CBM News

In August, Councilor Buchanan & Mitchell’s (CBM) Community Impact Committee organized a successful food drive to support the Capital Area Food Bank. Employees generously contributed canned goods and pantry staples to CBM’s Bethesda location. A digital campaign for monetary contributions allowed our remote employees and friends to take part in the action. In total, CBM collected 62 items including peanut butter, pasta, soup, canned vegetables and more. Our digital campaign raised $520, which will provide 1,040 meals to individuals and… Read more ›

Abbie (Niehoff) Frishman, manager of divorce financial planning services at Councilor, Buchanan & Mitchell (CBM), is scheduled to present at a Divorce OptionsTM of Northern Virginia workshop on Wednesday, November 13, 2024 from 5:30 – 7:30 pm EST. The Divorce OptionsTM program, sponsored by Collaborative Professionals of Northern Virginia, is a low-cast public education program presented by local experts in separation and divorce. The topics covered by presenters, who are financial specialists, attorneys and mental health professionals, include the legal,… Read more ›

Councilor, Buchanan & Mitchell (CBM) was named by the Daily Record as one of the 2024 Best Companies to Work For in Maryland. The awards event announcing all recognized companies was held at the Prime Rib at Live! Casino & Hotel Maryland in Hanover, MD on Wednesday, September 4 as part of its annual program to celebrate organizations that have demonstrated a commitment to excellence. Research for the Best Companies to Work For program was managed by the Best Companies… Read more ›

Jane Ochsman Rowny, partner and a director of divorce and litigation services at Councilor, Buchanan & Mitchell (CBM), will co-host a discussion for the International Academy of Collaborative Professionals on Wednesday, October 16 at 3 pm PT. The session, entitled “Conversation time with the Financial Neutrals”, will present a discussion and networking opportunity among financial neutrals as they discuss their role in the collaborative process working with both parties in a divorce to help them understand their financial situation and… Read more ›

Alain Pankopf and Caitlin O’Neal, respectively manager and learning & development specialist at Councilor, Buchanan & Mitchell (CBM), joined with the Greater Bethesda Chamber of Commerce to support a back-to-school backpack drive in support of students returning to school. Working alongside other members of the Chambers’ NextExecs Committee the afternoon of Tuesday, August 20, Alain and Caitlin helped assemble more than 300 backpacks of donated school supply items for students in need throughout Montgomery County. The event was the culmination… Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2024 Virginia Collaborative Professionals annual conference on Monday, November 11, 2024, representing the third consecutive year CBM has sponsored this event. The theme of this year’s conference, which will be virtually hosted from 8:30 am to 1:30 pm EDT, is “Avoiding Splitting the Team in Collaborative Practice”. Click here to learn more about VaCP. Jane Ochsman Rowny, VaCP treasurer, and other members of the firm’s divorce financial… Read more ›

A team of colleagues from Councilor, Buchanan & Mitchell (CBM) joined the Rock Creek Conservancy on Saturday morning, July 13 for a clean-up initiative in Washington, DC’s Rock Creek Park. Eight community service-motivated CBMers, joined by friends and family members, worked hard for nearly two hours to clear English ivy from around the bases of nearly 75 trees, filling 25 garbage bags in the process. English ivy can block sunlight, damage bark and lead to fungal rot to accelerate the… Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a hole sponsor at the 2024 Maryland Automobile Dealers Association annual golf outing and crab feast on Saturday, September 17, 2024. The outing, hosted annually by MADA, will be held at the Queenstown Harbor golf course at 301 Links Lane in Queenstown, MD. Members of CBM’s automotive dealerships team will also participate in the outing. We look forward to speaking and networking with clients and other representatives of the automotive dealerships industry…. Read more ›

Councilor, Buchanan & Mitchell (CBM) has been named to the 2024 list of top 300 accounting firms by INSIDE Public Accounting (IPA), a national accounting industry publication. IPA surveys accounting firms across the country on an annual basis and develops its list ranked by the net revenue submitted by each participating firm. This year, CBM ranked #226 among all participating firms. CBM has appeared on IPA’s list of Top 300 firms since 2019. Councilor, Buchanan & Mitchell (CBM) is a… Read more ›

Reema Patel, CPA, CFP®, a partner at Councilor, Buchanan & Mitchell (CBM), and Stephanie Anderson, CFA, CFP®, CDFA®, a manager of financial planning and wealth management at CBM, are scheduled to present on effective retirement planning strategies for the Greater Washington Society of CPAs (GWSCPA). Their session, which will be offered virtually, is scheduled on Thursday, August 22 from 11 am to 12 pm EDT. Reema and Stephanie are both CERTIFIED FINANCIAL PLANNERSTM who collaborate with clients to pursue their… Read more ›