Darryl A. Bodnar, CPA
Director, N/L Financial, LLC
Director, Creative Services Division
dbodnar@nlgroup.com
Darryl provides clients with expert service for accounting, consulting, business and tax issues. He has expertise in cash flow and profitability planning, operational management, associate/partnership agreements, tax strategies and retirement planning for a broad range of clients. In addition, he has extensive experience in healthcare consulting, and cost & profitability analysis. Darryl is a frequent speaker on healthcare practice management issues facing physicians and dentists as well as sales tax issues impacting creative services companies.
Member AICPA, MACPA, AAB
Bruce Caulk, CPA
Director, Services for Contracting Industry
bcaulk@nlgroup.com
Bruce provides professional services to numerous industries including contracting, restaurant, manufacturing, real estate, manufacturing and other industries. With twelve years of experience in public accounting, Bruce has extensive experience and relationships in the areas of audit, review and other financial reporting services, finance, operation development, software review and consultation, tax planning, tax strategies, and tax preparation. Specifically relating to the contracting industry, Bruce assists clients with job costing analysis and industry specific software consultation, surety relationship management, financing, both internal cash management and securing lending with banks and other lenders, as well as other operational needs specific to the contracting trades.
Member: AICPA, MACPA, American Subcontractors Association of Baltimore
Allan Cohen, CPA, CITP
Managing Partner
Director, Next Level Technology
Allan is the Director of Strategic Technology Planning for Next Level Technology, a division of Naden/Lean that provides comprehensive strategic technology planning, design, installation, training and support. Allan has extensive experience in computerizing healthcare provider accounting functions as well as healthcare consulting, fee, reimbursement and procedures code analysis. He is a widely requested speaker and seminar presenter on technology, computers, and automated accounting systems.
Member AICPA, MACPA
Paul Jeffrey ("Jeff") Drake, CPA
Director, Non-Profit Division
Director, Services for Real Estate Industry
jdrake@nlgroup.com
Jeff specializes in accounting, consulting, tax and auditing with significant experience working with businesses, professional practices, hotels, not-for-profit organizations, commercial real estate and government-funded/HUD-subsidized housing programs.
Member: AICPA, MSA, MACPA
Ronald M. Ehman
Director, Law Firm Management Services
Director, Business Succession Planning Services
Director, Meeting Facilitation Services
rehman@nlgroup.com
Ron specializes in transitional planning for healthcare and other professional practices. He is also well-versed in the management of the professional practice as a business, with specific expertise in meeting facilitation, business management for attorneys and other professionals. Ron consults on such issues as organizational structure, financial management, long term planning, partner compensation, practice growth, retirement and practice succession planning. He is a frequent speaker on topics relating to the financial management of professional practices, practice administrative issues, business succession planning, and planning strategies relating to the business of law firms and healthcare practices.
Member of IAF
Gerald H. Lean, CPA, JD
Director, Income Tax Services
As a former Internal Revenue Service Revenue Agent and one of the founding members of Naden/Lean, Gerry was admitted to practice before the Court of Appeals of Maryland and U.S. Tax Court. He has extensive experience in tax compliance, individual and corporate tax planning, tax representation, financial planning, financial and business management, and estate planning. Gerry is a frequent speaker on tax strategies and tax law changes.
Member AICPA, MACPA and the Maryland State Bar Association
Timothy Lott, CPA, CVA
Director, N/L Healthcare Management Advisors
tlott@nlgroup.com
Tim provides consulting services to healthcare professionals and practices with expertise in start-ups, mergers, transitions, tax and retirement planning, financing assistance and budgeting. He has a specific concentration on consulting to the dental professional on associate, partner and shareholder arrangements, practice management, revenue enhancement, practice purchase, sales, buy-ins and buy-outs and the related tax issues. His CVA (Certified Valuation Analyst) designation enables him to consult with the dentist who is looking to buy or sell a dental practice. His expertise in the dental arena serves as a useful tool to those dental professionals who want to know how their practices compare to others in the industry and he helps them monitor their key profitability statistics. Tim has been a speaker at various dental study club meetings, D.C. Dental meetings, University of Maryland Dental School, and other healthcare related groups.
Member: AICPA, MACPA, NACVA, MSDA, AGD
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