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Now with Evans, Beebe & Fields Financial Group, she is responsible for the company’s financial statements, general ledger, payroll, accounts payable, budgeting, and tax compliance. In addition, her responsibilities include assisting with financial planning and retirement planning for Larry’s high net worth clients. As an Investment Advisor Representative with Eagle Strategies, LLC., Megan works closely with her clients‘ other advisors to insure estate planning and tax planning are up to date and are consistent with the client’s overall goals and objectives. Megan’s commitment to her clients is not limited by their financial needs, but is bolstered by her wish to understand each vital area of the client’s life that influences their decisions.
Wilberger spent more than a decade at Turner Network Television serving as the vice president of production and director of production before becoming a producer at Larry Levinson Productions in 2003. Since 2017, Wilberger has worked as a producer at Mission Pictures International. One of the founders of Bauknight Pietras & Stormer, Russell traded a career with a Big Four accounting firm for the opportunity to become an entrepreneurial https://xero-accounting.net/ CPA with two partners and an assistant. Thirty years, 14 partners and 90-plus employees later, Russell admits he never looked back once taking the leap to form BPS. Lucky for us, law firm Harris Moure publishes an entire blog dedicated to helping businesses navigate the many complexities of doing business in China. If you know your small business needs marketing, but don’t have the time or resources, look no further.
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He also received an honorary degree from the college in 1984. David Carrasco graduated with a bachelor’s degree in English in 1967. He also obtained his Master of Theology in 1970 and a doctorate in Philosophy in 1977 from the University of Chicago. James Wilberger earned his bachelor’s degree in Theatre Arts in 1972. In addition to his degree from McDaniel, Wilberger completed the film production graduate program at New York University in 1976 as well as film non-degree coursework at the University of California, Los Angeles. Priscilla Ord earned her bachelor’s degree in English in 1963.
The Law & Accounting Office of Jonathan D. Robbins provides comprehensive and sophisticated tax attorney services and CPA services for clients in Potomac. The company has experience representing clients before the U.S. Tax Court, IRS agencies, orphans‘ court, the district court, circuit court, and other courts and administrative agencies. Clients can seek support for litigation of will and trust contests, representation under a financial power of attorney, and medical power of attorney and court order. Bond Beebe will remain at their locations in Bethesda, MD, and Alexandria, VA. Williams is the Client Service Manager at Evans, Beebe, & Fields Financial Group. She specializes in helping clients with updating beneficiaries, banking information and anything else that pertains to existing accounts under our management.
Founded in 1932, Bond Beebe is a tax and audit firm with more than 80 accountants in Bethesda, Md. It performs accounting, audit, tax and a variety of consulting projects for individuals, businesses and the nonprofit community. Its team advices on business acquisitions, compensation packages and design, corporate and payroll taxes, wage and hour laws, pension planning and profit sharing, and federal, state and local taxes. Its accounting and auditing services include budgets and forecasting, outsourced financial functions, monthly accounting and payroll, and audits, reviews and compilations. It assists in planning for college, milestone events and major purchase, evaluating and planning for cash flow needed in retirement.
Thomas is an Investment Adviser Representative with Eagle Strategies, LLC, a registered representative with NYLIFE Securities, LLC, and a licensed agent for life and health insurance. After attending The University of Toledo, Larry received his professional designations at The American College in Bryn Mawr, PA. His professional designations include Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and AEP®.
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Services offered include individual taxation, corporate taxation, bookkeeping, payroll and outsourcing, valuation services, and more. The company has worked with multiple Fortune 500 companies, including Google, Apple, eBay, Microsoft, Twitter, and Facebook. Advisory, Tax and Audit Services | Withum Withum is a nationally ranked public accounting firm providing advisory, tax and audit services to businesses and individuals on a local-to-global scale.
- Is our New Business Manager, who has been part of our team for over fourteen years.
- She went on to earn a master’s degree in Linguistics from the University of Pennsylvania in 1969.
- Flynn is involved in numerous organizations, serving as a trustee and board secretary for LifeBridge Health, a trustee at the Baltimore Museum of Art, and a trustee at the Open Society Institute – Baltimore.
- Travis Raml has experience in accounting, payroll, and financial consulting services.
