Jordan Egert, Cpa, Cfe, Cdfa Email & Phone Number

Bethesda, Maryland

Bethesda, Maryland

Councilor, Buchanan & Mitchell, P.C. (CBM) is a professional services firm that delivers audit, tax, accounting, financial planning and business advisory solutions throughout the Washington, D.C. – Baltimore Metropolitan area and Mid-Atlantic region. Since 1921, CBM has been an established, full-service certified public accounting firm, providing clients with realistic, clear and valuable solutions to businesses and individuals. CBM serves the needs of not-for-profits, construction/real estate entities, professional services firms, automobile dealerships and family-owned businesses, and delivers in-depth outsourced accounting and divorce litigation services. Litigation support with focus/specialization in collaborative divorce and litigation support processes. Additional financial and consulting ad hoc projects. Further areas of practice include litigation strategy development, mediation preparation, deposition and pleading consulting, and expert report preparation. Qualified as an expert witness in forensic accounting and financial matters (with a specific focus on divorce finances). Forensic services including financial tracing, net worth analysis, expenditure inquiries, and small business analysis.

Rockville, Maryland

Specialization in cross border tax compliance, resolution, planning, advisory functions, accounting, employee benefits, and wealth maximization for domestic and foreign companies and foreign-born individuals doing business in the United States. Assist startup and developmental phase companies with proper structuring and operations.

Washington, D.C.

Fort Lauderdale, Florida

Provide expert witness and attest services for domestic and contract litigation engagements, for high net worth accounts (successful outcomes in over 90% of cases). Afford receivership functions for securing assets and managing affairs of companies for asset maximization. Develop equitable solutions for both taxation and litigation clients.

Performed financial compilation, write-up, and bookkeeping accounting functions.Prepared individual and corporate income tax returns for clients with average net worth over $1,000,000.Analyzed future company profits and expenditures through advanced forecasting techniques.Supervised and directed junior and entry level staff accountant interns. Researched tax precedents and legislation through RIA, and provided written positions.Analyze fraud potential in companies by assistance of review and audit accounting procedures.

Bachelor, Accounting And Finance

Activities and Societies: Beta Alpha Psi Student Accounting Society Dean's List UCF Crew Team UCF Tennis Team Down Syndrome Newsletter

Master, Accounting And Business Administration

Top 5% of graduating class.