CBM News

Councilor, Buchanan & Mitchell (CBM) hosted an evening reception the evening of January 30 to celebrate the opening of its new DC location at 1150 18th Street NW, Suite 550. The new office space will help accommodate those who joined the firm following the acquisition of Chaconas & Wilson late last year, as well as other long-serving CBM professionals who were based in the firm’s previous office location. This was an excellent opportunity for clients to meet members the CBM… Read more ›

Councilor, Buchanan & Mitchell (CBM) expanded its executive committee effective January 1 as Daniel L. Weaver, a partner at the firm since 2011, became its most recent member. CBM’s executive committee is composed of CBM President and Managing Partner Peter B. Reilly, CPA, CVA, Tax Practice Director Richard E. Morris, CPA, MST and Financial Planning Practice Director Debora E. May, CPA, CFP®, CDFA®. Patricia Drolet, CPA, PFS shifted from her term on the executive committee to become chairman of CBM’s… Read more ›

Councilor, Buchanan & Mitchell (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC elected Executive Vice President Patricia Drolet, CPA, PFS to become board chair effective January 1, 2019. Drolet has served on the firm’s executive committee for four years with CBM President and Managing Partner Peter B. Reilly, CPA, CVA, Tax Practice Director Richard E. Morris, CPA, MST and Financial Planning Practice Director Debora E. May, CPA, CFP®, CDFA®. The addition of Drolet… Read more ›

New Office Space to Accommodate Growth of Not-for-Profit and Professional Services Practices and Acquisition of DC-based Tax and Advisory Firm, Chaconas & Wilson, P.C. Councilor, Buchanan & Mitchell (CBM) has doubled its Washington, DC presence with new office space at 1150 18th Street, NW, Suite 550. Through open architecture and state-of-the-art technologies CBM’s expanded new office in Northwest Washington is now better equipped to serve its growing not-for-profit and professional services teams. CBM’s new office opened December 1, with the… Read more ›

Acquisition Expands CBM Financial Planning and Investment Management Services Councilor, Buchanan & Mitchell (CBM) has acquired May Barnhard Investments, LLC (MBI) effective November 1, 2018. MBI, a fee-only financial management firm, provides comprehensive financial planning and investment management services to help clients pursue their life goals with confidence. MBI was founded in 2013 by Debora May, CPA, CFP®, CDFA®, Judith Barnhard, CPA, CFP®, CDFA®, Jeff May, CPA and Alex Seleznev, MBA, CFP®, CFA. Ms. May, Ms. Barnhard and Mr. May… Read more ›

Top 25 DC-Area Accounting Firm Expands Service Capabilities in Tax, Advisory and Not-for-Profit Councilor, Buchanan & Mitchell (CBM), a full-service accounting and advisory firm with offices in Bethesda, MD and Washington, DC, will merge in the tax and advisory expertise of Chaconas & Wilson, P.C., effective November 1. The expansion will create a firm of 97 team members including 12 partners. “We here at CBM are excited to welcome the Chaconas & Wilson accountants and advisors,” said Peter B. Reilly,… Read more ›

Councilor, Buchanan & Mitchell (CBM)’s professionals are running! On Sunday, October 28, ten team members and supporters will participate in the Marine Corps 10K in support of the Children’s Inn at NIH. The Children’s Inn is a not-for-profit residence for families with children participating in leading-edge research studies at the National Institutes of Health in Bethesda, MD. The NIH Clinical Center is the nation’s premier biomedical research hospital, providing an opportunity for residents to be partners in advancing medical discoveries… Read more ›

Councilor, Buchanan & Mitchell (CBM) is happy to announce the promotion of Jessica Rose. Jessica has expertise delivering tax, bookkeeping and financial statement services to organizations in the not-for-profit, construction, and healthcare sectors. Jessica’s extensive knowledge of QuickBooks and other accounting software is essential to her role in CBM’s outsourcing department. Everyone at the firm is proud of her accomplishment! Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic… Read more ›

July 27, 2018 (Bethesda, MD & Washington, DC) – Jordan Egert CPA, CFE, CDFA®, litigation support manager at Councilor, Buchanan & Mitchell (CBM), completed mediation and collaborative training hosted by the Collaborative Practice Training Institute (CPTI), to refine his advocacy skills and enhance his ability to help clients involved in the collaborative practice. CPTI provides collaborative training to people of various occupations-from accountants, to lawyers and mental health professionals-who help clients solve disputes as professionally and respectfully as possible. The… Read more ›

Abbie Niehoff, financial planning and litigation support paralegal at Councilor, Buchanan & Mitchell (CBM), has received her paralegal graduate certificate from George Washington University. The achievement represents demonstrated competence as a paralegal, and is a core component of the education and training program in which she is enrolled through a Master of Paralegal Studies course of study at GWU. She expects to graduate in December 2018. In her role at CBM, Ms. Niehoff delivers financial planning expertise to clients involved… Read more ›