Adam June, JD, LLM, Named Member at Weltman Bernfield

adam-june-revWeltman Bernfield LLC is pleased to announce that Adam June, JD, LLM, was named member at Weltman Bernfield effective July 1, 2016. Adam joined the firm as a tax accountant in 2008 and was promoted to manager of tax services in 2013. He became head of Weltman Bernfield’s tax department earlier this year.

“We are proud to welcome Adam as the newest addition to our partner group,” says Glenn Mikell, CPA, managing member, Weltman Bernfield. “Through his exceptional work as senior manager of our Tax Services Department over the last few years, Adam has shown us that he was ready to accept the responsibility of being a partner. We all look forward to working with him in this new position. He is our first ‘homegrown’ staff member to reach this level, and we expect this to be only the beginning.” Continue reading

July 2016 Tax Tips and Updates

July 2016 General Client Newsletter

Now’s the time…  

Did you extend your filings from March? The next corporate tax deadline is September 15 if you are a calendar year-end with extended filings.

Avoid any last minute rush and make your life simpler with an “imaginary” deadline. Make time now to gather the necessary documents, set August 15 as the date to send us your paperwork and see how stress-free the rest of your summer is. Then you can enjoy Labor Day while other business owners are thinking about the fast-approaching September 15 deadline.

Let us know how we can be a resource for you. We always look forward to hearing from you.

In this month’s issue:

June 2016 Tax Tips and Updates

June 2016 General Client Newsletter

In this month’s issue:

Accounting Intern Scholarship Program Enters Fifth Year

WB is excited to be part of the 2016 Accounting Intern Scholarship Program (AISP).  June 7 marks the start of the fifth year of this unique program. AISP, which started as the brainchild of Allen Bolnick, CPA and Weltman Bernfield member, is a collaborative effort among six Chicago-area, small to midsize CPA firms. Eight to twelve interns have participated each year. Of the 40 interns who have been through the program, 19 accepted job offers from participating firms.

This year, the program includes eleven interns from the following schools:

  • Augustana College (1)
  • DePaul University (2)
  • Elmhurst College (2)
  • Illinois State University (1)
  • Indiana University (1)
  • Illinois Wesleyan University (1)
  • Loyola University (1)
  • University of Illinois Urbana-Champaign (1)
  • Waubonsee Community College (1)

The interns will spend the next several weeks traveling to each firm to learn about various accounting topics, such as sales tax, payroll tax, QuickBooks, S-corp tax, audit and valuations through presentations and exercises. At the end of the program, the interns experience a couple of weeks of hands-on/shadowing work to better understand what happens on a day-to-day basis at the firms.

For more information on  AISP, visit

May 2016 Tax Tips and Updates

May 2016 General Client Newsletter

Start Tax-planning for Next Year

It’s tempting to forget all about your taxes once you’ve filed your return. However, if you start your tax planning now, you may be able to avoid any tax surprises when you file next year. Maybe you need to adjust your withholding to make the taxes withheld from your pay closer to the taxes you’ll owe. Perhaps you need a better tax organization system to avoid missing any deductions. Are there other steps you can take in 2016 to reduce your tax liability and make next tax season go smoother?

If you were caught by surprise with your 2015 taxes, take time now, while issues are still fresh in your mind, to talk to your accountant and ask what you can do differently for 2016.

In this month’s issue: