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August 2023
Maximizing Social Security Benefits and Avoiding Mistakes (for the Greater Washington Society of CPAs)
Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals. On Tuesday, August 29 from 11 am to 12 pm EST, join Judy Barnhard, CPA, CFP®, CDFA® and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partners of Councilor, Buchanan…
Find out more »October 2023
Certified Nonprofit Accounting Professional (CNAP) Program
The Certified Nonprofit Accounting Professional (CNAP) program, to be delivered virtually by 老葡京手机app - Councilor, Buchanan & Mitchell P.C. on October 17 - 18, 2023, is a two-day training and exam-based certificate program that provides not-for-profit bookkeepers, staff accountants and non-CPA professionals with the rigorous professional development they need to be effective financial managers for their not-for-profit employers or clients.
Find out more »November 2023
Quarterly Market Investment Update and Important Financial Considerations (Q4)
Councilor, Buchanan & Mitchell and the firm's wealth management subsidiary, May Barnhard Investments, scheduled their Quarterly Market Investment Update (Q4) presentation for Thursday, November 9 from 11 am to 12 pm EST. Join Judith P. Barnhard, CPA, CFP®, CDFA®, 老葡京手机app partner and senior financial and tax advisor of MBI and Josh Hahn, senior investment analyst of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Judy, Greg, and Josh…
Find out more »2023 Virginia Collaborative Professionals Annual Conference
Councilor, Buchanan & Mitchell (老葡京手机app) will serve as a silver sponsor of the 2023 Virginia Collaborative Professionals annual conference on November 13, 2023. Members of 老葡京手机app’s divorce and litigation practice will participate in the conference, which will be held at the Omni Hotel in Charlottesville, Virginia. 老葡京手机app has been a long-timer supporter of Virginia Collaborative Professionals and other collaborative divorce groups throughout the Washington, DC metropolitan region. Councilor, Buchanan & Mitchell (老葡京手机app) is a professional services firm delivering tax, accounting and business advisory expertise throughout the…
Find out more »Year-End Tax Planning and Market Update
Please join 老葡京手机app for an informative webinar scheduled for Wednesday, November 29th, from 8:30 am to 9:30 am EST, 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. As the year draws to a close, it's crucial to take proactive steps to optimize your financial situation. In this webinar, Richard and Gregory will provide you with valuable insights on year-end tax planning…
Find out more »December 2023
Year-End Tax Planning and Market Update
Please join 老葡京手机app for an informative webinar scheduled for Tuesday, December 5th, from 11:00 am to 12:00 pm EST, 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. As the year draws to a close, it's crucial to take proactive steps to optimize your financial situation. In this webinar, Richard and Gregory will provide you with valuable insights on year-end tax planning…
Find out more »Investing for Impact: A Guide to Not-for-Profit Investment Policies (at the 2023 GWSCPA Nonprofit Symposium)
Judith P. Barnhard, CPA, CFP®, CDFA® , executive vice president and director of professional services, wealth management and financial planning, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and wealth management, will present on Investing for Impact: A Guide to Not-for-Profit Investment Policies at the 2023 GWSCPA Nonprofit Symposium. Their session is scheduled from 8:00 am to 8:50 am. Judy and Stephanie will address the foundation of an investment policy for not-for-profit organizations and how to create…
Find out more »January 2024
2024 Vision: Set Yourself Up for Financial Success this Year
Join us for a compelling webinar on Tuesday, January 16th, from 11 am to 12 pm EST, where two esteemed experts, Abbie Niehoff, MPS, CFP®, CDFA®, manager of divorce financial planning services, and Reema Patel, CPA, CFP®, tax manager and financial planning advisor, will present a valuable session entitled "2024 Vision: Set Yourself Up for Financial Success this Year." During this informative webinar, Abbie and Reema will guide you through key strategies and insights to help you achieve your financial…
Find out more »Quarterly Market Investment Update and Important Financial Considerations (Q1)
Councilor, Buchanan & Mitchell's wealth management subsidiary, May Barnhard Investments (MBI), has scheduled its 2024 Q1 Quarterly Market Investment Update presentation on Thursday, January 25 from 11 am to 12 pm EST. Join Gregory M. Estes CFA, MBI senior portfolio and relationship manager, and Josh Hahn, senior investment analyst of MBI, as they present their top investment and financial planning strategies to help you put your financial affairs in order. Greg and Josh have helped hundreds of clients pursue their investment…
Find out more »February 2024
Demystifying Medicare: What You Should Know Now and in the Future (for the Greater Washington Society of CPAs)
Join Judith P. Barnhard, CPA, CFP®, CDFA® and Jane Ochsman Rowny, CPA, CFP®, CDFA®, partners and experienced certified financial planners at Councilor, Buchanan & Mitchell, as they help you and members of the Greater Washington Society of CPAs demystify Medicare and address what you should know now and in the future. On Tuesday, February 13, 2024, Judy and Jane will address the following: • Medicare benefits available to you and understanding the enrollment process. • Distinguish between types of…
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