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Councilor, Buchanan & Mitchell (CBM)
США
Добавлен 26 авг 2013
* CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE IN CLIENT SERVICE
Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, provides professional services to not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses and other businesses, and delivers financial planning, and litigation and divorce financial services. May Barnhard Investments is CBM's fee-only wealth management subsidiary that offers comprehensive financial planning and investment management services.
•\tBest CPA Firm for Equity Leadership, Accounting MOVE Project, 2019-2022
•\tTop Places to Work, Bethesda Magazine 2022, 2023
•\tRegional Leaders - Capital Region, Accounting Today, 2021, 2022, 2023
•\t25 Largest Accounting Firms, Washington Business Journal, 2018-20, 2023
•\tTop 300 Firms, INSIDE Public Accounting, 2019, 2020, 2021, 2022
•\tTop Corporate Philanthropist, Washington Business Journal, 2020, 2021
Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, provides professional services to not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses and other businesses, and delivers financial planning, and litigation and divorce financial services. May Barnhard Investments is CBM's fee-only wealth management subsidiary that offers comprehensive financial planning and investment management services.
•\tBest CPA Firm for Equity Leadership, Accounting MOVE Project, 2019-2022
•\tTop Places to Work, Bethesda Magazine 2022, 2023
•\tRegional Leaders - Capital Region, Accounting Today, 2021, 2022, 2023
•\t25 Largest Accounting Firms, Washington Business Journal, 2018-20, 2023
•\tTop 300 Firms, INSIDE Public Accounting, 2019, 2020, 2021, 2022
•\tTop Corporate Philanthropist, Washington Business Journal, 2020, 2021
Plan with Confidence: Year-End Tax Planning and Market Update December 12, 2024
Learn how the administration change, tax legislation and current economy impacts you, your family, and your retirement savings, and gain insight into what you can do to you reduce your tax liability as you plan for 2024's Tax season. Councilor, Buchanan & Mitchell's Director of Tax Services, Richard Morris, CPA, and May Barnhard Investment's Senior Portfolio and Relationship Manager, Gregory Estes, CFA, walk you through this year and beyond.
Schedule a free Wealth Management consultation with any one of our experienced financial professionals: maybarnhardinvestments.com/co...
Talk to a tax professional about filing your 2024 taxes or ask questions you may have about your specific tax situa...
Schedule a free Wealth Management consultation with any one of our experienced financial professionals: maybarnhardinvestments.com/co...
Talk to a tax professional about filing your 2024 taxes or ask questions you may have about your specific tax situa...
Просмотров: 9
Видео
Plan with Confidence: 2024 Year-End Tax Planning and Market Update
Просмотров 25День назад
Plan for 2025 with Confidence: Learn how the administration change, tax legislation and current economy impacts you, your family, and your retirement savings, and gain insight into what you can do to you reduce your tax liability as you plan for 2024's Tax season. Councilor, Buchanan & Mitchell's Director of Tax Services, Richard Morris, CPA, and May Barnhard Investment's Senior Portfolio and R...
2024 Quarterly Market Investment Update and Important Financial Considerations (Q3)
Просмотров 222 месяца назад
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, October 17th from 11 am to 12 pm EST. MBI professionals Gregory M. Estes, CFA, senior portfolio and relationship manager, and Josh Hahn, senior investment analyst, presented their top market and investment insights.
2024 Quarterly Market Investment Update and Important Financial Considerations (Q2)
Просмотров 485 месяцев назад
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, July 18th from 11 am to 12 pm EST. MBI professionals Gregory M. Estes, CFA, senior portfolio and relationship manager, Stephanie Anderson, CFA, CFP®, CDFA®, financial planning manager, and Josh Hahn, senior investment analyst, presented their top investment and fin...
Meet the Newest Partners of CBM!
Просмотров 525 месяцев назад
Join us in celebrating the promotion of Reema Patel, CPA, CFP® and Steve Snee, CPA to Partner! Discover what sets them apart and how their dedication and expertise have contributed to our firm's success. Don't miss this exciting update and be sure to leave your congratulations in the comments!
Celebrating the Future of CBM with 2024 Promotions
Просмотров 255 месяцев назад
Join us in celebrating the well-deserved advancement of 13 exceptional team members at CBM! Their dedication to client well-being, persistent hard work, and innovative spirit are the driving force behind CBM's success. We are thrilled to have such talented individuals stepping into these new roles of leadership. Congratulations to the future of CBM! #CBM #promotion #companygrowth #employeerecog...
4.18.24 Quarterly Market Investment Update and Important Financial Considerations (Q1)
Просмотров 377 месяцев назад
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, April 18th from 11 am to 12 pm EST. MBI professionals Gregory M. Estes, CFA, senior portfolio and relationship manager, and Josh Hahn, senior investment analyst, presented their top investment and financial planning strategies to help you put your financial affairs...
1.25.24 Quarterly Market Investment Update and Important Financial Considerations (Q4)
Просмотров 7310 месяцев назад
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, January 25th from 11 am to 12 pm EST. MBI professionals Gregory M. Estes, CFA, senior portfolio and relationship manager, and Josh Hahn, senior investment analyst, presented their top investment and financial planning strategies to help you put your financial affai...