- If you’re a real thought leader (you’d know if you were), you can use your blog to differentiate yourself from all the imposters out there by highlighting the key trends, developments, and ideas that are shaping your industry.
- On the other hand, if you offer a service that people know they can’t do on their own, your course will differentiate you from the competition by demonstrating your expertise and authority.
And he listens intently to clients to gain a thorough understanding of an issue and then uses what he learns as the basis for solutions. Let’s take a closer look at 7 of the most effective blog strategies for professional services firms and why they work so well. Yet there are many examples of extremely successful professional services blogs in almost every industry — ones that gets plenty of attention and generate serious business. Joined Evans, Beebe & Fields Financial Group in January 2018 as a New York Life Agent. During her thirteen years in the banking community, she received her licensing and training in finance. Her priority is to earn her clients trust while helping them to reach their goals and aspirations. She is committed to her church and is a part of the financial council.
They primarily provide their services regionally, with most clients in Indiana and Ohio . The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass.
Bond Beebe is Bethesda accounting firm that has been serving clients for over 80 years. Areas of experience include audit and tax law, advisory counseling, forensic accounting, wealth management, and human resources.
In addition, Larry is a charter member of The Nautilus Group of Dallas, Texas, a resource group of expert estate planning attorneys and CPA’s that assist in analyzing client business and estate needs. JFW Accounting is a CPA and financial accounting firm in Waldorf. The firm serves small businesses, non-profits, and individuals by creating a financial plan, and then tracking its progress. The firm uses frontline accounting to create a solid reporting foundation, and accurately communicate the financial situation. JFW Accounting assists individuals in preparing cash flow and balance sheets and prepares federal, state, and local tax returns at competitive, affordable rates. Small business owners can request help with reconciling bank accounts, maintaining fixed assets and depreciation schedules, and maintaining general ledger accounts.
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BMI was created to provide clinical and surgical vision assistance to those in need in third-world countries through mission trips by building and equipping eye care facilities. To date, BMI has treated more than 100,000 patients in clinics around the world and has performed more than 25,000 surgeries. Aaron Slaughter graduated with a bachelor’s degree in Accounting Economics in 2010.
The G score compares a company against the industry median to find those that are healthy and growing. Since 2003, Shockley has hosted a free Alumni Night for McDaniel at his restaurant, Shenanigan’s Irish Pub on the boardwalk in Ocean City, Maryland. He has served as a career services volunteer and speaker in 1994 and 2014, a reunion committee member in 2003, and a Carpe Diem campaign volunteer and alumni host in 2008. Flynn is involved in numerous organizations, serving as a trustee and board secretary for LifeBridge Health, a trustee at the Baltimore Museum of Art, and a trustee at the Open Society Institute – Baltimore. She is also a former trustee of McDaniel College, HopeWell Cancer Support, and the Sinai Hospital of Baltimore. C. Downey Price graduated from the college with a bachelor’s degree in Biology in 1962.
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Coaching softball with her husband and also coaching her daughter’s volleyball team rounds out her favorite hobbies. Thomas graduated magna cum laude with a bachelor of science in financial planning from the prestigious Ross College of Business at Franklin University in Columbus, OH. Most recently, he obtained the CERTIFIED FINANCIAL PLANNER™ certification. Thomas is a member of the Toledo Rotary Club in Toledo, OH. He serves on the Board of Directors for the Toledo Country Club in Toledo, OH. In his free time, Thomas enjoys spending time with his wife, Christine, and their daughter, Sophia. He also enjoys being out on the golf course and bass fishing. Thomas and his family remain actively involved in their local church and other various community organizations. Thomas stays very involved in his industry and is a member of the National Association of Insurance and Financial Advisors (NAIFA®), the Toledo Estate Planning Council, and the Society of Financial Services Professionals™.
1.) We have detected an unusual amount of improper or excessive behavior such as using our site to compile business lists, company information, accumulate sales leads, etc. Here below you will find all the contact details of the company Bond Beebe Advisors & Accntnts , in order to extend your search you can search for other companies operating in Bethesda in the province of Maryland . Bond Beebe Accountants and Advisors has been named to the Washington Business Journal’s 2017 Top Accounting Firms List. In such a large and competitive market, Bond Beebe is honored to once again be recognized as one of the top firms in the DC Metropolitan region. PitchBook is a financial technology company that provides data on the capital markets. PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.
