Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2024 Virginia Collaborative Professionals annual conference on Monday, November 11, 2024, representing the third consecutive year CBM has sponsored this event. The theme of this year’s conference, which will be virtually hosted from 8:30 am to 1:30 pm EDT, is “Avoiding Splitting the Team in Collaborative Practice”. Click here to learn more about VaCP. Jane Ochsman Rowny, VaCP treasurer, and other members of the firm’s divorce financial… Read more ›
A team of colleagues from Councilor, Buchanan & Mitchell (CBM) joined the Rock Creek Conservancy on Saturday morning, July 13 for a clean-up initiative in Washington, DC’s Rock Creek Park. Eight community service-motivated CBMers, joined by friends and family members, worked hard for nearly two hours to clear English ivy from around the bases of nearly 75 trees, filling 25 garbage bags in the process. English ivy can block sunlight, damage bark and lead to fungal rot to accelerate the… Read more ›
Councilor, Buchanan & Mitchell (CBM) will serve as a hole sponsor at the 2024 Maryland Automobile Dealers Association annual golf outing and crab feast on Saturday, September 17, 2024. The outing, hosted annually by MADA, will be held at the Queenstown Harbor golf course at 301 Links Lane in Queenstown, MD. Members of CBM’s automotive dealerships team will also participate in the outing. We look forward to speaking and networking with clients and other representatives of the automotive dealerships industry…. Read more ›
Councilor, Buchanan & Mitchell (CBM) has been named to the 2024 list of top 300 accounting firms by INSIDE Public Accounting (IPA), a national accounting industry publication. IPA surveys accounting firms across the country on an annual basis and develops its list ranked by the net revenue submitted by each participating firm. This year, CBM ranked #226 among all participating firms. CBM has appeared on IPA’s list of Top 300 firms since 2019. Councilor, Buchanan & Mitchell (CBM) is a… Read more ›
Reema Patel, CPA, CFP®, a partner at Councilor, Buchanan & Mitchell (CBM), and Stephanie Anderson, CFA, CFP®, CDFA®, a manager of financial planning and wealth management at CBM, are scheduled to present on effective retirement planning strategies for the Greater Washington Society of CPAs (GWSCPA). Their session, which will be offered virtually, is scheduled on Thursday, August 22 from 11 am to 12 pm EDT. Reema and Stephanie are both CERTIFIED FINANCIAL PLANNERSTM who collaborate with clients to pursue their… Read more ›
Jane Ochsman Rowny, CPA, CFP®, CDFA® and Jordan P. Egert, CPA, CFE, CDFA®, partners and directors of divorce and litigation services at Councilor, Buchanan & Mitchell (CBM), are scheduled to present at the Maryland Association of CPAs’ (MACPA) 55th Annual Chesapeake Tax Conference on Thursday, September 19. Their session, scheduled virtually from 10:45 am to 12 pm EDT, is entitled “Tax Issues in Divorce” and will address how the emotional aspects of a divorce may lead to financial mistakes and… Read more ›
Councilor, Buchanan & Mitchell (CBM) will serve as a 19th hole dinner sponsor at the 7th annual Bob Bell Automotive charity golf tournament on Monday, September 9 at the Chartwell Golf and Country Club in Severna Park, MD. The tournament, held in partnership with There Goes My Hero, a not-for-profit organization, raises money for blood cancer patients and their families. CBM is an annual sponsor of this golf tournament. Visit the event webpage for more information and to register. Members… Read more ›
Councilor, Buchanan & Mitchell (CBM) is proud to announce the following team members have been named partners at the firm. Everyone at CBM congratulates Reema and Steve for their advancement and wishes them every success in their new leadership roles. 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) is proud to announce the following promotions effective July 1, 2024. We are also excited to announce that Reema Patel and Steve Snee have been promoted to partners. Read more here. Everyone at Councilor, Buchanan & Mitchell congratulates our team members for their accomplishments. 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.
Anthi Bourazani, a financial planning associate at Councilor, Buchanan & Mitchell (CBM), has earned her Master’s degree in finance from Fordham University’s Gabelli School of Business. Anthi is a member of CBM’s divorce and litigation practice group who helps clients move from difficult financial transitions toward a more secure future. Her expertise includes assets summaries and analysis, income and cash flow projections, retirement projections and financial analysis. She also publishes articles to help current and prospective clients understand the financial… Read more ›