© Councilor, Buchanan & Mitchell, P.C. CBM Financial Services January 8, 2013

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Text of © Councilor, Buchanan & Mitchell, P.C. CBM Financial Services January 8, 2013

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CBM Financial ServicesJanuary 8, 2013 Councilor, Buchanan & Mitchell, P.C.1

CBM FSWealth ManagementInsuranceAccounting/OutsourcingR&D Tax CreditsCredit Card ProcessingBenefit PlansBanking Councilor, Buchanan & Mitchell, P.C.2

Pass the Ball Councilor, Buchanan & Mitchell, P.C.3

Morgan Stanley/GraystoneMike Engel, Institutional Consulting DirectorContact InformationMichael.L.Engel@morganstanleygraystone.com800.522.3546/202.861.5003High net worth individuals, commercial and nonprofit entitiesCBM staff paid by CBMFS at 25 % of net (collections)

Councilor, Buchanan & Mitchell, P.C.

RBC Wealth ManagementHank Warner, RBC Wealth Management/Warner Investment GroupContact Informationwarnerinvestmentgroup@rbc.com877.626.1574/202.661.9562High net worth individuals, commercial and nonprofit entitiesCBM staff paid by CBMFS at 25% of net (collections)

Councilor, Buchanan & Mitchell, P.C.

Morgan StanleyNatalie Davis, Vice President/InvestmentsContact Informationnatdavis12@verizon.net(703) 556-8104High net worth individuals, commercial and nonprofit entitiesCBM staff paid by CBMFS at 25 % of net (collections)

Councilor, Buchanan & Mitchell, P.C.

Other Wealth Management Providers?What other wealth management providers should we get to know?

Councilor, Buchanan & Mitchell, P.C.

Insurance ProvidersAlliance Partners Life InsuranceMatt Lucas, Lucas Insurance AdvisoryTim Kvech, Planning Solutions GroupOthersCBM staff paid by CBMFS at 25% of net (collections)Other Insurance Partners

Councilor, Buchanan & Mitchell, P.C.

Lucas Insurance AdvisoryMatt Lucas, Lucas Insurance Advisory LLCContact Informationmatt@lucasllc.com240.482.3588/301.440.7895Life InsuranceCBM staff paid by CBMFS at 25% of net (collections)

Councilor, Buchanan & Mitchell, P.C.

Planning Solutions GroupTimothy J. Kvech, Planning Solutions GroupAutomotive industry specialtyContact Information:Tkvech@psgplanning.com888.740.3501/301.543.6002CBM staff paid by CBMFS at 25% of net (collections)

Councilor, Buchanan & Mitchell, P.C.

Other Insurance ProvidersHealth, Property & LifeInsurance AssociatesSteve SpencerHugh CarrollDan WestEarly Cassidy and SchillingTim SchillingAHTMike Crilley Councilor, Buchanan & Mitchell, P.C.

Other Insurance Providers?What other insurance providers should we get to know?

Councilor, Buchanan & Mitchell, P.C.

CFO and Accounting OutsourcingInterim1, LLCMichael Caggiano, CEO and Co-Foundermike@interim1.com703.672.2200/703.407.4775Interim 1 offers a solution for on-demand executive, management and consulting expertise in the Greater DC areaCBM staff paid by CBMFS at 25% of net (collections)

Councilor, Buchanan & Mitchell, P.C.

R&D Tax CreditsAlliant GroupR&D tax creditsCBM staff paid by CBMFS at 25% of net (collections) Councilor, Buchanan & Mitchell, P.C.

R&D Tax Credits Calculations

Councilor, Buchanan & Mitchell, P.C.

Credit Card ProcessingiTransact-Merchant Account and Payment Gateway ProviderEnsure your client is paying reasonable processing feesJoe Youngjyoung@payrollnetwork.com301.770.4200/301.219.6897Affiliated with Payroll Network

Councilor, Buchanan & Mitchell, P.C.

