Year-End Tax Planning and Market Update Webinar Recording

Year-End Tax Planning and Market Update

Below is a video recording of the November 29, 2022 webinar presented by Councilor, Buchanan & Mitchell (CBM) and May Barnhard Investments, CBM’s wealth management subsidiary. We scheduled three hour-long sessions on to bring you and/or your business up to speed with the latest tax and investment planning strategies and best practices for ending the year on the right note.

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Accountants | Auditors | Financial Planners | Consultants | CPAs : CBM (Councilor, Buchanan & Mitchell) PC is a Top 300 public accounting firm with offices in Bethesda, MD and throughout the Washington, DC region. Serving clients in Washington, DC, throughout Maryland (Bethesda, Rockville, Baltimore, Montgomery County and Prince George’s County) and Virginia (Alexandria, Arlington, Fairfax and other locations throughout Northern Virginia) and the Mid-Atlantic region, CBM delivers accounting, audit, consulting, financial planning, litigation, divorce support, forensic accounting and tax services to dealerships, not-for-profit organizations, construction and real estate practices, and other businesses and individuals. CBM’s subsidiary MBI (May Barnhard Investments), LLC, is a fee-only financial advisory firm that offers comprehensive financial planning and investment management services.

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