Councilor, Buchanan & Mitchell - CPAs and Business Advisors

MBI is thrilled to welcome Michael Townsend, Managing Director of Legislative and Regulatory Affairs at Charles Schwab, to our Quarterly Market Update as he unpacks the latest policy developments and their financial implications. Facilitated by MBI’s Greg Estes, CFA, this webinar will provide expert analysis on key policy issues from Capitol Hill and regulatory proposals that could affect businesses and individuals alike. Why Attend? ?? Timely Insights: Stay ahead of policy shifts that impact your financial future. ?? Political Financial Analysis: Hear directly from Michael Townsend, political analyst for Charles Schwab with 30-years of Washington experience. ?? Actionable Takeaways: Learn strategies to adapt and thrive in a changing market. Power your financial future with knowledge –?register today: https://lnkd.in/eH736w2J

The injunction on Beneficial Ownership Information (BOI) reporting has been lifted, and FinCEN has issued new reporting deadlines. With only a month left until the new deadline, is your business in compliance? What you need to know: ?? Revised deadlines & compliance requirements ?? Who must report under the new rules ?? Steps to prepare Get the latest details in our blog: https://lnkd.in/ecvu625W #BOIReporting #FinCEN #RegulatoryCompliance #CBMCPAs

Those in Maryland looking to upgrade their homes can expect tax savings this weekend! Shop Maryland Energy Weekend is taking place this Saturday, February 15, through Monday, February 17. Maryland's 6% sales tax will be exempt for select energy efficient appliances. ? The tax exemption applies both in-store and online, just look for appliances marked with the Energy Star certification. ? Discover what products qualify: https://lnkd.in/dKVxJQnu

Property owners in Maryland are seeing significant increases in their property assessments this year, with averages around 20% and some areas experiencing over 30% hikes. If you believe your property's assessed value doesn't reflect its true market value, know that you have the right to appeal. Don't miss these tips, deadlines and options available to potentially reduce your property tax burden. Read more: https://lnkd.in/eET4NCbn #Maryland #PropertyTax #TaxAppeal #CBM #Accounting

Our fee-only wealth management subsidiary, May Barnhard Investments, is staring the year off right! Join MBI advisors, Greg Estes, CFA and Stephanie Anderson, CFA, CFP??, CDFA??, for a timely and informative webinar on first quarter market updates and financial planning insights. When: January 23rd @ 11:00 am EST Where: Hosted Online via Microsoft Teams Register Now: https://lnkd.in/e3FMNStV #marketupdate #financialplanning #newyear

?? Texas Federal Court Ruling on the Corporate Transparency Act? ?? On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction against the enforcement of the Corporate Transparency Act. With enforcement of the Beneficial Ownership Reporting January deadline halted, business are left wondering: What happens now? Read More: https://lnkd.in/e3bKUMrN #CorporateTransparencyAct #RegulationCompliance #BeneficialOwnershipInformation

?? Plan with Confidence for 2025!?? The holidays are here and the new year is right around the corner. If you want to get a jump start on the new year, join us for our 2024 Year-End Tax Planning and Market Update Webinar. ?? Optimize your 2024 tax strategy ?? Stay informed on market trends ?? Set a strong financial foundation for the new year ??? Dates: Choose the date that works best for you. Register for Wednesday, December 4 @ 8:30 AM: https://lnkd.in/eCeTSJB2 OR Register for Thursday, December 12th @ 11:00 AM: https://lnkd.in/eZXDsiY5 #TaxPlanning #MarketUpdate #FinancialSuccess #Webinar

?? Breaking News: Court Halts Overtime Rule The DOL's proposed changes to overtime pay regulations have been blocked by a recent court decision, creating new questions about the future for employers. Stay ahead—learn how this ruling affects your business: Read More: https://lnkd.in/eMKpYiif #OvertimeRule #LaborCompliance #AccountingAdvisory

Going through a divorce can be a stressful and life-changing time. If you own a rental property, there are several considerations to keep in mind. MBI Financial Planning Associate Anthi Bourazani writes about all the questions you should be prepared to answer during the divorce. https://ow.ly/agFW50TzoUR #divorce #divorcefinances #divorcefinancialplanning #financialplanning #financialplanningmonth #octoerisfinancialplanningmonth

Early career stage professionals can set themselves up for long-term financial success by focusing in a few key areas. In this second article of a two-part series, MBI Investment Advisor Representative Abbie (Niehoff) Frishman discusses managing debt, protecting your loved ones and tax planning. https://ow.ly/eFVB50TznKH #investing #saving #financialgoals #financialplanningmonth #octoberisfinancialplanningmonth #financialplanning