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July 2020

What’s New With the Paycheck Protection Program?: What Clients Want You to Know

July 23, 2020 @ 11:00 am - 12:00 pm Eastern

With nearly $130 billion still available for businesses interested in relief from the Paycheck Protection Program, the Small Business Administration has extended the application deadline for new borrowers to August 8. At the same time, legislation such as the PPP Flexibility Act of 2020 has provided more details about loan forgiveness for existing borrowers. Accountants whose business clients turn to them for guidance are in a scramble to stay up-to-date on the existing legislation. Playing catch-up following the 7/15 Tax…

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September 2020

(Virtual) Adjusting to the Teleworking Environment: Tax and Employment Laws to Consider

September 15, 2020 @ 11:00 am - 12:00 pm Eastern

Registration for this event is now closed. Please email CBM's marketing coordinator, Austen Schweber, if you wish to receive the presentation slides. COVID-19 has upended how businesses operate, leading many owners to learn, nearly overnight, how to navigate the complexities and challenges of a virtual workforce. These sudden changes introduce an array of tax and legal considerations for employers when determining their employees’ eligibility to work remotely and how to shape their return to work office guidelines. On Tuesday, September…

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October 2020

(Virtual) Not-for-Profit Revenue Recognition Standards Review

October 13, 2020 @ 11:00 am - 12:00 pm Eastern

The past few years have brought several changes to not-for-profit accounting and financial statement preparation, the most significant of which has been in the area of revenue. FASB’s Accounting Standards Updates 2018-08 and 2014-09, as well as follow-up updates, have changed how revenue transactions are evaluated, accounted for, and disclosed in financial statements. Your not-for-profit organization may be in the process of adopting one or both standards in 2020. In an hour-long educational session on Tuesday, October 13, intended to…

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(Virtual) The ABCs of Estate Planning: A Wise Way to Live

October 22, 2020 @ 11:00 am - 12:00 pm Eastern

Despite common misperceptions, estate planning is not just for the rich. Everyone should invest in this process to manage their personal affairs. In the event that something unexpected or unfortunate occurs, your loved ones—family members and others—can be taken care of as you would like when you have a plan in place. • What is probate? • What does it mean to die intestate? • Do you need to have a trust and what options are available to you? •…

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(Virtual) Retirement and Life Care Planning: Helping You Build the Path to a Peaceful Future

October 28, 2020 @ 11:00 am - 12:00 pm Eastern

Councilor, Buchanan & Mitchell, and its financial advisory subsidiary MBI, are teaming up with Paladin Life Care to present a not-to-be-missed seminar on retirement planning, including addressing life care choices.  If you are thinking about retirement and/or have loved ones you are concerned about, this seminar will help make sense of the planning and choices that you may want to consider. On Wednesday, October 28, from 11 am to 12 pm EST, join Judy Barnhard, CPA, CFP®, CDFA®, and Alex…

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November 2020

(Virtual) Creating Financial Harmony: Living Together, Engaged & Newlyweds

November 17, 2020 @ 11:00 am - 12:00 pm Eastern

One of the most beneficial conversations someone can have with their significant other is about money. Several areas of misunderstanding could lead to disagreement and seriously impact your relationship, so it is crucial to take the very important step to have a frank, honest and comprehensive discussion about this topic. On Tuesday, November 17, from 11 am to 12 pm, join Abbie Niehoff, MPS, a divorce financial specialist at CBM, and Rebecca Weaver, MSW, LICSW, LCSW-C, a psychotherapist from Kelly…

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(Virtual) What’s Next? Investment Update and Top Year-End Financial Planning Ideas

November 19, 2020 @ 12:00 pm - 1:00 pm Eastern

2021. Here we come! Don't miss out on closing the door to 2020 on a positive financial planning note. Debbie May, Executive Vice President of Councilor, Buchanan & Mitchell, P.C. and Chief Investment Officer of MBI, CBM’s investment advisory subsidiary, and Alex Seleznev, Senior Advisor and Portfolio Strategist, will present their top investment and financial planning strategies on Thursday, November 19 to help you put your financial affairs in order in this post-election market. During the presentation, Debbie and Alex…

