Category: Divorce, Collaborative

PDF: Councilor, Buchanan & Mitchell Divorce Litigation Services Team Invited to Present at International Academy of Collaborative Professionals’ Annual Forum Partner and Divorce Litigation Services Co-Director Jane Ochsman Rowny, CPA, CFP®, CDFA® and Senior Managers Jordan Egert, CPA, CFE, CDFA® and Jamie Blum, CPA, CDFA®, professionals at Councilor Buchanan & Mitchell, have been invited to present at the 23rd annual forum of the International Academy of Collaborative Professionals. The annual networking and educational forum will be held from October 27… Read more ›

When a divorce happens, there are often major financial consequences and some important tax issues too. Here are the tax rules that generally apply when a couple’s assets are split up in a divorce property settlement. State Law Is Important How assets are split up in a divorce depends largely on where the divorcing couple lives. The following nine states are community property states: California, Texas, Washington, Wisconsin, Arizona, Nevada, New Mexico, Louisiana, and Idaho. In these states, the general… Read more ›

PDF Version: Jamie Siegal Joins Councilor, Buchanan & Mitchell (CBM), Expanding the Firm’s Divorce Finance and Litigation Support Practice Jamie S. Siegal, CPA, CDFA®, has joined Councilor, Buchanan & Mitchell (CBM) as a divorce financial and litigation support manager, expanding the firm’s divorce services practice. She joined CBM’s divorce division team of six professionals at the firm to help clients navigate the complexities of financial planning and decision-making during divorce. She has expertise working to deliver the most favorable outcomes… Read more ›

The following article was written by Abbie Niehoff, manager of divorce financial planning services at Councilor, Buchanan & Mitchell (CBM). Abbie has several years’ of experience helping clients with the financial planning aspects of collaborative divorce. For more information about this article, or to contact Abbie or another member of CBM’s divorce financial planning team, please fill out this form.  When a person is walking down the aisle on their wedding day, the last thing on their mind is the… 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 ›

Two unions are formed when becoming wed: 1. Personal 2. Financial Over my years in the forensic accounting field I have, unfortunately, witnessed many divorce proceedings primarily focus on the personal union with mere basic attention to the financial union (i.e. filing a financial affidavit, assets and liability schedules, and compute alimony and child support guidelines). This can cause insurmountable determents to the parties involved! The financial union of individuals must be looked at as a business. Are all the… Read more ›

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 ›

Jane Ochsman Rowny, principal at Councilor, Buchanan & Mitchell (CBM), will present to the Bar Association of Montgomery County’s Collaborative Law section on April 24, 2018 from 12 noon to 1 pm. The topic, the role of a financial neutral in family and civil collaborative cases, reflects’ CBM’s expertise in this area. CBM partners with attorneys, social workers, counselors and other industry professionals to facilitate the separation of couples while managing the legal, financial and emotional components of the dissolution… Read more ›