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Molly Berenson, CPA

Molly Berenson is a Senior Manager in the CAS department at CMPD Advisory with over 10 years of accounting experience. She is dedicated to delivering high-quality service and building lasting advisory relationships with clients. A CPA and CNAP, Molly values continual learning and improvement as essential to long-term success.

Senior Manager - Client Accounting Services

Education

B.A. in Accounting, Lakeland University

Certified Nonprofit Accounting Professional

B.A. in Accounting, Lakeland University

Credentials

WICPA Member

Outside the office

Most of Molly’s time outside of work is spent with her husband competing with their dogs in Flyball. In her downtime, Molly will spend time with her senior horse, read mystery novels, or bicycle.

Blogs

Blog

Trump Accounts: What to Know and How They Fit Into Your Tax and Financial Plan

Trump Accounts are newly introduced tax advantaged savings accounts designed for children. While preliminary guidance has been issued, many details are still being interpreted, leaving families, professionals, and business owners with important planning questions.

Considering Alternatives Beyond Traditional Portfolios

Executives and business owners often build wealth through equity compensation, closely held business interests, or family-owned stock. Over time, portfolios can grow significantly while remaining tied to a narrow set of drivers.

When Real Estate Scale Outgrows Legacy Planning

Real estate families are exceptionally good at acquiring assets. They understand deals, financing, and market dynamics. As portfolios grow across entities and family members, however, the challenge rarely sits with acquisition skill.

Reframing Retirement Income for Business Owners

For many business owners, retirement is not a single event. It is a gradual shift from active involvement to a more passive role, often while business ownership, real estate holdings, and retirement accounts remain firmly in place. This transition introduces layers of complexity that traditional retirement planning models rarely address.