| Gelman, Rosenberg & Freedman’s Directors and Managers combine their unique skills, accomplishments and backgrounds to serve a well-rounded base of nonprofit, for profit, and individual clients. All Directors are members of the American Institute of Certified Public Accountants and take active roles in their state and local professional societies. |
| Directors/Managers |
Areas of Expertise |
Affiliations |
| President |
David F. Graling, CPA, MBA
President and Managing Director/Shareholder
dgraling@grfcpa.com
Click here for David’s bio
|
| • |
Computer systems design and analysis for small businesses and nonprofit organizations |
| • |
Tax and financial planning |
| • |
Consultation on optimum business structure, tax savings strategies, obtaining financing |
| • |
Advice on tax compliance, wealth management, estate planning, family-owned business |
|
| • |
CPAmerica International, Vice Chairman of the Board of Directors |
| • |
Greater Washington Society of CPAs, Past President |
| • |
Greater Washington Society of CPAs’ Ethics Committee, Former Chairman |
| • |
Montgomery County Chamber of Commerce, Former Treasurer |
| • |
McLean Citizens Association, Former Treasurer |
| • |
Military Order of the Carabao, Treasurer |
| • |
American Institute of Certified Public Accountants, Member |
| • |
Greater Washington Society of CPAs, Member |
| • |
Virginia Society of CPAs, Member |
|
| Audit Department |
Michael A. Freedman, CPA
Director/Shareholder
mfreedman@grfcpa.com
Click here for Michael’s bio
|
| • |
Nonprofit specialist |
| • |
Auditing and accounting |
| • |
Structuring of nonprofit organizations, internal control evaluation, government compliance auditing, financial management consulting |
|
| • |
Center for Nonprofit Advancement/Washington Post Award for Excellence in Nonprofit Management, Judge |
| • |
American Institute of Certified Public Accountants, Member |
| • |
Greater Washington Society of CPAs, Member |
| • |
ASAE & Center for Association Leadership’s Volunteer Connections Program, Finance & Business Development Operations Section Subcommittee, Member |
| • |
Leadership Montgomery, Founding Board Member |
| • |
Potomac Conservancy, Treasurer |
| • |
Patricia Sitar Center, Treasurer |
| • |
Washington Council of Agencies Insurance Trust, Trustee |
| • |
Green Acres School in Maryland, Former Treasurer |
| • |
Center for Nonprofit Advancement, Former Treasurer |
|
|
Robert W. Albrecht, CPA
Director/Shareholder
ralbrecht@grfcpa.com
Click here for Bob’s bio
|
| • |
International nonprofit specialist |
| • |
Structuring of nonprofit organizations, internal control evaluation, government compliance auditing, management consulting |
| • |
A-133 compliance for private voluntary organizations receiving funding through U.S. government agencies |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Greater Washington Society of CPAs, Member |
| • |
American Society of Association Executives—Finance and Administration, Member |
| • |
Association of PVO Financial Managers, Board of Directors |
| • |
American Liver Foundation—Washington, DC Chapter, Former Treasurer |
|
|
Terri McKnight, CPA
Director, Audit Department
Director/Shareholder
tmcknight@grfcpa.com
Click here for Terri’s bio
|
| • |
Nonprofit specialist |
| • |
Auditing and consulting |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Virginia Society of Certified Public Accountants, Member |
| • |
Greater Washington Society of Certified Public Accountants |
| • |
Ovarian Cancer National Alliance, Treasurer |
|
|
James M. Larson, CPA
Director/Shareholder
jlarson@grfcpa.com
Click here for Jim’s bio
|
| • |
Nonprofit specialist |
| • |
Financial management |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Greater Washington Society of Certified Public Accountants, Member |
| • |
Florida Institute of Certified Public Accountants, Member |
| • |
Mentors, Inc., Board of Directors |
| • |
Maryland Association of Nonprofit Organizations, Member |
| • |
Maryland Society of Association Executives, Member |
| • |
American Society of Association Executives, Member |
| • |
Washington Area Finance & Administration Roundtable, Member |
|
|
Andreas Alexandrou, CPA
Director
aalexandrou@grfcpa.com
Click here for Andreas’ bio
|
| • |
Nonprofit organizations: associations, private voluntary organizations, charitable institutions |
| • |
Audit and accounting |
| • |
A-133 expertise |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Greater Washington Society of CPAs, Member |
| • |
Maryland Association of CPAs, Member |
|
|
Amy Boland, CPA
Director
aboland@grfcpa.com
Click here for Amy’s bio
|
| • |
Nonprofit audit: associations, private voluntary organizations, charitable institutions |
| • |
A-133 expertise |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Pennsylvania Institute of Certified Public Accountants, Member |
|
|
Jacqueline A. Oneto, CPA
Audit Manager
joneto@grfcpa.com
Click here for Jackie’s bio
|
| • |
Nonprofit audit: associations private voluntary organization, charitable institutions |
| • |
Audit and tax preparation |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Greater Washington Society of Certified Public Accountants, Member |
| • |
Maryland Association of Certified Public Accountants, Member |
|
|
Trevor W. Williams, CPA
Audit Manager
twilliams@grfcpa.com
Click here for Trevor’s bio
