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Jordan P. Egert, CPA, CFE, CDFA®,

Manager, Litigation Support

Mr. Egert is a Manager at CBM-Councilor, Buchanan & Mitchell, P.C. He has more than 11 years of experience in financial analysis, personal and closely held business tax matters, financial consulting for collaborative, mediated and litigated cases (including support and negotiation of settlement options) and forensic accounting engagements.

His work has involved accounting and financial planning/analysis for support and property division matters in divorce – including cash flows, lifestyle and budget preparation/examination, retirement projections, tax projections, asset and liability division (including tax ramifications), tracing of commingled and separate assets, marital waste and spending analysis, hidden/sheltered asset identification, alimony and child support matters, closely held entity forensic engagements, public record searches, and strategy development. Mr. Egert has substantial experience in tax compliance matters in years which spouses become divorced. He has been involved with numerous cancellation of debt tax matters as they relate to real estate assets (backed by both recourse and non-recourse debt instruments).

Mr. Egert is recognized as an expert in his field – he has assisted with negotiations for over 100 collaborative divorce cases and over 75 litigated divorce cases – both directly with clients and attorneys and has qualified as an expert witness in divorce financial matters.).

Professional Qualifications and Education

  • Certified Public Accountant
  • Certified Fraud Examiner
  • Certified Divorce Financial Analyst
  • Collaboratively Trained
  • MBA from Florida Atlantic University

Professional Associations and Activities

  • Member of the Association of Certified Fraud Examiners (ACFE)
  • Member of Maryland Society of Accounting and Tax Professionals (MSATP)
  • Member of the Institute for Divorce Financial Analysts (IDFA)

Point of View:

People do not care how much you know, until they know how much you care. I find this Teddy Roosevelt quote inspiring and it enhances my mantra that a client interaction shouldn’t be just about the numbers and conclusions but also about developing and embracing a professional relationship as well.

Mentor:

A past mentor for me was a graduate studies business teacher – this teacher continued challenging me, even when a level of excellence was already reached.

Inspiration:

My greatest inspiration is derived from the outdoors, nature, and exploration of the world around us. I am enamored with taking it all in, in any manner (hiking, trekking, biking, running, travelling). It’s hard to describe, but I achieve a sense of completeness when I interact with both my natural surroundings and new cultures.

Lightning Round:

  • What is your favorite memory? The second before and after opening the envelope containing my CPA passing notification.
  • Where is your favorite place to spend time? Chile
  • What is one item on your bucket list? How about two: 1. Learn to do a backflip 2. Trek through Southeast Asia
  • What are four to five words you think describe you. Unique, Witty, Insightful, Curious, Welcoming
  • What do you want people to remember most about you? My commitment to providing to those in need