Attendees are eligible to receive 1.0 hours of CPE for demonstrated participation in this session.

Description

Time is running out to make important tax planning and investment decisions before the end of the year. Join Councilor, Buchanan & Mitchell for an upcoming year-end tax planning and market update webinar. Each of the hour-long sessions will feature strategic tax planning considerations for individuals and business owners with a review of the current state of the financial markets by Aleksandr S. Seleznev, MBA, CFP®, CFA of May Barnhard Investments (MBI), CBM’s wealth management subsidiary. We look forward to having you join us!

Please note the content for all three webinars will be the same; CBM scheduled multiple sessions to allow people to participate based on their availability.   

Where

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 1.0 hours of CPE credit.

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

Prerequisites: None

Advanced Preparation: None

Program Level: Update

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, Angela Prochaska, at 301.986.0600 or via email at aprochaska@cbmcpa.com.

Questions?
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.