long-term student loans, effective gift strategies and the…
Find out more »May 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 the evening of Wednesday, May 1 about the top seven ways to maximize your social security benefits and the top mistakes to avoid. Registration for this event is now closed. If you wish to be informed about future events on the benefits of Social Security, please contact Joe Kovacs at jkovacs@cbmcpa.com. Determining the best strategy for incorporating Social Security into your retirement plan can help…
Find out more »Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning
As you prepare for the end of your professional career and look forward to retirement, important considerations remain to ensure your financial well-being continues. CBM Senior Vice President Judy Barnhard, Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to prepare for retirement. Scroll down to access the registration form. Among the topics they plan to discuss are: Portfolio Protection Mechanisms Your Retirement Plan - How Financially Secure…
Find out more »June 2019
Planning for a Child or Grandchild’s Education: Maximizing 529 Plan Benefits
Join CBM for an upcoming presentation—back by popular demand—on strategies to help a child or grandchild prepare for a future in higher education. During this Wednesday, June 26 event, Senior Financial Advisor Wendy Moyers and Senior Investment Advisor Alex Seleznev will address how saving in a 529 plan can help students and parents escape the burden of long-term student loans, effective gifting strategies for 529 plans and the following related topics during an engaging and in-depth presentation: 1. Benefits to…
Find out more »July 2019
Making Sense of Retirement for Federal Employees
Senior Vice President Judy Barnhard and Senior Investment Advisor Aleksandr Seleznev will lead a presentation on strategies for managing retirement for federal employees. Topics to be covered will include: Federal Employees Retirement System (FERS) pension: Eligibility and benefits calculation Annuity and Payment options: Single versus Joint annuity, and other options How to select the best option for you Thrift Savings Plan (TSP): Investment options and performance results Comparison with non-government investment options Required Minimum Distribution (RMD) options Rollover considerations: Pros…
Find out more »August 2019
Understanding Retirement Accounts During a Divorce or Separation
CBM Manager Jordan Egert will lead a comprehensive presentation to help attendees understand the impact of a divorce or separation on their retirement accounts. He 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 critical information is missing How…
Find out more »October 2019
Life Transitions: Considerations to Ensure Your Financial Security
Changes are normal in life, however it is surprising how rarely planning for life transition events occurs for those most impacted by the change. It is never too early to begin the design of your financial future. Retirement, inheritance, gifting, death of a spouse, divorce and remarriage are a few of the significant life transition events that will have a lasting impact on one’s future. Where should you start? What are some of the most important points that you should…
Find out more »Aging In Place or Time to Move: How to Evaluate the Options & Make the Choice That’s Right for You
For many, aging may mean a reconsideration of your living situation. Will you continue living in your house? Will you consider other residential options available to senior adults? These are important considerations for you and your family, and you want to make sure you have all the information you need to understand your options and make a decision that will lead to a happy future, regardless of where you choose to spend your later years. Join CBM and Susy Elder Murphy,…
Find out more »November 2019
Medicare – A Critical Cornerstone for Retirement
Registration for this event is now closed. If you have any questions about Medicare or wish to be signed up for future presentations, please contact one of our presenters on CBM's online contact page. Planning for your later years, including retirement, means considering and planning for health care costs. Access to Medicare benefits should be an important part of that discussion. CBM has planned a discussion to help you better understand the extent of the benefits and limitations associated with…
Find out more »January 2020
Retirement Assets In Family Law Cases
CBM Principal Jane Ochsman Rowny and Financial Consulting Manager Jordan Egert will lead a comprehensive presentation of financial and tax considerations of retirement assets in divorce. They will present on tax considerations for tax efficient transfers tax effecting retirement assets use of retirement assets as a support vehicle identification of premarital and nonmarital components Thrift Savings Plan updates. Family law professionals who would like advanced guidance in this area should consider registering for this January 14 educational event. Complimentary refreshments…
Find out more »Grow Your Net Worth: Top Strategies for Retirement and Post-Career Planning (including an Overview of the SECURE Act)
This event is now closed to registrations. This presentation will include an overview of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. As you prepare for the end of your professional career and look forward to retirement, important considerations remain to ensure your financial well-being continues. CBM Senior Vice President Judy Barnhard, Financial Consulting Manager Jordan Egert and Senior Investment Advisor Alex Seleznev have scheduled an in-depth presentation to take you through decisions and considerations to…
Find out more »March 2020
CANCELLED – An Introduction to Sustainable Investing
Due to public health recommendations, this presentation will be delayed until further notice. Please contact us at 301.986.0600 with any questions. As environmental and socially-conscious concerns play an important role in the world, the emergence of sustainable investing continues to become popular. ESG (Environmental, Social and Governance) investing is based on specific investment choices that reflect each individual's values and support for companies and institutions deemed environmentally and socially responsible. Those individuals who have awareness around these issues may have several questions: What…
Find out more »CANCELLED – Not-for-Profit Financial Reporting Standards Update (Second Presentation)
Due to concerns about the coronavirus, this presentation will be delayed until further notice. Please contact us at 301.986.0600 with any questions. Executive Vice President and Director of CBM's not-for-profit practice, Dan Weaver, CPA, will present an update on not-for-profit financial reporting standards. In addition, he will discuss the recent repeal of unrelated business income tax related to transportation fringe benefits. The presentation will be held at CBM's Bethesda, MD office at 7910 Woodmont Avenut, Suite 500 from 8:30 to…
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