📢 Texas Federal Court Ruling on the Corporate Transparency Act 📢 On December 3, 2024, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction against the enforcement of the Corporate Transparency Act. With enforcement of the Beneficial Ownership Reporting January deadline halted, business are left wondering: What happens now? Read More: https://lnkd.in/e3bKUMrN #CorporateTransparencyAct #RegulationCompliance #BeneficialOwnershipInformation
Councilor, Buchanan & Mitchell - CPAs and Business Advisors
Accounting
Bethesda, MD 2,261 followers
We provide exceptional financial solutions to ensure clients' success and leave a positive impact in our communities.
About us
* CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE * Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients in the Washington, DC area and throughout the Mid-Atlantic region since 1921. CBM is committed to providing exceptional financial solutions to ensure clients’ success, cultivating a diverse and collaborative team, and leaving a lasting positive impact in our communities. The firm serves not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses and other businesses, and delivers financial planning, and litigation and divorce financial services. CBM’s subsidiary, MBI, LLC, is a fee-only wealth management advisory firm that offers comprehensive financial planning and investment management services. Awards and Recognition • Top Financial Advisors (Debbie May and Alex Seleznev), Bethesda Magazine, 2022 • Top Places to Work, Bethesda Magazine, 2022 • The Best CPA Firms for Equity Leadership, Accounting MOVE Project, 2022 • Top 300 Firms, INSIDE Public Accounting, 2019, 2020, 2021, 2022 • Top Regional Leaders, Accounting Today, 2020, 2021 • #6 Metro-Area Giving (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021 • #5 Metro-Area Volunteer Hours (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021 • Top Financial Advisor (Debbie May), Washingtonian Magazine, 2021 • Top 25 Accounting Firm in the Region, Washington Business Journal, 2018, 2019, 2020
- Website
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https://www.cbmcpa.com
External link for Councilor, Buchanan & Mitchell - CPAs and Business Advisors
- Industry
- Accounting
- Company size
- 51-200 employees
- Headquarters
- Bethesda, MD
- Type
- Partnership
- Founded
- 1921
- Specialties
- Tax Return Preparation/Tax Planning, Financial Statement Audits, Reviews & Compilations, Wealth Management, Financial, Estate & Gift Planning, Business Valuations & Succession Planning, Trust Accounting, Merger & Acquisition Support/Analysis, and Benefit Plan Audits
Locations
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Primary
Get directions
7910 Woodmont Avenue
Suite 500
Bethesda, MD 20814, US
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Get directions
1200 G Street, NW
Washington, DC 20005, US
Employees at Councilor, Buchanan & Mitchell - CPAs and Business Advisors
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Thomas B. Bailey, IV
Partner at Councilor, Buchananl, PC (CBM) - CPAs and Business Advisors
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Linda Murphy
Director of Office Operations at Councilor, Buchanan & Mitchell, PC (CBM) - CPAs and Business Advisors
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Anthony A. Cuozzo, Jr., CPA,CGFM
Owner, Councilor, Buchanan & Mitchell, P.C.
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Gabe Tevrizian, PCM®
Marketing Executive | Growth Strategist | Brand Builder | Client Experience Leader
Updates
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💡 Plan with Confidence for 2025!💡 The holidays are here and the new year is right around the corner. If you want to get a jump start on the new year, join us for our 2024 Year-End Tax Planning and Market Update Webinar. ✔️ Optimize your 2024 tax strategy ✔️ Stay informed on market trends ✔️ Set a strong financial foundation for the new year 🗓️ Dates: Choose the date that works best for you. Register for Wednesday, December 4 @ 8:30 AM: https://lnkd.in/eCeTSJB2 OR Register for Thursday, December 12th @ 11:00 AM: https://lnkd.in/eZXDsiY5 #TaxPlanning #MarketUpdate #FinancialSuccess #Webinar
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📢 Breaking News: Court Halts Overtime Rule The DOL's proposed changes to overtime pay regulations have been blocked by a recent court decision, creating new questions about the future for employers. Stay ahead—learn how this ruling affects your business: Read More: https://lnkd.in/eMKpYiif #OvertimeRule #LaborCompliance #AccountingAdvisory
Court Ruling Sets Back Overtime Rule Changes, Leaving Businesses in Legal Limbo - Councilor, Buchanan & Mitchell (CBM)
https://www.cbmcpa.com
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Going through a divorce can be a stressful and life-changing time. If you own a rental property, there are several considerations to keep in mind. MBI Financial Planning Associate Anthi Bourazani writes about all the questions you should be prepared to answer during the divorce. https://ow.ly/agFW50TzoUR #divorce #divorcefinances #divorcefinancialplanning #financialplanning #financialplanningmonth #octoerisfinancialplanningmonth
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Early career stage professionals can set themselves up for long-term financial success by focusing in a few key areas. In this second article of a two-part series, MBI Investment Advisor Representative Abbie (Niehoff) Frishman discusses managing debt, protecting your loved ones and tax planning. https://ow.ly/eFVB50TznKH #investing #saving #financialgoals #financialplanningmonth #octoberisfinancialplanningmonth #financialplanning
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In this second article in a two-part series, CBM Tax Partner Richard Morris investigates the impact of some specific life transitions on tax planning including selling your home, starting a business and retirement planning. https://ow.ly/7hGa50Tznfs #financialplanning #financialplanningmonth #octoberisfinancialplanningmonth #retirementplanning #retirementfinances #nationalretirementsecurityweek #startingabusiness #sellingyourhome
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Concerns about the impending insolvency of the Social Security program have been discussed for some time. Reform, however, has long been considered a third rail of American politics but some in Congress have stepped forward with proposals that aim to tackle the problem. Read this analysis by Judy Barnhard, MBI co-founder and senior advisor. https://ow.ly/Hlhr50TzlCQ #nationalretirementsecurityweek #financialplanning #financialplanningmonth #octoberisfinancialplanningmonth #socialsecurity
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Are you retiring soon? Unsure of if you will have enough money to get by? Social Security is meant to give you financial support when you are no longer earning an income but its process can be confusing. Judy Barnhard, MBI co-founder and senior advisor, explores how to maximize your Social Security benefits. https://ow.ly/qpav50Tzm0X #nationalretirementsecurityweek #financialplanning #financialplanningmonth #octoberisfinancialplanningmonth #socialsecurity #retirementplanning #retirementfinances
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Millions of Americans receive paychecks from Social Security each month but not everyone knows how it works. This article by MBI co-founder and senior advisor Judy Barnhard discusses the basics of Social Security, how it works and how to optimize your earnings. https://ow.ly/epWp50TyYUW #nationalretirementsecurityweek #financialplanning #financialplanningmonth #octoberisfinancialplanningmonth #socialsecurity #retirementplanning #retirementfinances
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In this first article in a two-part series, CBM Tax Partner Angela Prochaska investigates the impact of several significant life transitions on tax planning including getting married, having children, divorce and buying a home. https://ow.ly/RyMP50TxBpw #divorcefinances #buyingahome #financialplanning #financialplanningmonth #octoberisfinancialplanningmonth
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