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Category: CBM News

August 3, 2021

CBM Continues Climbing INSIDE Public Accounting’s Top 300 Firms List

CBM continues to climb INSIDE Public Accounting’s (IPA) list of top 300 public accounting firms for the third consecutive year. In 2021, CBM ranked #216 among all firms across the country on IPA’s industry-recognized list, moving up from last year’s spot at #220. “CBM is proud to be recognized by INSIDE Public Accounting once more for our growth in recent years,” said Daniel L. Weaver, CPA, president and managing partner of the firm. “Our team has been very attuned to… Read more ›

July 13, 2021

Six New Partners Welcomed to CBM’s Leadership Team

Councilor, Buchanan & Mitchell, P.C. (CBM), a Bethesda, MD-based accounting and advisory firm, is proud to announce that the following individuals have become partners effective July 1, 2021: Thomas B. Bailey, CPA, CVA – Partner / Director, Construction and Real Estate Group Daniel Keefer, CPA, CVA – Partner Julia Lafferty, CPA – Partner / Director, Not-for-Profit Group Jane Ochsman Rowny, CPA, CFP®, CDFA® – Partner / Director, Divorce Litigation Group Aleksandr S. Seleznev, MBA, CFP®, CFA – Partner, Financial Advisor… Read more ›

July 12, 2021

CBM Announces July 1 Promotions

PDF: CBM Announces Promotions Effective July 1 Councilor, Buchanan & Mitchell, P.C. (CBM), a Bethesda, MD-based accounting and advisory firm, is proud to announce the following promotions effective July 1, 2021: Elliot Antokas, CPA – Senior-in-Charge Lisa A. Drummond, CPA – Senior Manager Eric S. Fox, CPA – Senior-in-Charge Brenda L. Haase, CPA – Senior Manager Linda Murphy – Director of Office Operations Suzanne M. Nalls, CPA – Senior Manager Alain Pankopf, CPA – Senior-in-Charge Bhavin B. Patel, CPA –… Read more ›

April 1, 2021

Councilor, Buchanan & Mitchell, P.C. and Team Members Donate $1,170 to Honor Women’s History Month

Councilor, Buchanan & Mitchell, P.C. (CBM), a Bethesda, MD-based accounting and advisory firm, and individual team members, donated $1,170 to several organizations to honor Women’s History Month in March. The campaign, spearheaded by D-PATH, an internal employee affinity group dedicated to supporting diversity and inclusion, is part of CBM100-Charities, a two-year initiative to celebrate the firm’s 100th anniversary through team-wide charitable giving and volunteerism. Donations benefited the Women’s Economic Future Fund, the DC chapter of the Accounting & Financial Women’s… Read more ›

March 23, 2021

Celebrating Edna Nick (In Honor of Women’s History Month)

In honor of Women’s History Month, Councilor, Buchanan & Mitchell, P.C. is proud to celebrate Edna Nick, the first of several women who continue to serve as equity partners in our 100-year history. Edna Nick was the first woman to pass the CPA examination in the Commonwealth of Virginia and, after becoming certified, she would go on to work at Councilor, Buchanan & Mitchell for 51 years and become the firm’s first equity woman partner. Although women were a minority… Read more ›

March 12, 2021

CBM Named to Accounting Today’s Annual List of 2021 Regional Leaders

Councilor, Buchanan & Mitchell, P.C. has been named one of the regional leaders among accounting firms in the Mid-Atlantic region. Accounting Today, a leading trade publication in the accounting industry, annually recognizes the largest tax and accounting practices across the country based on revenue. This is CBM’s second recognition by Accounting Today in recent months. Last August, CBM was recognized as the 220th largest firm in the country (jumping up from 245 the previous year) and as one of the… Read more ›

March 3, 2021

Washingtonian Magazine Recognizes Debbie May’s Financial Expertise for the Ninth Time

PDF: Washingtonian Magazine Recognizes Debbie May’s Financial Expertise for the Ninth Time Debora E. May, CPA, CFP®, CDFA®, Executive Vice President at Councilor, Buchanan & Mitchell, P.C., director of the firm’s divorce, litigation, wealth management and financial planning practice, and chief investment officer at May Barnhard Investments (MBI), the firm’s financial advisory subsidiary, has been recognized by Washingtonian Magazine as a top financial advisor in the Washington, DC metropolitan region. May has been recognized nine times by Washingtonian over the… Read more ›

March 2, 2021

CBM Senior Auditor Provides Nourishment for the Less Fortunate in Cape Town, South Africa

‘We do not need magic to change the world; we carry all the power we need inside ourselves already. We have the power to imagine better.’ – Chichi Bhene Chichi Bhene, one of Councilor, Buchanan & Mitchell’s newest team members, wasted no time in contributing to the firm’s CBM100-Charities initiative, a project through which team members serve charitable causes across the Washington, DC metropolitan region or, in Chichi’s case, in South Africa. Chichi, a senior auditor in Cape Town, spent… Read more ›

January 28, 2021

Maria Luck Inspires Blood Donations at CBM

On November 23, 2020 CBM’s Audit Senior-In-Charge Maria Luck donated blood at a OneBlood location in Oviedo, Florida. OneBlood is a not-for-profit dedicated to enhancing the health and well-being of others through their work with blood and stem cells which assist in furthering scientific research. During her donation time, Maria was able give a quarter of a gallon of blood to the cause. She was compelled to donate because “in a COVID world, on top of the world’s individual normal… Read more ›

January 5, 2021

CBM Tax Manager Lucy Gomez Prepares Food for Local DMV Shelters

In early November, CBM’s Tax Manager Lucy Gomez volunteered at Manna Food Center and Clarksburg CAN – Community Assistance Network to package non-perishable goods for homeless shelters in the DC Metropolitan Area. She spent a total of 10 hours volunteering at the two locations and prepared a number of meals in the process. She worked tirelessly alongside other volunteers to get together as many meals as possible. Manna Food Center is a Silver Spring, MD-based not-for-profit organization dedicated to ending… Read more ›