Category: CBM News

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2023 Collaborative Professionals of Northern Virginia holiday party on Thursday, November 30. The event will be held at The Koi Room in Falls Church, Virginia. Several of CBM’s team members are actively involved in CPNV including Jordan P. Egert, partner and co-director of divorce and litigation services who serves as CPNV’s treasurer. Egert will attend the 6:30 – 9:30 pm event with several colleagues including Jane Ochsman… Read more ›

PDF: Accounting MOVE Project Names Councilor, Buchanan & Mitchell One of the Best CPA Firms for Women and Equity Leadership After four consecutive years of being named to the Accounting MOVE Project’s (MOVE) annual list of top firms for equity leadership, Councilor, Buchanan & Mitchell (CBM) received that honor for a fifth year in 2023 along with first-time recognition as one of the best accounting firms for women. MOVE, which publishes with the Accounting and Financial Women’s Alliance an annual… Read more ›

Councilor, Buchanan & Mitchell (CBM) is proud to welcome Joseph J. Barreca, a senior manager with more than 20 years of expertise in not-for-profit taxation. Joe has dedicated his career to serving as a trusted advisor to different types of tax-exempt groups including public charities, operating and non-operating private foundations, business leagues, social welfare organizations, and social and recreational clubs. His wide-ranging experience includes the planning and preparation of tax returns including federal Forms 990, 990-PF, 990-T, and state returns…. Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a dinner sponsor of the 2023 Washington Area New Automobile Dealers Association (WANADA) annual meeting and dinner on Tuesday, November 7 from 5:30 pm to 8:30 pm. The event will be held at the Columbia Country Club in Chevy Chase, MD where NADA President Mike Stanton and NADA Chairman Geoff Pohanka will deliver remarks on the state of the automotive industry. Members of CBM’s automotive dealership services team will participate in the… Read more ›

May Barnhard Investments (MBI), the wealth management subsidiary of Councilor, Buchanan & Mitchell, celebrated its 10th anniversary on Wednesday, October 11, at the Marriott Bethesda Downtown at Marriott HQ in Bethesda, Maryland. The MBI team celebrated in an intimate gathering alongside several clients and CBM partners for hors d’oeuvres and conversation. Click here to view photos from the celebration.

Councilor, Buchanan & Mitchell (CBM) is proud to serve as a bronze sponsor at the 2023 Greater Washington Society of CPAs Nonprofit Symposium, which will combine web-based education and an in-person component from October 3 through December 12. CBM has sponsored, presented and exhibited at the symposium for many years. Members of the firm’s not-for-profit professional services team look forward to participating in this year’s symposium and attending in-person sessions at the Washington DC Convention Center on Tuesday, December 12…. Read more ›

Councilor, Buchanan & Mitchell (CBM) will sponsor the Bar Association of Montgomery County Foundation’s 30th annual golf and pickleball charity classic on Monday, October 9. The charity event will be held at the Manor Country Club at 14901 Carrolton Road in Rockville, MD. The foundation uses funds raised from the event to support outreach programs within the local community and to provide reduced rate or pro bono legal assistance programs. Members of CBM’s divorce and litigation practice group will participate… Read more ›

Councilor, Buchanan & Mitchell (CBM) was recognized by Bethesda Magazine as a top workplace with some of the happiest employees in the Bethesda area. This marks the second consecutive year CBM was recognized for its workplace environment. In 2022, Bethesda Magazine also named CBM one of the best places in the area to work. “We are proud of the environment we continue to invest in creating for team members,” said Daniel L. Weaver, CPA, president of CBM. “From a competitive… Read more ›

September 22 Update: The photo above shows CBM award nominee Judith P. Barnhard (center), with Rebekah Brown, MACPA Chief Executive Officer (left) and Kimberly Ellison-Taylor, event emcee and former chair of the MACPA. Councilor, Buchanan & Mitchell (CBM) is proud to serve as a sponsor of the 2023 Maryland Association of CPAs (MACPA) Women to Watch Awards event on Friday, September 22, 2023. CBM also nominated  Judith P. Barnhard, CPA, CFP®, CDFA®, executive vice president and director of the firm’s… Read more ›

PDF: Councilor, Buchanan & Mitchell Manager Reema Patel Graduates from Upstream Academy’s Emerging Leaders Academy Reema Patel, a manager at Councilor, Buchanan & Mitchell (CBM), a full-service professional accounting and advisory firm, graduated from the Upstream Academy’s Emerging Leaders Academy, an industry-recognized program to develop emerging leaders from within the accounting industry. During a rigorous training and educational initiative, Patel focused on developing a business plan for delivering financial planning expertise to younger, higher-earning professionals using a subscription model. She… Read more ›