Category: CBM News

New Office Space to Accommodate Growth of Not-for-Profit and Professional Services Practices and Acquisition of DC-based Tax and Advisory Firm, Chaconas & Wilson, P.C. Councilor, Buchanan & Mitchell, P.C. (CBM) has doubled its Washington, DC presence with new office space at 1150 18th Street, NW, Suite 550. Through open architecture and state-of-the-art technologies CBM’s expanded new office in Northwest Washington is now better equipped to serve its growing not-for-profit and professional services teams. CBM’s new office opened December 1, with… Read more ›

Acquisition Expands CBM Financial Planning and Investment Management Services CBM – Councilor, Buchanan & Mitchell, P.C. (CBM) has acquired May Barnhard Investments, LLC (MBI) effective November 1, 2018. MBI, a fee-only financial management firm, provides comprehensive financial planning and investment management services to help clients pursue their life goals with confidence. MBI was founded in 2013 by Debora May, CPA, CFP®, CDFA®, Judith Barnhard, CPA, CFP®, CDFA®, Jeff May, CPA and Alex Seleznev, MBA, CFP®, CFA. Ms. May, Ms. Barnhard… Read more ›

Top 25 DC-Area Accounting Firm Expands Service Capabilities in Tax, Advisory and Not-for-Profit Councilor, Buchanan & Mitchell, P.C. (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, will merge in the tax and advisory expertise of Chaconas & Wilson, P.C., effective November 1. The expansion will create a firm of 97 team members including 12 partners. “We here at CBM are excited to welcome the Chaconas & Wilson accountants and advisors,” said Peter B…. Read more ›

CBM’s professionals are running! On Sunday, October 28, ten team members and supporters will participate in the Marine Corps 10K in support of the Children’s Inn at NIH. The Children’s Inn is a not-for-profit residence for families with children participating in leading-edge research studies at the National Institutes of Health in Bethesda, MD. The NIH Clinical Center is the nation’s premier biomedical research hospital, providing an opportunity for residents to be partners in advancing medical discoveries and improving the health… Read more ›

September 6, 2018 (Bethesda, MD & Washington, DC) – Jenny Wang, CFA®, CFP®, senior investment analyst at CBM – Councilor, Buchanan & Mitchell, P.C. has earned her certified financial planner (CFP®) designation from the CFP Board, the organization recognized for fostering professional standards for personal financial planning. She joins Debora E. May, Judith P. Barnhard, Jane Ochsman Rowny, Wendy M. Moyers and Aleksandr S. Seleznev as CBM’s sixth certified financial planner, deepening the firm’s expertise in this area. In her… Read more ›

CBM is happy to announce the promotion of Jessica Rose. Jessica has expertise delivering tax, bookkeeping and financial statement services to organizations in the not-for-profit, construction, and healthcare sectors. Jessica’s extensive knowledge of QuickBooks and other accounting software is essential to her role in CBM’s outsourcing department. Everyone at the firm is proud of her accomplishment!

July 27, 2018 (Bethesda, MD & Washington, DC) – Wendy Moyers, CFP®, CDFA®, and Jordan Egert CPA, CFE, CDFA®, respectively senior financial advisor and litigation support manager at Councilor, Buchanan & Mitchell P.C. (CBM), completed mediation and collaborative training hosted by the Collaborative Practice Training Institute (CPTI), to refine their advocacy skills and enhance their ability to help clients involved in the collaborative practice. CPTI provides collaborative training to people of various occupations-from accountants, to lawyers and mental health professionals-who… Read more ›

CBM – Councilor, Buchanan & Mitchell, P.C., a leading full-service accounting and business advisory firm that serves the Mid-Atlantic region through offices in Bethesda, Maryland and Washington, DC, is proud to announce the promotions of several members of its team: Daniel Keefer, CPA, CVA – Senior Manager (Audit) Abyot Wondimu, CPA –Manager (Audit) Reema Patel, CPA – Supervisor (Audit) Shiwen Gao, CPA – Senior-in-Charge (Tax) Bryan Klieber, CPA – Senior-in-Charge (Audit) Daisy Paridon – Senior (Audit) Ginger Wu – Senior (Tax) “I am happy to… Read more ›

Abbie Niehoff, financial planning and litigation support paralegal at CBM – Councilor, Buchanan & Mitchell, P.C., has received her paralegal graduate certificate from George Washington University. The achievement represents demonstrated competence as a paralegal, and is a core component of the education and training program in which she is enrolled through a Master of Paralegal Studies course of study at GWU. She expects to graduate in December 2018. In her role at CBM, Ms. Niehoff delivers financial planning expertise to… Read more ›

CBM will sponsor the DC Academy of Collaborative Professionals’ Spring Symposium on April 27, 2018. The annual event, hosted by the Academy’s international network of legal, financial and mental health and other professionals who assist parties facing separating, divorce or other difficult matters through a non-adversarial process, will focus on the LGBTQ experience and the role of families, culture and the law. CBM is a long-time supporter and member of the Academy and offers decades of experience providing financial neutral… Read more ›