Category: CBM News

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 ›

Councilor, Buchanan & Mitchell (CBM) has been named to INSIDE Public Accounting’s (IPA) list of top accounting firms in the country in 2023. IPA, a national accounting industry publication, ranked CBM #217 based on the firm’s net revenue compared to that of other participating firms. CBM has appeared on IPA’s list of top 250 accounting firms since 2019. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from… Read more ›

Councilor, Buchanan & Mitchell (CBM), a leading full-service tax, accounting and advisory business headquartered in Bethesda, MD, is proud to announce the expansion of its Accounting and Advisory Services Group with the addition of two highly skilled professionals.   Monica Hollander, CMA, CIA is a manager of client accounting and advisory services at CBM with 15 years of accounting and financial operations management experience in the for- and not-for-profit sectors. Her expertise gained  from roles such as Global Finance Director… Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2023 Virginia Collaborative Professionals annual conference on November 13, 2023. Members of CBM’s divorce and litigation practice will participate in the conference, which will be held at the Omni Hotel in Charlottesville, Virginia. CBM has been a long-timer supporter of Virginia Collaborative Professionals and other collaborative divorce groups throughout the Washington, DC metropolitan region. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting… Read more ›