CBM News

Stephanie Anderson, CFA, CFP®, CDFA®, has joined Councilor, Buchanan & Mitchell (CBM), a full-service tax, accounting and advisory firm, as a manager of divorce financial planning and wealth management, bringing more than 30 years of experience collaborating with clients on financial planning, strategy and wealth management. She takes a comprehensive and holistic approach to help clients confidently navigate all of life’s transitions–including divorce–and achieve their unique set of goals. “On behalf of our team, we are delighted to welcome Stephanie,”… Read more ›

May Barnhard Investments (MBI), a Bethesda, MD-based fee-only wealth management firm and a subsidiary of Councilor, Buchanan & Mitchell (CBM), expanded its client service capacities and expertise by welcoming Stephanie Anderson, CFA, CFP®, CDFA®, a wealth manager with more than 30 years of experience in the investment management and strategy consulting industries, and Lisa Sippel, a manager with more than 20 years of operations management and accounting experience. Stephanie Anderson and Lisa Sippel represent the newest team members to join… Read more ›

Martina Childress, financial editor at Councilor, Buchanan & Mitchell (CBM), spearheaded the collection of more than 70 toys by the firm’s team members in support of the holiday toy drive by La Clínica del Pueblo, a local charity celebrating its 40th anniversary. The initiative exceeded its goal of collecting 40 toys. She and her husband Charlie dropped off the gifts at All Souls Unitarian Church in Washington, DC on Saturday, December 9. La Clínica del Pueblo is a not-for-profit charity… Read more ›

Judith P. Barnhard, CPA, CFP®, CDFA®, an executive vice president and director of professional services, wealth management and financial planning at CBM, and Stephanie Anderson, CFA, CFP®, CDFA®, manager of divorce financial planning and wealth management at CBM, are scheduled to present on December 12 at the 2023 Greater Washington Society of CPAs Nonprofit Symposium. Their session, entitled Investing for Impact: A Guide to Not-for-Profit Investment Policies, is scheduled from 8:00 – 8:50 am, will address the foundation of an… Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2023 Collaborative Professionals of Northern Virginia holiday party on Thursday, November 30. The event will be held at The Koi Room in Falls Church, Virginia. Several of CBM’s team members are actively involved in CPNV including Jordan P. Egert, partner and co-director of divorce and litigation services who serves as CPNV’s treasurer. Egert will attend the 6:30 – 9:30 pm event with several colleagues including Jane Ochsman… Read more ›

PDF: Accounting MOVE Project Names Councilor, Buchanan & Mitchell One of the Best CPA Firms for Women and Equity Leadership After four consecutive years of being named to the Accounting MOVE Project’s (MOVE) annual list of top firms for equity leadership, Councilor, Buchanan & Mitchell (CBM) received that honor for a fifth year in 2023 along with first-time recognition as one of the best accounting firms for women. MOVE, which publishes with the Accounting and Financial Women’s Alliance an annual… Read more ›

Councilor, Buchanan & Mitchell (CBM) is proud to welcome Joseph J. Barreca, a senior manager with more than 20 years of expertise in not-for-profit taxation. Joe has dedicated his career to serving as a trusted advisor to different types of tax-exempt groups including public charities, operating and non-operating private foundations, business leagues, social welfare organizations, and social and recreational clubs. His wide-ranging experience includes the planning and preparation of tax returns including federal Forms 990, 990-PF, 990-T, and state returns…. Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a dinner sponsor of the 2023 Washington Area New Automobile Dealers Association (WANADA) annual meeting and dinner on Tuesday, November 7 from 5:30 pm to 8:30 pm. The event will be held at the Columbia Country Club in Chevy Chase, MD where NADA President Mike Stanton and NADA Chairman Geoff Pohanka will deliver remarks on the state of the automotive industry. Members of CBM’s automotive dealership services team will participate in the… Read more ›

May Barnhard Investments (MBI), the wealth management subsidiary of Councilor, Buchanan & Mitchell, celebrated its 10th anniversary on Wednesday, October 11, at the Marriott Bethesda Downtown at Marriott HQ in Bethesda, Maryland. The MBI team celebrated in an intimate gathering alongside several clients and CBM partners for hors d’oeuvres and conversation. Click here to view photos from the celebration.

Councilor, Buchanan & Mitchell (CBM) is proud to serve as a bronze sponsor at the 2023 Greater Washington Society of CPAs Nonprofit Symposium, which will combine web-based education and an in-person component from October 3 through December 12. CBM has sponsored, presented and exhibited at the symposium for many years. Members of the firm’s not-for-profit professional services team look forward to participating in this year’s symposium and attending in-person sessions at the Washington DC Convention Center on Tuesday, December 12…. Read more ›