Benefit Plan Administration and InvestingAFS Financial GroupBrown/Miller Wealth Management Group of Wells Fargo AdvisorsMorgan Stanley/Graystone Councilor, Buchanan & Mitchell, P.C.

AFS Financial GroupAlexander G. Assaley, III AIFContact Informationalexa@afsfinancialgroup.com301.961.8401Advisor for corporate retirement plans and specializes in design, implementation and management of retirement plans for companies of all sizes

Councilor, Buchanan & Mitchell, P.C.

The Brown/Miller Wealth Management Group of Wells Fargo AdvisorsMary Wallack, Financial ConsultantContact InformationMary.wallack@wfadvisors.com301.961.8401Financial consultant providing wealth management services to affluent individuals and families, business owners, foundations, endowments and institutions.

Councilor, Buchanan & Mitchell, P.C.

Morgan Stanley/GraystoneSee earlier slide under Wealth Management section

Councilor, Buchanan & Mitchell, P.C.

BankingGeneral Bank GeorgetownMike Fitzgerald, Jonathan Higgins, Gerard McLaughlinEagleSamantha PerryMonumentClyde GarrettCapital OneTom AustingRevere BankAnn Klein Councilor, Buchanan & Mitchell, P.C.

BankingAutomotiveSun TrustK. Roger Clore & Dennis StoughBB&TRoy GieseBMO Harris BankJeff CarminesTD BankJohn Brunetti Councilor, Buchanan & Mitchell, P.C.

BankingNonprofitBB&TThomas RansomCapital OneKathleen MalloyGeorgetown BankJohn HigginsSunTrustYasamin Al-Askari Councilor, Buchanan & Mitchell, P.C.

BankingConstructionM&TBB&TTD BankBrian Lewald Councilor, Buchanan & Mitchell, P.C.

Memo: Compensation Program

Councilor, Buchanan & Mitchell, P.C.

AICPA Personal Financial PlanningAICPA Personal Finance Report Card

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Councilor, Buchanan & Mitchell, P.C.SummaryDesign and Production, Inc.Research & Development Tax CreditFee SummaryPer AlliantPer TaxGroup ReportReturnTax Benefits2008152,366154,7102009164,141166,6672010222,898222,8992011101,063101,063640,468645,339Max. Fee to Alliant Group200853,32854,149200957,44958,333201078,01478,015201135,37235,372224,164225,869Fee to CBM20087,9998,12220098,6178,750201011,70211,70220115,3065,30633,62533,880

2008 & 2011Design and Production, Inc.Research & Development Tax CreditPer AlliantPer TaxGroup ReportReturn2008Federal R&D Tax CreditsForm 6765 Credit234,409234,409Reduced Credit152,366N/A(1)Tax Benefit152,366154,710Max. Fee (35%) to Alliant53,32854,149CBM Share (15%)7,9998,1222011Federal R&D Tax CreditsForm 6765 Credit155,482155,482Reduced Credit101,063101,063Tax Benefit101,063101,063Max. Fee (35%) to Alliant35,37235,372CBM Share (15%)5,3065,306Total Fee to CBM13,30513,428(1) Reduced Credit not available on amended returns. Per contract, the max. fee toAlliantgroup is based on the reduced credit.

2009 & 2010Design and Production, Inc.Research & Development Tax CreditPer AlliantPer TaxGroup ReportReturn2009Federal R&D Tax CreditsForm 6765 Credit252,525252,525Reduced Credit164,141N/A(2)Tax Benefit164,141166,667Max. Fee (35%) to Alliant57,44958,333CBM Share (15%)8,6178,7502010Federal R&D Tax CreditsForm 6765 Credit342,921342,921Reduced Credit222,898N/A(2)Tax Benefit222,898222,899(1)Max. Fee (35%) to Alliant78,01478,015CBM Share (15%)11,70211,702Total Fee to CBM20,32020,452Notes(1) Unknown. Assumed to be reduction of expenses (342,921) x 35%, less tax credit.(2) Reduced Credit not available on amended returns. Per contract, the max. fee toAlliantgroup is based on the reduced credit.