CBM News

On January 2, Staff Accountant Derya Gazioglu gathered Councilor, Buchanan & Mitchell (CBM) staff members John Shlesinger, Bhavin Patel, Grace Song, Mikki Obreja, Minji Kim and Michael Corvelli to volunteer at the DC Central Kitchen, a charitable organization which “was founded in 1989 by a young nightclub manager named Robert Egger. Robert’s idea for a ‘central kitchen’ involved picking up wasted food, turning it into balanced meals for shelters and nonprofits and using that process to train jobless adults in… Read more ›

With its winter recess looming before it, Congress has engaged in a flurry of activity. Most notably, it reached agreement on a massive governmentwide spending package titled the Further Consolidated Appropriations Act, 2020. The legislation extends certain income tax provisions that had expired, as well as some that were due to expire at the end of 2019. Congress traditionally passes so-called “extenders” annually, but it neglected to do so for 2018. As a result, several popular breaks for both individuals… Read more ›

December 20, 2019 (Bethesda, MD & Washington, DC) – May Barnhard Investments, the fee-only financial advisory affiliate of Councilor, Buchanan & Mitchell (CBM), has launched its new website, providing details about the expertise of MBI’s nine financial and investment management professionals, and an overview of the firm’s relationships with individual and institutional clients. The new May Barnhard Investments website can be accessed at www.maybarnhardinvestments.com. “When we welcomed MBI in late 2018, we wanted to enhance its visibility so clients understood… Read more ›

Councilor, Buchanan & Mitchell (CBM) kicked off its annual toy drive in mid-November in support of The Children’s Inn at NIH, a residential facility located on the grounds of the National Institutes of Health in Bethesda, MD, that allows families with seriously ill children participating in research at the NIH to stay free of charge. With just over 100 team members at the firm, project lead Martina Childress, who serves as CBM’s editor and senior proofreader, challenged colleagues to each… Read more ›

On Saturday, November 2, Councilor, Buchanan & Mitchell (CBM)’s Assistant Controller Lisa Sippel and Tax Process Manager Lucy Gomez joined a large group of volunteers from the McLean Rotary Club to assemble meals in support of Rise Against Hunger, an organization that provides millions of meals to those in need in developing nations around the world. The meals prepared during their event, which consisted of soy beans, dried vegetables, rice and vitamin packets, went to help patients hospitalized in the… Read more ›

                      Director of Not-for-Profit Services Daniel L. Weaver and Senior Advisor Anthony Cuozzo are scheduled to present at the 2019 Greater Washington Society of CPAs’ (GWSCPA) Nonprofit Symposium in Washington, DC on Wednesday, December 18 from 9:05 – 9:55 am. The Symposium is an annual two-day event that delivers networking and professional education opportunities for hundreds of financial professionals in the not-for-profit sector throughout the Washington, DC metropolitan region. This… Read more ›

Councilor, Buchanan & Mitchell (CBM) went to see Tony Award winner Dear Evan Hansen at the Kennedy Center on September 4th. Winner of 6 Tony Awards, including Best Musical and the 2018 Grammy Award, Dear Evan Hansen is the deeply personal and profoundly contemporary musical about life and the way we live it. The Washington Post calls Dear Evan Hansen “one of the most remarkable shows in musical theater history.”         Councilor, Buchanan & Mitchell (CBM) is… Read more ›

August 20, 2019 (Bethesda, MD & Washington, DC) – Councilor, Buchanan & Mitchell (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, has been named to INSIDE Public Accounting’s list of top 300 public accounting firms, based on revenue and ongoing financial performance. This represents the first time that CBM, which ranked #245, has appeared in the industry-recognized list, reflecting a period of rapid growth for CBM over the past five years. “CBM is… Read more ›

Peter Reilly, CPA, CVA, President and Managing Partner of Councilor, Buchanan & Mitchell (CBM), was named Managing Partner of the Year by the Rainmaker Companies, a firm dedicated to supporting the growth of hundreds of accounting firms through comprehensive training, community-building, and consulting expertise. The award was due to a recognition of CBM’s growth, an increase in diversity in both leadership and the firm, professionalism, and excellence in management and staffing. The award was presented to Reilly on June 19… Read more ›

Kathleen Booker, Senior Auditor at Councilor, Buchanan & Mitchell (CBM) has earned her Certified Public Accountant license from the Virginia Board of Accountancy, the organization recognized for establishing educational and professional standards in the financial industry. Kathleen Booker joined CBM in September 2017, where she is primarily responsible for performing audit engagements in the not-for-profit sector. Additionally, Kathleen provides tax services to individuals and small businesses. Her recent promotion to Senior Auditor will continue to fuel her professional growth as… Read more ›