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Interview based podcasts are not only less work to produce — they also grow faster because your guests will share the interview with their networks. You don’t need to be some kind of entertainer or radio personality to produce a successful podcast either. In fact, the easiest way to build a popular podcast is to interview other experts in your industry.
Whether you are an individual or a local business in or around Bethesda MD, Duang K. Pothier has years of valuable experience as an IRS registered tax preparer. Contact Duang K. Pothier, tax filing specialist in Bethesda MD, for help bond beebe accountants & advisors with your taxes. Russell has built a solid tax, business consulting, trust and estate practice by serving as a knowledgeable, honest advisor. He admits he doesn’t always have an immediate answer, but he always finds someone who does.
When all your accounting staff are VSCPA members, your team benefits from access to all the many benefits VSCPA membership provides. Measures like proper supervisory review and segregation of duties are important and easy to control. Having an ethical culture makes it less likely that people working in the business will make unethical decisions and vice versa.
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He also participates in the department’s annual Interviewing Day, which provides students in the department the opportunity to interview with accounting firms, investment companies, and others for internships or jobs. Prior to BPS, Russell was a senior tax manager with Ernst & Young after beginning his career with Washington, DC-based Bond Beebe. Russell currently serves as a fiduciary to more than 60 trusts and estates. Russell was chosen as the court appointed fiduciary to the James Brown Estate and Trust and is credited with rebuilding the Godfather of Soul’s estate assets so that it continues to benefit James Brown’s charitable and personal interests.
It’s impossible to completely prevent fraud, but organizations can take steps to decrease the likelihood of it occurring. The employee has a closer-than-normal relationship with vendors or customers. Maybe they go on trips together or spend time together outside of the office. The employee seems to be living beyond his or her means, for example, the employee who makes $50,000 and is driving a Lamborghini, the bookkeeper who is constantly going on cruises or someone who is under financial strain. They may think, “ ‘I’m just borrowing the money,’ or, ‘The organization treats me badly, so I deserve something good,’ or it may be the financial pressure itself,” Kirsch noted. Kirsch will discuss what motivates and tempts people to commit fraud during her presentation at the Fraud Prevention Institute for Employee Benefit Plans July in Chicago. Post by Tony Cafferelli On April 24th 2017, CardioNet, a wireless health services provider, agreed on a 2.5 million dollar settlement with the Department of Health and Human Services, regarding their…
Castro & Company is an audit, advisory, and accounting services CPA Firm in Alexandria. The firm’s audit services include Chief Financial Officers Act Audits, Accountability of Tax Dollars Act Audits, performance and compliance audits, grant audits, DCAA Contract Audits, IT Audits, examinations, and agreed-upon procedures. Castro & Company offers advisory services that include OMB Circular A-123 internal control compliance, audit readiness and remediation, financial statement compilations and analysis, and audit liaison services. Began working with Larry Beebe at Beebe Financial Services in early 2012.
Bond Beebe serves privately-held businesses, family businesses, commercial real estate, labor unions, employee benefit plans, nonprofit organizations, professional services, and high net-worth individuals & families. The firm was named one of the Top DC Accounting Firms by the Washington Business Journal. The Firm’s broad range of services includes audit & accounting; tax planning & compliance; financial planning; management advisory; litigation support; human resources consulting; and information technology consulting. From its two offices in Bethesda, Maryland and Alexandria, Virginia, Bond Beebe provides exceptional responsiveness and quality to every client it serves. The firm’s broad range of services includes audit & accounting; tax planning & compliance; financial planning; management advisory; litigation support; human resources outsourcing; and information technology consulting. Provider of public accounting and advisory services intended to offer financial planning services. KWC is a team of accountants and advisors in Alexandria that helps clients reach financial goals.
Thomas and his family remain actively involved in his local church and other various community organizations. Megan began working in the firm with her father, Larry, while attending the University of Toledo. While working with clients and running the office operations, she realized she wanted to continue in her father’s footsteps. In late 2000 and into 2001 she completed licensing and training, beginning her professional endeavor. Since the early days of building her business, she has developed autonomy and syncronization with Larry to best serve her clients and the needs of the clients of the firm as a whole. For the past 28 years, Wilberger has supervised over 170 film credits, including movies and mini-series from development and prep through production and post-production.