Cal Klausner, CPA/ABV, CFE
Partner, Klausner Bendler + Associates
Cal Klausner is Partner and Director of Business Valuations
and Forensic Accounting Services for the public accounting
firm of Klausner Bendler + Associates, P.C. in Bethesda, Maryland
(Founded 1978).
Mr. Klausner uses his variety of expertise to provide forensic
accounting and litigation support services. He has worked
on cases ranging from simple contract disputes to investment
Ponzi schemes and fraud examinations. Mr. Klausner has been
qualified as an expert in many financial, business valuation
and tax matters in both Federal and State courts in various
jurisdictions. He has served as a court appointed "Receiver"
and "Special Examiner" and assisted U.S.
Bankruptcy Trustees in recovering hidden assets. In addition,
Mr. Klausner has provided support in cases of bankruptcy,
fraud, business valuations, tax fraud, malpractice, marital
dissolution, and personal injury cases. Representing both
plaintiffs and defendants over the years, he has gained invaluable
experience when it comes to assisting the legal team in preparing
for trial.
Areas of concentration
- Complex tax planning for individuals and businesses
- Financial statement reviews and compilations
- Preparation of individual and business and estate tax
returns
- Business valuations
- Tax counseling and IRS audits
- Fraud investigations
- Bankruptcy investigations
- Commercial damage analysis
Education
- Bachelor of Science, California State University, Hayward,
CA.
Profession Credentials and Affiliations
- Certified Public Accountant in Maryland, 1974 and Virginia,
1999.
- Annually meets licensing requirements
- Accredited in Business Valuation. American Institute of
Certified Public Accountants, November 2000
- Certified Fraud Examiner. Association of Certified Fraud
Examiners, Austin, Texas, 1998
- Registered Investment Advisor Representative. State of
Maryland, 1999
Professional Organizations
- American Institute of Certified Public Accountants
- Association of Certified Fraud Examiners
- Greater Washington Society of Certified Public Accountants
(GWSCPA)
- Maryland Association of Certified Public Accountants
- Washington Chapter of Certified Fraud Examiners
- Virginia Society of Certified Public Accountants
Public Appearances and Radio Interviews
- National appearance on Tom Brokaw's 7:00 p.m. Nightly
News. He was interviewed on Alternative Minimum Tax issues,
April 2001.
- Cal Klausner was featured in The Washington Business Journal,
Small Business Growth Strategies edition, on March 16, 2001.
- Interviewed on Washington D.C.'s WTOP News Radio concerning
Capital Gains and Taxation, April 2001.
- Interviewed on Washington D.C.'s WTOP News Radio concerning
Tax Ramifications of Telecommuting, January 2002.
- Interviewed on Washington D.C.'s WTOP News Radio on taxation
issues relating to the Iraq war for spouses of active service
members, April 2003.
- Mr. Klausner continues to be interviewed each year on WTOP on tax issues and financial planning in April and July, 2004-2007.
- Quoted in the Washington Post and the Wall Street Journal
on articles involving Large Capital Gain tax bills.
Award
- In July of 2004 and 2005, Mr. Klausner was bestowed with
the "Top CPA in Maryland" award, sponsored by
the Baltimore Smart CEO publication.
- In 2009, Mr. Klausner was presented with a Life Time Achievement
award by the Washington Metropolitan Chapter of Certified Fraud
Examiners for his contributions to the fraud examination community.
Publications
- Finally Some Education Tax Breaks for the Wealthy,
The Fairfax Bar Journal, April 2002
- Qualified Tuition Plans:One of the Best Tax Breaks Available
to the Wealthy, March 2002.
- Detecting Possible Fraud in your Client's Business-Sherlock
Holmes or Inspector Closeau?, The Fairfax
Bar Journal, February 2002.
- Fraud Prevention and Detection - Hire Experts,
Maryland State Bar Association Bar Bulletin, October 2001.
- Criminal Intent: Forensic Accountants Help Creditors Find
Evidence of Bankruptcy Fraud, Legal Times,
Corporate Counsel Section, March 26, 2001.
- Protect Your Firm: Tips on Fraud Prevention and Detection,
The Fairfax Bar Journal, January 2001.
Lectures
- Forensic Accounting Matrimonial Litigation-Essentials
for the Practitioners Tool Kit, Montgomery County Maryland
Bar, Rockville, MD, April, 2004
- Fraud 101: Recipes for Cooking the Books, Women's
Bar Association (WBA) Washington, D.C., September, 2003
- Valuing A Closely Held Business, Law Firm of Sherman,
Meehan, Curtin & Ain, Washington, D.C., March 2002
- Due Diligence: A Forensic Accountant's View, Maryland
Bar Association, Washington, D.C., December 2001
- Valuing A Closely Held Business, Tax Audits & Litigation
Committee of the District of Columbia Bar , Washington,
D.C., September 2001
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