CBM News

PDF: Accounting Today Names Councilor, Buchanan & Mitchell a Leading Accounting Firm in the Capital Region for the Third Consecutive Year Councilor, Buchanan & Mitchell (CBM) was recognized by Accounting Today as a regional leader among accounting firms in the Capital region. Ranked by annual revenue, CBM appeared among the 15 largest accounting firms in the region, which encompasses Delaware, Maryland, Virginia, Washington, DC and West Virginia. CBM grew by 8.17% over the past year. The Capital regional leaders list… Read more ›

Alex Seleznev, MBA, CFP®, CFA, a partner and a director of wealth management and financial planning services at Councilor, Buchanan & Mitchell, will present to clients of Capital Senior Solutions on top ideas and considerations for retirement on Wednesday, May 24 from 12 pm to 1 pm. Capital Senior Solutions is a group of Certified Senior Housing ProfessionalsTM and Certified Senior Downsizing Coaches who specialize in guiding seniors through upcoming residential moves. The group is overseen by Brito Associates of… Read more ›

Councilor, Buchanan & Mitchell (CBM) advanced in the Washington Business Journal’s annual Book of Lists, placing #23 among the Washington, DC metro region’s largest accounting firms. CBM has been recognized among the Journal’s largest area accounting firms for several years. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.

Councilor, Buchanan & Mitchell (CBM) and individual team members have collectively donated $10,200 and other supplies to help those impacted by the devastating earthquake in Turkey and Syria. Since the crisis, individual staff contributed cash donations totaling $5,100 to aid organizations such as the American Turkish Association of Washington, DC, the White Helmets, the Syrian American Medical Society Foundation, Turkish Philanthropy Funds, World Central Kitchen, Doctors Without Borders and others, as well as essential resources including blankets, sleeping bags and… Read more ›

Julia Lafferty, partner at Councilor, Buchanan & Mitchell, and a director of employee benefit plan and not-for-profit services, will serve as a panelist at the 2023 Greater Washington Society of CPAs (GWSCPA) Employee Benefit Plans Conference. The “Ask the Experts” panel, which will run on Wednesday, May 3 from 3:15 to 4:30 pm EST, will feature Lafferty and two other panelists for the second consecutive year; this will also be her second consecutive year serving as conference co-chair. In addition… Read more ›

Debora E. May, senior advisor at Councilor, Buchanan & Mitchell (CBM) and co-founder of May Barnhard Investments (MBI), the firm’s financial advisory subsidiary, was named to the Top Financial Advisors Hall of Fame by Washingtonian Magazine. The hall of fame, whose members were published in the February issue, includes advisors recognized by peers multiple times over the years since Washingtonian began publishing its top financial advisors list in 2009. May co-founded MBI to provide comprehensive financial planning, tax planning and… Read more ›

Jane Ochsman Rowny, CPA, CFP®, CDFA®, a partner at Councilor, Buchanan & Mitchell (CBM) and a director of the firm’s divorce and litigation practice group, will co-present on Thursday March 9 on the collaborative law process for the American University Washington College of Law. Rowny will co-present with collaborative attorneys Paul Smollar and Natalie Goldberg. Rowny regularly presents on matters related to divorce, tax and financial planning during significant life transitions including, most recently, “Maximizing the Magic of the Financial… Read more ›

Jamie S. Blum, CPA, CDFA®, senior divorce finance and litigation support manager at Councilor, Buchanan & Mitchell (CBM), will present on Friday, February 3, on the role of the financial neutral in collaborative divorce for the University of Maryland’s Francis King Carey School of Law. This is the second consecutive year that Blum has been invited to present for the law school. Blum is a regular speaker on matters related to divorce finance and litigation including, most recently, “Divorce 101… Read more ›

Councilor, Buchanan & Mitchell (CBM) will sponsor a reception hosted by the Maryland Automobile Dealers Association, the Virginia Automobile Dealers Association and the Washington Area New Automobile Dealers Association on Friday, January 27 at the 2023 National Automobile Dealers Association (NADA) Annual Show. The reception will be at Marie Gabrielle Restaurant and Gardens, 2728 N. Harwood Street from 6 to 9 pm CST near the NADA auto show in Dallas, Texas. John Comunale, CPA, Keith Laudenberger, CPA and Richard Morris,… Read more ›

Councilor, Buchanan & Mitchell (CBM) has announced four promotions effective January 1, 2023. The entire team at CBM wishes to congratulate our colleagues for their outstanding efforts. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.