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February 2021

Paycheck Protection Program Stimulus Funding: What the Consolidated Appropriations Act Means for Not-for-Profit Organizations

February 2 @ 11:00 am - 12:00 pm Eastern

Councilor, Buchanan & Mitchell has announced an upcoming webinar focused on the impact of new Paycheck Protection Program stimulus funding on not-for-profit organizations. As part of the second round of PPP funding available through the Consolidated Appropriations Act, some not-for-profit organizations, including many 501(c)(6) organizations, are now eligible to apply for funding. On Tuesday, February 2 at 11 am, Join Julia Lafferty, principal and director of CBM's not-for-profit group, and Tom Hudson, supervisor and director of the firm's emerging solutions…

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April 2021

(Virtual) Market Update: Q2 Investment Update and Financial Considerations

April 22 @ 12:00 pm - 1:00 pm Eastern

Councilor, Buchanan & Mitchell and the firm's financial advisory subsidiary, MBI, have scheduled their 2021 Q2 Market Update for Thursday, April 22 from 12 pm to 1 pm. Join Debbie May, CBM Executive Vice President and Chief Investment Officer of MBI, and Alex Seleznev, Senior Advisor and Chief Operating Officer, as they present their top investment and financial planning strategies to help you put your financial affairs in order. During the presentation, Debbie and Alex will discuss: Market Update: What’s…

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May 2021

(Virtual) Ask the Experts Panel (at the Greater Washington Society of CPAs 2021 Employee Benefit Plans Virtual Conference)

May 12 @ 3:15 pm - 4:30 pm Eastern

Julia Lafferty, a principal at Councilor, Buchanan & Mitchell, P.C., will participate in an Ask the Experts panel session at the 2021 Greater Washington Society of CPAs Employee Benefit Plans Virtual Conference on Wednesday, May 12, from 3:15 to 4:30 pm. The annual conference, which CBM is supports this year as a silver sponsor, provides educational opportunities for both plan auditors and fiduciaries covering topics relevant to employee benefit plan audits. Professionals should attend this conference to learn about the…

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June 2021

Re-Imagining the Path to Partnership (for the Accounting MOVE Project and the Accounting & Financial Women’s Alliance)

June 24 @ 10:00 am - 11:00 am Eastern

CBM Manager Reema Patel, CPA is scheduled to co-present on “Re-Imagining the Path to Partnership” for the Accounting MOVE Project and the Accounting & Financial Women’s Alliance during their annual mini-summit on Thursday, June 24. Reema will speak at 10 am. The Summit, whose theme this year is Permanent Progress from Pandemic Pivots, will be promoted widely by CPA Academy, a leading provider of professional education for more than 365,000 professionals in the accounting industry. Reema will discuss what it…

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(Virtual) What to Know About the Biden Administration’s Proposed Tax Plan

June 29 @ 11:00 am - 12:15 pm Eastern

Councilor, Buchanan & Mitchell, P.C. has scheduled a 75-minute presentation about the Biden Administration's proposed tax plan. Join CBM Tax Practice Director Richard Morris on Tuesday, June 29, as he reviews with attendees the potential impact of proposed tax law changes by the current Administration. Attendees are encouraged to submit questions in advance.

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September 2021

(Virtual) The Financial Neutral Role – It’s Not Just About the Numbers (for the International Academy of Collaborative Professionals)

September 14 @ 8:00 am - 9:30 am Eastern

Financial neutrals are valuable team members for cases of varying complexity – not just wealthy clients. Debbie May, partner and a director of the firm's divorce litigation practice will join two other panelists at a Tuesday, September 14 webinar hosted by the International Academy of Collaborative Professionals (IACP) for a session entitled The Financial Neutral Role – It’s not Just About the Numbers. The experienced collaborative professionals will engage in an interactive conversation to discuss the role and use of…

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