CBM News

The Greater Washington Society of CPAs has published “Availability and Liquidity Disclosure”, an article by Bhavin Patel, CPA, senior accountant at Councilor, Buchanan & Mitchell, to highlight one key determinant about the health of a not-for-profit organization. The article was published on GWSCPA’s Nonprofit Accounting Basics website, which provides current, up-to-date financial information for not-for-profit organizations. This is the first of two related articles by Patel; the second will be published in the near future. Patel also participates on GWSCPA’s… Read more ›

PDF: CBM Partner Julia Lafferty Elected to the Greater Washington Society of CPAs Executive Committee Julia Lafferty, CPA, a partner at Councilor, Buchanan & Mitchell and a director of the firm’s not-for-profit and employee benefit plan services groups, has been elected to the executive committee of the Greater Washington Society of CPAs (GWSCPA) effective July 1, 2022. This five-year commitment will incorporate several progressive leadership roles including annual service as secretary, treasurer, vice president/president-elect, president and immediate past president. During… Read more ›

Councilor, Buchanan & Mitchell is pleased to announce the following promotions effective July 1, 2022: Alain Pankopf, CPA – Supervisor Anne Hayes, MSF – Supervisor Bryan Klieber, CPA – Manager Christina Vacek, CPA – Supervisor Jamie Blum, CPA, CDFA® – Senior Manager Janice Wofford – Supervisor Chris Mills – Senior-in-Charge Claire Yuan, CPA – Senior-in-Charge Roger Harris – Senior Accountant Wendy Wang, CPA – Senior-in-Charge We wish Alain, Anne, Bryan, Christina, Jamie, Janice, Chris, Claire, Roger and Wendy well as they take on their new responsibilities. Councilor, Buchanan & Mitchell… Read more ›

PDF: CBM Manager Amanda McWilliams Graduates from GWSCPA Margaret DeBoe Leadership Program  Amanda McWilliams, CPA, a manager of tax and client advisory and accounting services (CAAS) at Councilor, Buchanan & Mitchell, was recognized as a graduate of the Greater Washington Society of CPAs’ Margaret DeBoe Leadership Program at GWSCPA’s annual meeting on Wednesday, June 8. The program, founded in 2016 to recognize GWSCPA’s first woman president, provides in-depth educational programming and peer networking with other CPA firm leaders during an… Read more ›

PDF: Councilor, Buchanan & Mitchell Recognized by the Montgomery County Council for 100 Years of Service Councilor, Buchanan & Mitchell (CBM) was recognized for its 100th anniversary by the Montgomery County Council on Thursday, May 26. Dan Weaver, president and managing partner of CBM, and partners Winnie Yang and John Comunale, received a framed proclamation from Council Vice President Evan Glass at a brief ceremony hosted at the Council’s offices in Rockville, Maryland, the seat of Montgomery County. “CBM is… Read more ›

Reema Patel, manager and co-director of Diversity – Professional Accountants and Advisors Transforming the Horizon (D-PATH), the firm’s internal diversity and inclusion group, published an article in the Spring 2022 issue of Disclosures, the membership publication of the Virginia Society of CPAs. Reema’s article, “Carving a Diverse Path: How One CPA Firm Developed a Program to Develop and Advance a Diverse Workforce”, shares how D-PATH began driving more intentional efforts to empower women and minorities through professional development, networking and… Read more ›

Mikki Obreja, senior tax manager at CBM, has been quoted in a white paper by CrossTower, a cryptocurrency exchange entitled “Cryptocurrency Donations”. Mikki addresses the impact on a donor’s long-term capital gains rate after the sale of bitcoin based on the donor’s taxable income and filing status. Click here to read the white paper. 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.  

Aleksandr S. Seleznev, partner and director of wealth management and financial planning at CBM (and co-founder of MBI, the firm’s wealth management subsidiary), has been quoted in an article by Kiplinger entitled 37 Ways to Earn Up to 9% Yields on Your Money. This is the third year Alex has been quoted in Kiplinger’s Investing column. Click here to read the article. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout… Read more ›

Councilor, Buchanan & Mitchell (CBM) received a 2022 Marketing Achievement Award at the annual Association for Accounting Marketing Summit in Louisville, Kentucky on Monday, May 3. The award, presented in the Content and Collateral Marketing category,  recognized the firm’s 100th anniversary publication, CBM100-Book, which launched during the firm’s centennial celebration in October 2021. CBM100-Book was the result of more than two years of commitment and reflects the history of CBM set against the historical backdrop of Washington, DC, national and… Read more ›

Councilor, Buchanan & Mitchell (CBM) is proud to serve as a gold sponsor of the 2022 Greater Washington Society of CPAs Women’s Leadership Conference at the Towers Crescent Conference Center in Vienna, VA. This event, to be held on Thursday, May 19, provides networking and professional development opportunities for women throughout the Washington, DC metropolitan region. Through the firm’s internal diversity and inclusion group, Diversity – Professional Accountants and Advisors Transforming the Horizon (D-PATH), CBM has been involved for several… Read more ›