Jane Ochsman Rowny, CPA, CFP®, CDFA® and Jordan P. Egert, CPA, CFE, CDFA®, partners and directors of divorce and litigation services at Councilor, Buchanan & Mitchell (CBM), are scheduled to present at the Maryland Association of CPAs’ (MACPA) 55th Annual Chesapeake Tax Conference on Thursday, September 19. Their session, scheduled virtually from 10:45 am to 12 pm EDT, is entitled “Tax Issues in Divorce” and will address how the emotional aspects of a divorce may lead to financial mistakes and… Read more ›
Councilor, Buchanan & Mitchell (CBM) will serve as a 19th hole dinner sponsor at the 7th annual Bob Bell Automotive charity golf tournament on Monday, September 9 at the Chartwell Golf and Country Club in Severna Park, MD. The tournament, held in partnership with There Goes My Hero, a not-for-profit organization, raises money for blood cancer patients and their families. CBM is an annual sponsor of this golf tournament. Visit the event webpage for more information and to register. Members… Read more ›
Councilor, Buchanan & Mitchell (CBM) is proud to announce the following team members have been named partners at the firm. Everyone at CBM congratulates Reema and Steve for their advancement and wishes them every success in their new leadership roles. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
Councilor, Buchanan & Mitchell (CBM) is proud to announce the following promotions effective July 1, 2024. We are also excited to announce that Reema Patel and Steve Snee have been promoted to partners. Read more here. Everyone at Councilor, Buchanan & Mitchell congratulates our team members for their accomplishments. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.
Anthi Bourazani, a financial planning associate at Councilor, Buchanan & Mitchell (CBM), has earned her Master’s degree in finance from Fordham University’s Gabelli School of Business. Anthi is a member of CBM’s divorce and litigation practice group who helps clients move from difficult financial transitions toward a more secure future. Her expertise includes assets summaries and analysis, income and cash flow projections, retirement projections and financial analysis. She also publishes articles to help current and prospective clients understand the financial… Read more ›
Abbie (Niehoff) Frishman, a manager of divorce financial planning services at Councilor, Buchanan & Mitchell (CBM), will co-present in a virtual session entitled “Financial Considerations for Divorce” on Tuesday, October 15, 2024, focusing on considerations for Maryland residents. The two-hour session, to be hosted from 7 to 9 pm EDT, is part of the six-week Divorce 101 series (click here for the series flyer), administered by New Beginnings to provide public education about the divorce process featuring top family law… Read more ›
Julia Lafferty, partner and a director of not-for-profit services at Councilor, Buchanan & Mitchell (CBM), led a campaign for team members to collect hygiene products such as bras, underwear, menstrual products, toothpaste and related items for I Support the Girls, an organization that works through an international network of affiliates to collect and distribute items to women experiencing homelessness, domestic violence or poverty. Beginning in March, in honor of Women’s History Month, through the end of April, the team collectively… Read more ›
Councilor, Buchanan & Mitchell (CBM) participated in the 2024 Emily Norman Memorial Golf Tournament on Saturday, April 20, 2024 in honor of our team member Emily Norman who passed away last year, leaving a loving husband and three daughters. Approximately 100 golfers joined in the fundraising event during a cool, overcast day at the Great Hope Golf Course in Westover, Maryland. A 50/50 raffle and silent auction also helped to raise money for an education fund for Emily’s family. The… Read more ›
Councilor, Buchanan & Mitchell (CBM) will be a hole sponsor at the 2024 WANADA Open, an annual golf and networking event hosted by the Washington Area New Automobile Dealers Association, a regional association that promotes the retail automobile business in the Washington metropolitan area. The event is scheduled for Monday, June 3, 2024 at the Trump National Golf Club in Sterling, VA. CBM’s automotive dealerships team has supported the annual WANADA Open for many years and expects to participate. Councilor,… Read more ›
Councilor, Buchanan & Mitchell (CBM) served as a gold sponsor at the 2024 Spring Institute of the DC Academy of Collaborative Professionals (DCACP), a DC-area professional development group of financial professionals, attorneys, mental health professionals and child specialists who support clients experiencing the collaborative divorce process. The Institute was a day-long program hosted at DCACP’s offices in Washington, DC on Friday, April 12, featuring David Hoffman, JD, who presented on Managing the Negotiation Within – Both Our Clients and Our… Read more ›