Jeremy Bendler, CPA, ABV
Partner, Klausner Bendler + Associates, PC
Professional Experience
Jeremy P. Bendler is a Cofounder and Partner of Klausner
Bendler + Associates, P.C., in Bethesda, Maryland. Mr. Bendler
is CoDirector of the Tax and Accounting Group. He also is
an integral part of the Forensic Accounting team and provides
Business Valuation Services. Mr. Bendler's expertise includes:
(a) tax planning, (b) tax and financial accounting, (c) forensic
accounting, (d) fraud examinations, (e) business valuations,
(f) business transactions, (g) tax audit support and counseling
(h) succession planning.
Mr. Bendler provides clients with a level of personal attention
rare in the industry and excels at providing a broad range
of accounting services and analysis. By being responsive and
taking a proactive approach to accounting and tax planning,
he has helped his clients save time and money and in the process
built close relationships with them, taking Klausner Bendler
+ Associates to a new level of partner-client rapport. In
addition, one of Mr. Bendler's specialized areas of expertise
is in assisting clients make better use of technology. Mr.
Bendler also has a proven track record of helping clients
quickly and effectively implements new software into their
operations with continued guidance, training, and support.
Mr. Bendler fills his role of trusted tax and accounting
advisor to professional service firms in the Washington DC
metropolitan area. Mr. Bendler advises business owners on
topics such as choice of proper business entity, maximizing
fringe benefits to owners, financial accounting requirements,
income tax reporting, and internal controls. By taking a proactive
approach to business advising Mr. Bendler has taken part in
the growth of numerous professional service firms in the area
including medical practices, law firms, architecture/engineering
groups, public relations firms and consulting groups. Mr.
Bendler's strong foundations in tax and financial accounting
are an asset to the firms he works with. Proactive analysis
and creative solutions to client's challenges set Mr. Bendler
apart.
In addition to being licensed as a Certified Public Accountant
(C.P.A.), Mr. Bendler holds an accreditation in Business Valuation
(ABV) from the American Institute of C.P.A.'s. The ABV designation
is granted exclusively to a premier group of CPAs who have
been tested and are experienced with the technical skills
and business acumen necessary to provide business valuation
for a wide variety of purposes. Mr. Bendler has used his expertise
in business valuation to plan and execute corporate mergers
and buyouts, determine the value of assets and liabilities
for a divorce settlement, develop estate and plans and assist
lawyers in litigation including providing expert witness testimony.
Areas of Mr. Bendler's practice include:
-
Preparation of income tax returns for individuals, corporations
and partnerships
-
Financial statement preparation, compilation and review
-
Valuation of closely held businesses
-
Business transactions and succession planning
-
Tax audit support, counseling and resolution
-
Forensic accounting and fraud investigations
-
High level tax planning
-
Tax efficient retirement and education planning
-
Accounting systems software implementation, training
and support
- Expert witness testimony
Licenses/Certifications
-
Certified Public Accountant in Maryland, 2006
-
Accreditation in Business Valuation. American Institute
of Certified Public Accountants, 2007
-
Certified QuickBooks ProAdvisor, Intuit
Professional Organizations
-
American Institute of Certified Public Accountants
-
AICPA Forensic and Valuation Services Section
-
Maryland Association of Certified Public Accountants
-
Association of Certified Fraud Examiners
Education
-
Mr. Bendler earned a Bachelor of Science degree in Fisheries
Biology from Virginia Polytechnic Institute in Blacksburg,
Virginia.
-
Mr. Bendler has an Associate of Applied Science in Accounting
from Montgomery College in Rockville Maryland, with Honors.
-
Mr. Bendler continues his education in the fields of
accounting, taxation, valuation, and fraud investigation-related
topics through annual extensive course study.
Awards
Appearances
- Interviewed on Washington DC's WTOP News Radio concerning
non-taxable employee benefits, June 2008
- Interviewed on Washington DC's WTOP News Radio concerning
year-end tax planning, September 2009
Listing Of Lectures And Seminars
Title: Health Savings Accounts
Group: In-House
Location: Bethesda, MD
Date: January, 2005
Title: Retirement Options for the Self-Employed
Group: In-House
Location: Bethesda, MD
Date: October, 2005
Title: Tax Concerns When Buying or Selling a Business
Group: In-House
Location: Bethesda, MD
Date: June, 2006
Title: QuickBooks and the Small Business Accounting Cycle
Group: Eaglebank Executives
Location: Bethesda, MD
Date: January, 2007
Title: Basics of Business Valuation
Group: In-House
Location: Bethesda, MD
Date: August, 2007
Title: Protecting Businesses from their Employees
Group: In-House
Location: Bethesda, MD
Date: July, 2008
Title: Tax Planning 2008
Group: AXA Advisors
Location: Fairfax, VA
Date: December, 2008
|
