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Kelly Bender, EA

President, Total Business Solutions

This session was part of Taxposium 2026.
Next up: Boston, June 21-23, 2027,
because there’s no taxation without education.

Bio

Bender leads a multi-site office that has grown both organically and through multiple successful acquisitions. She has taken the traditional sole practitioner tax office model and created a firm that offers a broad range of services to a large number of clients while also maintaining a work-life balance for herself and all staff. She focuses on systems and processes, using current technology to maximize profits and build a highly focused, successful team.

Sessions

When One Entity Just Won't Do

What does tax planning look like for taxpayers with more legal entities than you can count on one hand?

2 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level

Tax on the Exit

Business owners are retiring in mass numbers, but many aren't prepared for the tax and financial implications of what the exit looks like. How can we help them plan for this once-in-a-lifetime event?

2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level

From Register to Return

Have you ever had a client give you a set of financial statements that don't exactly make sense? How can you take a rough set of QuickBooks financials and decipher it appropriately to still get the return right?

1 CPE for AFSP, EA, CPA, CRTP
Overview