Category: Divorce, Collaborative

Councilor, Buchanan & Mitchell’s (CBM) divorce financial planning team has donated to the Washington, DC-area’s tristate marketing and social outreach campaign for the third consecutive year. The initiative, driven and administered by DC-area collaborative divorce groups, drives communications efforts through social media to expand awareness of the collaborative divorce process in the tri-state region. CBM’s team of experienced professionals specializes in delivering financial planning-related services including in the areas of dispute resolution and mediation for individuals participating in the collaborative… Read more ›

Abbie Niehoff, a manager of divorce financial planning services at Councilor, Buchanan & Mitchell (CBM), will co-present on financial considerations for divorce on Tuesday, March 12 from 7 to 9 pm, covering areas such as the marital home, pensions and retirement, insurance and spousal support. The presentation, which is part of a six-part series covering many topics focused on divorce in Maryland, will be co-sponsored by New Beginnings, the Bar Foundation of Montgomery County and the Collaborative Practice Center of… Read more ›

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 ›

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 ›

  There’s often a perception that financial expert witnesses are biased in favor of their clients’ financial interests. In reality, credentialed professionals must adhere to various ethical standards that require them to be independent and objective when serving as an expert witness in a litigation matter. But sometimes experts aren’t given all of the relevant information, or they may hear only their client’s interpretation of financial results, which could skew their conclusions. When this happens, the parties’ experts are likely… Read more ›

Councilor, Buchanan & Mitchell (CBM) will sponsor the Bar Association of Montgomery County Foundation’s 30th annual golf and pickleball charity classic on Monday, October 9. The charity event will be held at the Manor Country Club at 14901 Carrolton Road in Rockville, MD. The foundation uses funds raised from the event to support outreach programs within the local community and to provide reduced rate or pro bono legal assistance programs. Members of CBM’s divorce and litigation practice group will participate… Read more ›

Councilor, Buchanan & Mitchell (CBM) will serve as a silver sponsor of the 2023 Virginia Collaborative Professionals annual conference on November 13, 2023. Members of CBM’s divorce and litigation practice will participate in the conference, which will be held at the Omni Hotel in Charlottesville, Virginia. CBM has been a long-timer supporter of Virginia Collaborative Professionals and other collaborative divorce groups throughout the Washington, DC metropolitan region. Councilor, Buchanan & Mitchell (CBM) is a professional services firm delivering tax, accounting… Read more ›

Councilor, Buchanan & Mitchell (CBM) will support a tristate collaborative outreach campaign to provide education to the public about the collaborative divorce process. The campaign, led by collaborative divorce groups in Maryland, the District of Columbia and Virginia, is a member-led social media initiative highlighting the benefits of collaborative divorce. CBM’s financial contribution represents the second consecutive year that the firm’s divorce and litigation practice group has partnered with the collaborative industry community on this initiative. Councilor, Buchanan & Mitchell… Read more ›

If you’re going through a divorce, you know how confusing the whole process can become. Suddenly, you’re trying to navigate through legal and financial paperwork, all while trying to heal emotionally. While family and friends provide emotional support, experts are those who you turn to for advice in the divorce proceedings. Divorce lawyers may be the first expert that comes to mind, but they aren’t the only one you should consider adding to your team. Certified Divorce Financial Analysts are… Read more ›

Filing for divorce can be a chaotic and emotional time. In this period, valuable information could be glossed over, and key financial details can be missed. To ensure control over the divorce proceedings, you will want to collect all your financial documents and send them to an experienced financial advisor before you file. Before we tell you the financial documents you will need for your divorce proceedings, there are some general rules for collecting information: Now that you know some… Read more ›