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CBM News

Firm News, Upcoming Events & Legislative Updates
March 17, 2020

CBM Board Chair Patricia Drolet Named the Recipient of the Virginia Society of CPAs Ruth Coles Harris Advancing Diversity and Inclusion Award

March 17, 2020 (Bethesda, MD & Washington, DC) – Patricia Drolet, CPA, PFS, Board Chair at Councilor, Buchanan & Mitchell, P.C. (CBM), has been named the recipient of this year’s Ruth Coles Harris Advancing Diversity and Inclusion Award. The award, granted annually by the Virginia Society of CPAs, recognizes a Washington, DC metro-area CPA who has championed diversity and inclusion at their company or within the industry, has served as an inspirational mentor or coach, or has actively implemented programs… Read more ›

March 13, 2020

CBM Jumps to Number 21 on the Washington Business Journal’s Annual List of Top Area Accounting Firms

March 13, 2020 (Bethesda, MD & Washington, DC) – Councilor, Buchanan & Mitchell, P.C. (CBM) has continued to advance in the Washington Business Journal’s annually reputed Book of Lists, placing Number 21 in the region’s list of top accounting firms. This is the third consecutive year CBM has appeared in the Journal and represents a jump from last year’s position at  Number 24. “Our presence continues to expand throughout the Washington, DC metropolitan region,” said Peter B. Reilly, CPA, CVA,… Read more ›

February 11, 2020

CBM Firm Administrator Spearheads Donation of Coats and Other Winter Items to Aid Local Homeless and Underprivileged

As part of CBM’s ongoing CBM100 charitable events, the firm’s administrator Linda Murphy spearheaded and managed the collection of gently worn coats and other winter items such as jackets, scarves and hats during the month of January for Central Union Mission. Central Union Mission is a faith-based not-for-profit organization and the oldest private social service agency–founded in 1884–in Washington, DC. Linda networked throughout the firm to enlist donations, generating several bags full of items from generous team members. As a… Read more ›

January 28, 2020

Debora May and Wendy Moyers Selected by Washingtonian Magazine as Top Financial Advisors in the Washington, DC Metropolitan Region

January 29, 2020 (Bethesda, MD & Washington, DC) – Debora May, CPA, CFP®, CDFA® and Wendy Moyers, CFP®, CDFA®, respectively Executive Vice President and Senior Financial Advisor at Councilor, Buchanan & Mitchell, P.C., have been recognized by Washingtonian Magazine as top financial advisors in the Washington, DC metropolitan region. This is the eighth such recognition for Ms. May and the first for Ms. Moyers. Winners are selected through a peer review process managed and administered by Washingtonian Magazine. Debora May, CPA,… Read more ›

January 24, 2020

CBM Bakes Cookies for the Bethesda Fire Department and Montgomery County Police to Show Their Gratitude

On January 21, Senior Tax Accountant Ginger Wu and Tax Manager Brenda Haase led team members Aurora Wheeler, Lorraine Flude, Winnie Yang, Tana Papinova, Abbie Niehoff and Jenny Wang in decorating cookies for the Bethesda Fire Department and Montgomery County Police to show gratitude for keeping the communities they serve safe. The cookies were decorated with the circle from the CBM logo. Brenda spent more than 10 hours baking cookies for the team to decorate. The next day, CBM President… Read more ›

January 11, 2020

CBM Cleans Up Trash from Rock Creek Park in Partnership with Rock Creek Park Conservancy

On January 10, Litigation Support Manager Jordan Egert led CBM staff members Tana Papinova, Pat Drolet, Reema Patel and Kathleen Booker in volunteering at Rock Creek Conservancy’s Rock Creek Park clean-up event. The Conservancy aids in education, restoration, and preservation of Rock Creek’s history and beauty, including 33 miles of creeks. The CBM team combined forces, spending several hours together cleaning up the river banks and wooded areas near Broad Branch Road. Their efforts, combined with those of other volunteers,… Read more ›

January 3, 2020

CBM Prepares Meals for Homeless Shelters and Transitional Homes in Partnership with DC Central Kitchen

On January 2, Staff Accountant Derya Gazioglu gathered CBM staff members John Shlesinger, Bhavin Patel, Grace Song, Mikki Obreja, Minji Kim and Michael Corvelli to volunteer at the DC Central Kitchen, a charitable organization which “was founded in 1989 by a young nightclub manager named Robert Egger. Robert’s idea for a ‘central kitchen’ involved picking up wasted food, turning it into balanced meals for shelters and nonprofits and using that process to train jobless adults in the culinary arts .”… Read more ›

December 31, 2019

CBM Kicks off 2020 With Staff Promotions

December 31, 2019 (Bethesda, MD & Washington, DC) – Councilor, Buchanan & Mitchell, P.C. (CBM) is proud to announce the promotions of several members of its team effective January 1, 2020: Winnie Yang, CPA –Principal Daniel Keefer, CPA, CVA – Principal Amanda McWilliams, CPA – Manager Jessica Rose – Supervisor Lingni Xu, CPA – Senior Accountant Elliot Antokas – Senior Accountant Monica Davis – Office Manager “These promotions recognize the outstanding contributions of our team members,” said Peter B. Reilly, CPA, CVA, president and… Read more ›

December 20, 2019

Spending Bill Extends Tax Breaks, Adds Retirement Account Provisions

With its winter recess looming before it, Congress has engaged in a flurry of activity. Most notably, it reached agreement on a massive governmentwide spending package titled the Further Consolidated Appropriations Act, 2020. The legislation extends certain income tax provisions that had expired, as well as some that were due to expire at the end of 2019. Congress traditionally passes so-called “extenders” annually, but it neglected to do so for 2018. As a result, several popular breaks for both individuals… Read more ›

December 20, 2019

May Barnhard Investments Launches New Website

December 20, 2019 (Bethesda, MD & Washington, DC) – May Barnhard Investments, the fee-only financial advisory affiliate of Councilor, Buchanan & Mitchell, P.C., has launched its new website, providing details about the expertise of MBI’s nine financial and investment management professionals, and an overview of the firm’s relationships with individual and institutional clients. The new May Barnhard Investments website can be accessed at www.maybarnhardinvestments.com. “When we welcomed MBI in late 2018, we wanted to enhance its visibility so clients understood… Read more ›