CBM News

Councilor, Buchanan & Mitchell (CBM) will sponsor the DC Academy of Collaborative Professionals’ Spring Symposium on April 27, 2018. The annual event, hosted by the Academy’s international network of legal, financial and mental health and other professionals who assist parties facing separating, divorce or other difficult matters through a non-adversarial process, will focus on the LGBTQ experience and the role of families, culture and the law. CBM is a long-time supporter and member of the Academy and offers decades of… Read more ›

The Washingtonian, one of the Washington, DC metropolitan region’s most prominent guides to business, lifestyle and entertainment, interviewed Richard Morris, Councilor, Buchanan & Mitchell (CBM)’s tax services director, about the impact of the Tax Cuts and Jobs Act. The Act, which Congress passed in late December and represents the most significant act of tax reform in more than 30 years, introduces a series of impacts for both businesses and individuals. Mr. Morris specifically addressed the end of deductions for business… Read more ›

Councilor, Buchanan & Mitchell (CBM), a Bethesda, MD-based accounting and advisory firm, leaped six spots in the Washington Business Journal’s annual list of top accounting firms, and returned CBM to the list of Top 25 accounting firms in the Washington, DC metropolitan region. “Our bench strength is now at a point that allows us to better serve the diverse needs of our clients,” said Peter B. Reilly, CPA, CVA, the firm’s president and managing partner. “The acquisition of May &… Read more ›

Debora May, CPA, CFP®, CDFA®, Executive Vice President at Councilor, Buchanan & Mitchell (CBM), was recognized by Washingtonian Magazine as a 2018 Top Financial Advisor. This award, whose winners are selected by peers throughout the Washington metropolitan region and compiled by the magazine, is the seventh such recognition for Ms. May who has been listed by the Washingtonian for financial advisory expertise multiple times in the past. Ms. May has more than 30 years of experience in public accounting with… Read more ›

Dominick Bellia, CPA, CITP, CBM’s director of client accounting services and an experienced provider of business and individual income tax services at Councilor, Buchanan & Mitchell (CBM), was promoted to Vice President and Partner effective January 1, 2018. Mr. Bellia is both a certified public accountant and a certified information technology professional under the AICPA. His combined expertise in accounting and technology positions him to bridge the two areas and consult with clients to improve their business processes and workflow…. Read more ›

Daniel Keefer, CPA, CVA, a manager at Councilor, Buchanan & Mitchell (CBM) has successfully completed the certification process with the National Association of Certified Valuators and Analysts™ (NACVA) to earn the Certified Valuation Analyst (CVA) credential. The CVA credential is granted only to qualified individuals with considerable professional experience in the field of business valuation. “The CVA designation is an indication to the business, professional, and legal communities that recipients have met NACVA’s rigorous standards of professionalism, expertise, objectivity, and… Read more ›

Top: John Comunale, Jeff May, Judy Barnhard, Dan Weaver, Holly Caporale, Keith Laudenberger Seated: Peter Reilly, Patricia Drolet, Debbie May, Richard Morris May & Barnhard, P.C., a tax and financial consulting firm based in Bethesda, MD, has become Councilor, Buchanan & Mitchell (CBM) effective November 1. CBM, an accounting and advisory firm with offices in Bethesda, MD and Washington, DC, now has 82 client service and operations professionals. For 96 years, CBM has delivered high-quality financial management solutions to professional… Read more ›

Councilor, Buchanan & Mitchell (CBM), a full-service accounting and advisory firm based in Bethesda, MD, will merge in the tax and financial consulting expertise of May & Barnhard, P.C., effective November 1. The expansion will create a team of 82 team members including 10 partners. “I am pleased to welcome the professionals of May & Barnhard to CBM as we continue to enhance our breadth of services,” said Peter B. Reilly, CPA, CVA, President and Managing Partner of CBM. “Our… Read more ›

Dear Clients, Colleagues & Friends: May & Barnhard, a Bethesda, MD-based accounting and financial consulting firm, will be merging into Councilor, Buchanan & Mitchell (CBM) effective November 1, 2017. May & Barnhard is a team of 17 professionals who have become known for delivering high-quality tax services to individuals, partnerships, estates and trusts, closely held businesses and audits of not-for-profit organizations. The firm’s professionals also include Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA) who provide long-term financial planning… Read more ›

Councilor, Buchanan & Mitchell (CBM) has expanded its System and Organization Control audit services. This capability offers a mid-sized firm alternative for service organization seeking certification to demonstrate the integrity of their internal controls and ability to serve as an effective third-party steward of financial and non-financial data entrusted to them by clients. “As organizations encounter stories of data mismanagement and security breaches that expose their clients and customers to risks such as fraud and theft, the level of scrutiny… Read more ›