CBM News

When a person is walking down the aisle on their wedding day, the last thing on their mind is the possibility that one day the person standing in front of them, the love of their life, might be sitting across from them at a divorce negotiating table. At that moment they picture spending the rest of their life with that person. They picture raising children together, taking long walks on the beach together hand and hand, growing old together and… Read more ›

To Clients and Friends: As the end of 2019 approaches, additional guidance continues to be released by the IRS relating to the Tax Cuts and Jobs Act (TCJA), as well as other areas not necessarily impacted by the landmark tax reform act. While one of the claimed benefits of tax reform was the simplification of filing and the lowering of income tax rates, there are still many steps that individuals can take to lower their tax bills. Planning during the… Read more ›

                      Director of Not-for-Profit Services Daniel L. Weaver and Senior Advisor Anthony Cuozzo are scheduled to present at the 2019 Greater Washington Society of CPAs’ (GWSCPA) Nonprofit Symposium in Washington, DC. The Symposium is an annual two-day event that delivers networking and professional education opportunities for hundreds of financial professionals in the not-for-profit sector throughout the Washington, DC metropolitan region. This year’s symposium will be held from December 17 to… Read more ›

CBM went to see Tony Award winner Dear Evan Hansen at the Kennedy Center on September 4th. Winner of 6 Tony Awards, including Best Musical and the 2018 Grammy Award, Dear Evan Hansen is the deeply personal and profoundly contemporary musical about life and the way we live it. The Washington Post calls Dear Evan Hansen “one of the most remarkable shows in musical theater history.”

August 20, 2019 (Bethesda, MD & Washington, DC) – Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, has been named to INSIDE Public Accounting’s list of top 300 public accounting firms, based on revenue and ongoing financial performance. This represents the first time that CBM, which ranked #245, has appeared in the industry-recognized list, reflecting a period of rapid growth for CBM over the past five years. “CBM is… Read more ›

Peter Reilly, CPA, CVA, President and Managing Partner of Councilor, Buchanan & Mitchell, P.C., was named Managing Partner of the Year by the Rainmaker Companies, a firm dedicated to supporting the growth of hundreds of accounting firms through comprehensive training, community-building, and consulting expertise. The award was due to a recognition of CBM’s growth, an increase in diversity in both leadership and the firm, professionalism, and excellence in management and staffing. The award was presented to Reilly on June 19… Read more ›

CBM Senior Investment Advisor Alex Seleznev (center) and the Montgomery County tennis team (playing in the 2019 United States Tennis Association Mid-Atlantic division) qualified last week for the USTA national tournament in Las Vegas this October. Only 16 teams in the nation will participate. Congratulations to Alex and his team members, and best of luck!

Kathleen Booker, Senior Auditor at CBM – Councilor, Buchanan & Mitchell, P.C. has earned her Certified Public Accountant license from the Virginia Board of Accountancy, the organization recognized for establishing educational and professional standards in the financial industry. Kathleen Booker joined CBM in September 2017, where she is primarily responsible for performing audit engagements in the not-for-profit sector. Additionally, Kathleen provides tax services to individuals and small businesses. Her recent promotion to Senior Auditor will continue to fuel her professional… Read more ›

CBM’s Jordan Egert has recently been certified in the District of Columbia as a financial expert in the fields of forensic accounting, litigation services, and family financial matters. Previously recognized as an expert in Maryland and Montgomery County, Jordan is continuing to fulfill and develop his role in the litigation process and industry at large. As Manager of Litigation Support, Jordan has been working in these fields for over 12 years, providing dedicated service to clients and community. “I’m excited… Read more ›

On Wednesday, July 24, CBM team members volunteered with the Maryland Food Bank to prepare meals for underprivileged children and those facing food uncertainty throughout the state. The team’s accomplishments included preparing 550 school breakfasts and 100 lunches for children across several state counties and for delivery to five soup kitchens throughout the Baltimore metropolitan region. Among those participating were Principal Julia Lafferty, Manager Helen Wasserman, Senior Financial Advisor Wendy Moyers, Staff Auditor Eva Tung and interns Marissa Cosgrove and… Read more ›