Friday, December 10, 2021
11:00 AM to 12:15 PM EST

CBM is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.




CBM is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that CBM offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.


WEBINAR: Year-End Tax Planning Webinar with a Market Update (December 10)

Attendees are eligible to receive 1.25 hours of CPE for demonstrated participation in this session.

Attendees are also eligible to receive 1.25 hours of CAE credit.


New legislation under consideration on Capitol Hill has provided a great deal of uncertainty about the future. What is reliable, however, is CBM’s year-end educational opportunities.

CBM has scheduled three webinars (December 7, 9 & 10) to bring you and/or your business up to speed on the latest tax planning strategies and best practices to end the year on the right note. CBM will also provide a market update with insights about current financial planning considerations and top investment ideas. 

Join our presenters and division leaders for a complimentary educational session to bring you peace of mind about your personal or business tax situation as you wrap up 2021 and prepare for the new year. We look forward to having you join us. CPE is available.

Please note each of the three scheduled sessions will be similar and attendance is only necessary at one.      


This presentation will be conducted via a Microsoft Teams webinar. After you register, a meeting access link and downloadable reservation for your calendar will be emailed to you. A few days before the webinar, a reminder will also be sent.  

Instructional Delivery Method: Group Internet Based

Recommended CPE: Participating attendees are eligible for 1.25 hours of CPE credit.

Recommended Field of Study: Taxes (Technical) and Finance (Technical)

Prerequisites: None

Advanced Preparation: None

Program Level: Overview

Refund Policy: This webinar is complimentary. No fee is required to participate.

Cancellation Policy: Should the webinar be cancelled, registrants will be immediately contacted.

Complaint Resolution Policy: CBM commits to delivering high-quality educational programming during its online sessions. Participants with concerns about a CBM webinar should contact the firm’s Director of Professional Development, Angie Prochaska, at 301.986.0600 or via email at aprochaska@cbmcpa.com.

Please consider submitting your questions to the presenters during the registration process. 

Questions about webinar administration should be addressed to Joe Kovacs, APR at jkovacs@cbmcpa.com.