Paula Calimafde

Principal, Paley Rothman

10+ Years of Experience

Paula Calimafde chairs the firm’s Retirement Plans, Employee Benefits and Government Relations practice groups and is also a senior member of the Estate Planning, Tax and Nonprofit groups. She has more than 35 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including non-qualified deferred compensation, welfare benefit and cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses and works closely with management and owners to prepare retirement plans, which suit the particular corporate needs.
Paula’s practice encompasses sophisticated estate planning and advising individuals with significant assets, including retirement plan assets. She also works closely with the owners of family-owned businesses in the estate planning and retirement planning areas and assists them in planning for the succession of the business.
A longtime legislative advocate for businesses in the Federal tax and employee benefits arena, Paula is the current chair, past President and a member of the Board of Directors of the Small Business Council of America (SBCA). The SBCA is the only national non-profit organization that has represented the interests of privately owned businesses exclusively in the Federal tax, retirement, health care and employee benefits areas for the past 38 years.
Paula has served as a director of the Small Business Legislative Council since 1992. The SBLC is a 35 year old permanent, independent coalition of over 50 trade and professional associations that share a common commitment to the future of small business. SBLC members represent the interests of small businesses in such diverse economic sectors as manufacturing, retailing, distribution, professional and technical services, construction, transportation, and agriculture. SBLC policies are developed by consensus among its membership.

Business Law
Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
Estate Planning
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Tax Law
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
District of Columbia
District of Columbia Bar
Since 1977
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Languages

  • English:
    Spoken, Written

Principal
Paley Rothman

Current

The Catholic University of America Columbus School of Law
J.D. (1976)

1976

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Swarthmore College
B.A. (1973)
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Best Lawyers
Best Lawyers in America
2018
Super Lawyers
Maryland Super Lawyers
2018
Super Lawyers
Washington D.C. Super Lawyers
2018
“Top Estate Lawyers”
Bethesda Magazine
2018
Top Lawyers
Washington SmartCEO Top Lawyers
2009

Best Law Firms
U.S. News & Best Lawyers
– Tier 2 National Ranking for Trusts & Estates – Tier 1 Metropolitan (D.C. area) Ranking for Trusts & Estates

Maryland State Bar

Member
Current
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Small Business Council of America, Inc.

– Chair (1994-present) – President (1988-1994) – Member, Director (1984-present)
Current
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Small Business Legislative Council

– President and General Counsel (2014-present) – Chair (2010) – Board of Directors (1992-present)
Current
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Tax Sections of the bars of Maryland, the District of Columbia and Montgomery County

Current
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American College of Trust and Estate Counse

Fellow
2008 –
Current
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American College of Tax Counsel

Fellow
2007 –
Current
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IRS Determination Letter Liaison Group

Member
2003 –
Current
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American College of Employee Benefits Counsel

Charter Fellow
2000 –
Current
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Employee Benefits Council, Chamber of Commerce of the United States

1986 –
Current
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District of Columbia Bar

Member
1977 –
Current
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National Life (Small Business) Advisory Board

1993 –
2000
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Advisory Board of the Journal of S Corporation Taxation

1989 –
1994
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Websites & Blogs

Website
Paley Rothman

Paley Rothman
4800 Hampden Lane
6th Floor
Bethesda, MD 20814
US
Telephone: (301) 656-7603
Fax: (301) 654-7354