2024 Vision: Set Yourself Up for Financial Success this Year
Просмотров 4411 месяцев назад
Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services, and Reema Patel, CPA, CFP®, tax manager and financial planning advisor, guide viewer through key strategies and insights to help you achieve your financial goals and set yourself up for success in 2024. Topics covered include: Setting clear financial goals for the year ahead. Building a strong financial foundation....
12/5/23 Year-End Tax Planning and Market Update
Просмотров 52Год назад
CBM hosted an informative webinar scheduled featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M. Estes, CFA, senior portfolio and relationship manager. In this webinar, Richard and Gregory provided you with valuable insights on year-end tax planning and offer a comprehensive market update, ensuring you’re well-pr...
11/29/23 Year-End Tax Planning and Market Update
Просмотров 19Год назад
CBM hosted an informative webinar scheduled featuring two distinguished experts, Richard E. Morris, CPA, MST, executive vice president and director of tax services, and Gregory M. Estes, CFA, senior portfolio and relationship manager. In this webinar, Richard and Gregory provided you with valuable insights on year-end tax planning and offer a comprehensive market update, ensuring you’re well-pr...
11.9.2023 Quarterly Market Investment Update and Important Financial Considerations (Q4)
Просмотров 44Год назад
CBM and its wealth management subsidiary, MBI, scheduled their latest Quarterly Market Investment Update presentation for Thursday, November 9 from 11 am to 12 pm EST. MBI professionals Gregory M. Estes, CFA, senior portfolio and relationship manager, and Josh Hahn, senior investment analyst, presented their top investment and financial planning strategies to help you put your financial affairs...
2023 CBM Partners Announcement and Team Promotions
Просмотров 17Год назад
2023 CBM Partners Announcement and Team Promotions
6.5.23 Divorcing Later in Life Top Planning Ideas and Mistakes to Avoid
Просмотров 91Год назад
Councilor, Buchanan & Mitchell and Jacobson Family Law Firm, a MD-based family law firm, have scheduled an hour-long webinar entitled “Divorcing Later in Life: Top Planning Ideas and Mistakes to Avoid”. Alex S. Seleznev, MBA, CFP®, CFA, CBM partner and director of wealth management and financial planning services, Jordan P. Egert, CPA, CFE, CDFA®, CBM senior manager and director of divorce and ...
5.2.23 The SECURE 2.0 Legislation - New Retirement Planning Opportunities in 2023 and Beyond
Просмотров 51Год назад
Late last year, Congress passed the Consolidated Appropriations Act of 2023, which included new retirement savings rules collectively referred to as SECURE 2.0. The new law expands on the original SECURE Act legislation enacted in 2019 and contains new provisions for retirement planning including in the areas of: required minimum distributions catch-up contributions qualified charitable distrib...
4.20.2023 Quarterly Market Investment Update and Important Financial Considerations (Q2)
Просмотров 27Год назад
4.20.2023 Quarterly Market Investment Update and Important Financial Considerations (Q2)
3.9.23 Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind
Просмотров 62Год назад
3.9.23 Thinking about Buying or Selling a Home? Top 3 Planning Ideas to Keep in Mind
Quarterly Market Investment Update and Important Financial Considerations (Q1)
Просмотров 50Год назад
Quarterly Market Investment Update and Important Financial Considerations (Q1)
2.9.23 Demystifying Medicare - What You Should Know Now and in the Future
Просмотров 75Год назад
2.9.23 Demystifying Medicare - What You Should Know Now and in the Future
1.10.2023 Maximizing Social Security Benefits and Avoiding Mistakes
Просмотров 81Год назад
1.10.2023 Maximizing Social Security Benefits and Avoiding Mistakes
11.29.22 Year-End Tax Planning and Market Update
Просмотров 332 года назад
11.29.22 Year-End Tax Planning and Market Update
11.17.22 Pre- and Post-Retirement Planning: Top Ideas and Considerations
Просмотров 642 года назад
11.17.22 Pre- and Post-Retirement Planning: Top Ideas and Considerations
11.9.2022 Quarterly Market Investment Update and Important Financial Considerations
Просмотров 512 года назад
11.9.2022 Quarterly Market Investment Update and Important Financial Considerations
10.25.22 FASB’s Topic 842: What the New Lease Accounting Standard Means for Your Organization
Просмотров 1682 года назад
10.25.22 FASB’s Topic 842: What the New Lease Accounting Standard Means for Your Organization
Planning for College: Building A Sound Academic and Financial Strategy You Won’t Regret
Просмотров 232 года назад
Planning for College: Building A Sound Academic and Financial Strategy You Won’t Regret
9.20.22 Grow Your Net Worth: Starting Your Career on the Right Financial Foot
Просмотров 472 года назад
9.20.22 Grow Your Net Worth: Starting Your Career on the Right Financial Foot
7.21.2022 Cryptocurrency: Tax and Accounting Know-How for Small Businesses and Individuals
Просмотров 632 года назад
7.21.2022 Cryptocurrency: Tax and Accounting Know-How for Small Businesses and Individuals
7.19.22 Quarterly Market Investment Update and Important Financial Considerations
Просмотров 392 года назад
7.19.22 Quarterly Market Investment Update and Important Financial Considerations
Starting Your Own Business Learn Best Practices and Tax Saving Strategies
Просмотров 562 года назад
Starting Your Own Business Learn Best Practices and Tax Saving Strategies
4.21.22 Quarterly Market Investment Update and Important Financial Considerations
Просмотров 522 года назад
4.21.22 Quarterly Market Investment Update and Important Financial Considerations