Jeffrey Bermann's Email & Phone

Jeff Berman is the managing partner and shareholder in KBST&M. He began his public accounting career with the firm in 1987. He is the lead partner of the firm's wealth management services and has developed a focus in the area of advising small business and their owners on their tax, accounting, and wealth management needs. He serves many clients in various industries, including professional services, real estate, manufacturing, contracting, and mortgage lending. Jeff holds a Bachelor of Science degree in Accounting from the University of Maryland and a Masters in Taxation from the University of Baltimore. He is currently the Treasurer of the Financial Planners Association. PRACTICE AREAS Accounting & Auditing Tax Preparation & Planning Management Advisory Service PROFESSIONAL DESIGNATIONS Certified Public Accountant, 1988 Certified Financial Planner, 1992 Personal Financial Specialist, 1995 EDUCATION Bachelor of Science in AccountingUniversity of Maryland, 1987 Masters in TaxationUniversity of Baltimore, 1996 MEMBERSHIPS & COMMUNITY ACTIVITIES Member of American Institute of Certified Public Accountants Member of Maryland Association of Certified Public Accountants Financial Planners Association Monthly radio talk show guest on the Mark Steiner Show