WB Spotlight

2016 Readers’ Choice Top Pick “Best Tax Preparation Service”

Weltman Bernfield receives Readers’ Choice award for third year We are thrilled to be named a Daily Herald 2016 Readers’ Choice “TOP PICK” in the “Best Tax Preparation Service” category for the third year. Each year, thousands of readers participate in the Daily Herald Readers’ Choice campaign. The campaign is intended to identify top businesses […]

Rich Kane Named “Top 100 ProAdvisor” for Third Year

Weltman Bernfield LLC is pleased to announce that our QuickBooks manager,  Rich Kane, CPA, Weltman Bernfield, is included in the Insightful Accountant  2016 “Top 100 ProAdvisor” list. This list recognizes the leading consultants who have embraced the ProAdvisor program and have leveraged it in order to serve their clients better and grow their own businesses. […]

Andrew Blank Earns AICPA’s ABV Credential

We are pleased to announce that Andrew Blank, CPA/ABV, earned the American Institute of Certified Public Accountants’ (AICPA) Accredited Business Valuator (ABV) credential.  Several qualification requirements must be met to earn the ABV credential, including successfully passing the ABV Examination and obtaining a defined amount of valuation-related business experience and education requirements. This accomplishment demonstrates […]

Gerry Brin Completes 31st Annual Ski Trip for Leukemia Research Foundation

Wb member emeritus Gerry Brin led the 31st annual Ski for Research to rais funds for Leukemia Research Foundation

Weltman Bernfield member emeritus Gerry Brin recently completed the 31st Annual Ski for Research, which benefits the Leukemia Research Foundation. With 22 skiers participating this year, Ski for Research raised about $25,000 for the Foundation. Gerry has organized and led the trip from its inception in 1986. The event honors the memory of Gerry’s nephew, […]