Industry Focus: Closely held business, non-for-profits, entrepreneurial and early stage companies, and high net worth individuals
Membership: American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, AICPA Personal Financial Planning Section, Estate Planning Council of the Lehigh Valley
Community: Greater Lehigh Valley Chamber of Commerce: Board of Governors, Public Policy – Tax Committee Chair, LVEDC – Legislative Committee and Innovation, Talent and Entrepreneurship Committee, Muhlenberg College – Alumni Board, PICPA, LV Hospital – Board of Associates, PICPA – Board of Trustees – Legislative and Government Affairs and Jordan Evangelical Lutheran Church – Council Member
Connect: View my profile and connect with me on Linkedin
Jeffrey S. Berdahl is a Shareholder with Regan, Levin, Bloss, Brown & Savchak, P.C. Prior to joining the RLB team, Jeff was affiliated with a Top 25 US public accounting and consulting firm, and went on to found Berdahl & Company. His areas of expertise include tax planning and preparation, financial planning, business acquisitions as well as accounting and management advisory services. Berdahl also is a Certified QuickBooks ProAdvisor® and Certified with XERO – Cloud Based Accounting.
Berdahl holds the designation of Personal Financial Specialist (PFS), putting him in the ranks of the highly qualified financial planners in the marketplace. He is a Managing Member of RLB Wealth Management, LLC.
A graduate of Muhlenberg College with a B.A. degree in accounting, Jeff Berdahl was the 2008 recipient of the Lehigh Valley Suits Award and the Southern Lehigh Business Organization’s Shining Star Award in 2009. He is a member of PICPA (past President) and AICPA, along with the Estate Planning Council of the Lehigh Valley. He is a member of the Muhlenberg College Board of Associates, along with Leadership positions with other community and professional organizations. Berdahl is a member of the Board of Governors of the Greater Lehigh Valley Chamber of Commerce, where he also serves as the Tax Committee Chair.
Jeff and his wife and three children live in Upper Macungie Township.
For those closely held, family and entrepreneurial enterprises who are looking for solid, comprehensive and timely business, tax and financial planning advice…and more, Jeff Berdahl is the person to see at RLB.