CBM News

Wendy Moyers, CFP®, CDFA® and Jordan Egert, CPA, CFE, CDFA® attended training courses hosted by the Collaborative Practice Training Institute July 27, 2018 (Bethesda, MD & Washington, DC) – Wendy Moyers, CFP®, CDFA®, and Jordan Egert CPA, CFE, CDFA®, respectively senior financial advisor and litigation support manager at Councilor, Buchanan & Mitchell P.C. (CBM), completed mediation and collaborative training hosted by the Collaborative Practice Training Institute (CPTI), to refine their advocacy skills and enhance their ability to help clients involved… Read more ›

CBM – Councilor, Buchanan & Mitchell, P.C., a leading full-service accounting and business advisory firm that serves the Mid-Atlantic region through offices in Bethesda, Maryland and Washington, DC, is proud to announce the promotions of several members of its team: Daniel Keefer, CPA, CVA – Senior Manager (Audit) Abyot Wondimu, CPA –Manager (Audit) Reema Patel, CPA – Supervisor (Audit) Shiwen Gao, CPA – Senior-in-Charge (Tax) Bryan Klieber, CPA – Senior-in-Charge (Audit) Daisy Paridon – Senior (Audit) Ginger Wu – Senior (Tax) “I am happy to… Read more ›

Abbie Niehoff, financial planning and litigation support paralegal at CBM – Councilor, Buchanan & Mitchell, P.C., has received her paralegal graduate certificate from George Washington University. The achievement represents demonstrated competence as a paralegal, and is a core component of the education and training program in which she is enrolled through a Master of Paralegal Studies course of study at GWU. She expects to graduate in December 2018. In her role at CBM, Ms. Niehoff delivers financial planning expertise to… Read more ›

CBM will sponsor the DC Academy of Collaborative Professionals’ Spring Symposium on April 27, 2018. The annual event, hosted by the Academy’s international network of legal, financial and mental health and other professionals who assist parties facing separating, divorce or other difficult matters through a non-adversarial process, will focus on the LGBTQ experience and the role of families, culture and the law. CBM is a long-time supporter and member of the Academy and offers decades of experience providing financial neutral… Read more ›

The Washingtonian, one of the Washington, DC metropolitan region’s most prominent guides to business, lifestyle and entertainment, interviewed Richard Morris, CBM’s tax services director, about the impact of the Tax Cuts and Jobs Act. The Act, which Congress passed in late December and represents the most significant act of tax reform in more than 30 years, introduces a series of impacts for both businesses and individuals. Mr. Morris specifically addressed the end of deductions for business entertainment and employee commuter… Read more ›

CBM – Councilor, Buchanan & Mitchell, P.C., a Bethesda, MD-based accounting and advisory firm, leaped six spots in the Washington Business Journal’s annual list of top accounting firms, and returned CBM to the list of Top 25 accounting firms in the Washington, DC metropolitan region. “Our bench strength is now at a point that allows us to better serve the diverse needs of our clients,” said Peter B. Reilly, CPA, CVA, the firm’s president and managing partner. “The acquisition of… Read more ›

CBM has developed this post to inform clients and friends of the firm about changes to the estate and gift tax exemption made by the massive Tax Cuts and Jobs Act effective beginning in 2018. It will result in significantly fewer estates being subject to the 40% tax, and larger estates owing less tax. Before the Tax Cuts and Jobs Act, the first $5 million (as adjusted for inflation in years after 2011) of transferred property was exempt from estate… Read more ›

Debora May, CPA, CFP®, CDFA®, Executive Vice President at CBM, was recognized by Washingtonian Magazine as a 2018 Top Financial Advisor. This award, whose winners are selected by peers throughout the Washington metropolitan region and compiled by the magazine, is the seventh such recognition for Ms. May who has been listed by the Washingtonian for financial advisory expertise multiple times in the past. Ms. May has more than 30 years of experience in public accounting with significant experience in tax,… Read more ›

Dominick Bellia, CPA, CITP, CBM’s director of client accounting services and an experienced provider of business and individual income tax services at CBM, was promoted to Vice President and Partner effective January 1, 2018. Mr. Bellia is both a certified public accountant and a certified information technology professional under the AICPA. His combined expertise in accounting and technology positions him to bridge the two areas and consult with clients to improve their business processes and workflow. Mr. Bellia collaborates with… Read more ›

Daniel Keefer, CPA, CVA, a manager at CBM – Councilor, Buchanan & Mitchell, P.C. has successfully completed the certification process with the National Association of Certified Valuators and Analysts™ (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted only to qualified individuals with considerable professional experience in the field of business valuation. “The CVA designation is an indication to the business, professional, and legal communities that recipients have met NACVA’s rigorous standards of professionalism, expertise,… Read more ›