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Gail Halpern, CPA, PFS

Estate and Trust Senior Advisor / Consultant

Gail Halpern is a Senior Advisor/Consultant at CBM – Councilor, Buchanan & Mitchell, P.C. in the area of trusts and estates.  She has over 33 years of public accounting experience.  Before joining CBM, Gail was a senior consultant to the Trust and Estate practice at May & Barnhard, P.C., a Bethesda, Maryland-based tax and financial consulting firm that merged into CBM in November of 2017.  Prior to her 22 years at May and Barnhard, Gail was a tax manager at the New York City office of KPMG.

Gail specializes in trust, estate and gift planning, trust and estate administration, and trust and estate tax return preparation services.  She also specializes in the preparation of gift tax returns.  Gail helps family trustees and executors maneuver their way through often-complicated Trust and Estate Administration issues.  She is skilled at explaining complex tax issues in easy-to-understand terminology and finding creative solutions in complicated situations.  Gail has extensive experience assisting trustees and executors by guiding them through the administration and tax return processes.

Professional Qualifications and Education

  • B.S. Accounting – Yeshiva University
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Civic and Business Associations

  • Member of the American Institute of Certified Public Accountants (AICPA)
  • Member of the Maryland Association of Certified Public Accountants (MACPA)
  • Member of the Maryland Society of Accounting and Tax Professionals (MSATP)