Greater Washington DC Family Business Alliance to Host Eight-Generation Family Firm

Charles Kittredge, Chairman of Crane & Co., is the Luncheon’s Keynote Speaker

Bethesda, MD (April 6, 2012) – The Greater Washington DC Family Business Alliance (“the Alliance”) has tapped the chairman of the historic paper firm Crane & Co. (“Crane”), to speak at a special Alliance luncheon on May 2, 2012. As the primary objective of the Alliance is to help area family businesses to succeed, this is a rare occasion to hear from a family business that has grown […]

Bond Beebe Promotes Daniel Bottner to Tax Senior

Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, is pleased to announce the promotion of Daniel Böttner to Tax Senior.  Böttner has been an employee of the Firm since 2008 and focuses on tax planning and compliance for individuals, partnerships, and small businesses.

Bond Beebe’s Personnel Committee recognized Böttner with this promotion for his skill and dedication in performing his responsibilities.  “Daniel has shown the ability to accept new challenges and […]

Three Bond Beebe Auditors Pass the Certified Fraud Examiners Exam

Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, announced today that Senior Auditor Jennifer Hohman, CPA, CFE, and Staff Auditors Tara McKinney, CPA, CFE and Josh Smith, CPA, CFE, have all passed the examination to become Certified Fraud Examiners (CFEs).  All four sections that comprise the CFE examination must be passed before the certificate is earned: Investigation; Law; Financial Transactions; and Fraud Detection and Deterrence.  Exams are administered and reviewed […]

Paul Boudrye Hired as Bond Beebe’s Director of Business Development

Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, announced today that it has hired Paul C. Boudrye as its Director of Business Development.  In this newly-created position, Boudrye will utilize his over 20 years of consultative business development experience in the banking, financial services and information technology industries to foster Bond Beebe’s relationships with clients, prospective clients and other professional service providers throughout the Washington DC metropolitan area.

Prior to moving […]

Who is a Fiduciary? Current Definitions and a Proposed Update

Larry Beebe, CPA

Fiduciaries have the ultimate responsibility for an employee benefit plan.  A fiduciary is any person who:

Exercises control over plan assets
Provides investment advice to the plan
Has responsibility for the administration of the plan

The Trustees of an employee benefit plan are fiduciaries as is the plan administrator and the plan’s investment advisors.  Professional service advisors such as independent auditors, actuaries and attorneys are normally not fiduciaries.

A fiduciary must:

Act solely in the interest of plan participants […]

Bond Beebe Accountant Receives Computer Forensic Investigation Certification

Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, announced today that Alex Helfand, an auditor with the Firm, has completed the EnCase® Certified Examiner (EnCE®) program, which recognizes that an individual is a skilled computer forensics examiner.  EnCase® Forensic is the industry-standard computer investigation solution; EnCE® certification is awarded to professionals who have mastered computer forensics investigation methodology, as well as the use of EnCase® software during complex computer examinations.  […]

Bond Beebe Professional Achieves Leed Green Associate Certification

Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, announced that Caroline Kettering, CPA recently completed all requirements for Tier 1 LEED Green Associate certification.  The Leadership in Energy and Environmental Design (LEED) Professional Exams are administered by the Green Building Certification Institute (GBCI) for professionals seeking to earn credentials and certificates; the exams test knowledge based on the U.S. Green Building Council’s (USGBC) LEED Rating Systems.  The GBCI was established […]

Bond Beebe Principals Present at IFEBP’s 57th Annual Employee Benefits Conference

Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, announced that three of their Principals participated in the International Foundation of Employee Benefit Plans’ (“IFEBP”) 57th Annual Employee Benefits Conference, which took place on October 30 through November 2, 2011 in New Orleans, Louisiana.  David P. Dorsey, Scott M. Price and Lawrence R. Beebe each participated in separate speaking engagements during the program.  The IFEBP is a non-profit organization that is […]

Bond Beebe Employees raise Over $2,700 to Support Cancer Research

For the second consecutive year, Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, participated in the Leukemia & Lymphoma Society’s Light the Night Walk which took place in Rockville, Maryland on October  22, 2011. The Firm’s team of 40 employees raised over $2,700 to support cancer research.  Light the Night Walk is the Leukemia & Lymphoma Society’s annual fundraising event that pays tribute and brings hope to people battling cancer; […]

Bond Beebe Promotes Five Professional

Bond Beebe, a certified public accounting and advisory firm with offices in Bethesda, Maryland and Alexandria, Virginia, is pleased to announce the following promotions of the members of its professional staff, effective October 1st: Caroline Kettering has been named Senior Audit Manager; Brian Wynne has been appointed Senior Tax Manager; Jason Edwards was promoted to Audit Manger; Ravi Melwani has also been promoted to Audit Manager; and Phil Green has been named a Senior in the Audit Department. The […]