|
| • |
Nonprofit Audit |
| • |
Audit functions, contractual compliance rules, regulations, policies, procedures and operations |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
National Association of Black Accountants, Member |
| • |
Kappa Alpha Psi Fraternity, Inc., Member |
|
| Tax Department |
Walter Deyhle, CPA, CFP, ABV, CM&AA
Director/Shareholder
wdeyhle@grfcpa.com
Click here for Walter’s bio
|
| • |
Tax returns |
| • |
In-house computerized preparation of individual, corporate, partnership, estate and trust, and nonprofit tax filings |
| • |
Financial planning services: analysis and recommendations on cash management and budgeting, risk management and insurance, funding for children’s education and retirement, and estate and investment planning |
|
| • |
American Institute of Certified Public Accountants—Tax and Financial Planning Division, Member |
| • |
Financial Planning Association, Member |
| • |
Institute of Business Appraisers, Member |
| • |
National Association of Certified Valuation Analysts, Member |
| • |
Maryland Association of Certified Public Accountants—business Valuation/Litigation Support Committee, Former Member |
|
|
Eric J. Lawrence, CPA
Director/Shareholder
elawrence@grfcpa.com
Click here for Eric’s bio
|
| • |
Taxation and estate work |
| • |
Administration of Corporate Tax Department |
| • |
Consultation on optimum business structure, investment decisions, establishment of fringe benefits and pension plans, coordination of corporate and shareholder/key employee tax-saving strategies |
| • |
Law firm partnerships with complex multi-state taxation issues |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Greater Washington Society of CPAs, Member |
| • |
Maryland Association of CPAs, Member |
|
|
Troy Turner, CPA
Director
tturner@grfcpa.com
Click here for Troy’s bio
|
| • |
Tax compliance and planning work |
| • |
Tax return preparation: corporate, partnership, LLC, estate and trust, pension, non-profit, estate and gift, and payroll |
| • |
Taxation of Americans overseas |
|
| • |
Maryland Society of Accountants, Member |
| • |
American Institute of Certified Public Accountants, Member |
|
| Nonprofit Tax Department |
Stephen J. Kelin, CPA, JD
Nonprofit Tax Principal
skelin@grfcpa.com
Click here for Steve’s bio
|
| • |
Tax and consulting services |
| • |
Tax-exempt issues |
|
| • |
American Institute of Certified Public Accountants, Member |
| • |
Virginia Society of Certified Public Accountants, Member |
| • |
Virginia Bar Association, Member |
|
| Client Services Department |
Ian Shuman, CPA
Director, Client Services
ishuman@grfcpa.com
Click here for Ian’s bio
|
| • |
Auditing, consulting, general accounting services |
| • |
Certified QuickBooks ProAdvisor |
|
| • |
American Institute of Certified Public Accountants; Maryland Association of Certified Public Accountants, Member |
| • |
Bach Sinfonia, Treasurer |
| • |
Race for the Cure—Maryland Chapter, Former Treasurer |
|
|
Kathleen Curtis Fisken, EA, LPA, ATA
Principal
kfisken@grfcpa.com
Click here for Kate’s bio
|
| • |
Client services |
| • |
Tax issues affecting Americans overseas |
| • |
Nonprofits: Accounting systems design and implementation, organizational software, financial planning and budgeting, accounting software support |
| • |
Government contracting: contract negotiation, FARS compliance, indirect cost pools design, tax and financial planning and budgeting, representation in DCAA and IG audits |
|
| • |
National Society of Accountants; Maryland Society of Accountants; Virginia Society of Accountants; Member |
| • |
National Association of Enrolled Agents, Member |
| • |
Institute for Training and Development in Amherst, Mass., Board Treasurer |
| • |
Montgomery County Wide Recreation Advisory Board |
| • |
Friends of India, Board Member |
| • |
Shepherd Park After School Program, Board Member |
| • |
The McLean School, Former Board Member |
| • |
St. Andrews Episcopal School, Former Board Member |
|
| Government Contractor Department |
Jerrold Rosenberg, CPA, CFP
Vice President/ Founding Director
jrosenberg@grfcpa.com
Click here for Jerry’s bio
|
| • |
Contractor and grantee consulting |
| • |
Financial planning |
| • |
Optimum business structure and tax saving strategies |
| • |
Business valuations |
| • |
Succession planning |
| • |
Wealth management |
| • |
Tax compliance, estate planning, family-owned business |
| • |
Government contracting |
|
| • |
Maryland Association of CPAs Government Contracts Committee, Founding Member |
| • |
National Contract Management Association, Member |
| • |
Northern Virginia Technology Council, Member |
| • |
Corporate Volunteer Council of Montgomery County, Member |
| • |
Volunteer Partnership Montgomery, Former President |
| • |
Hearts and Homes for Youth, Chairman of the Board |
|
|
Judith Lasley, CPA
Senior Manager
jlasley@grfcpa.com
Click here for Judy’s bio
|
| • |
Client Services |
| • |
Designing and implementing accounting systems, corporate financial planning and budgeting, financial analysis and application of the Federal Acquisition Regulations |
|
| • |
American Institute of Certified Public Accountants; Maryland Association of Certified Public Accountants, Member |
|
| Founding Director |
Michael C. Gelman, CPA (Retired)
Founding Director
mgelman@grfcpa.com
Click here for Michael’s bio
|
| • |
Tax and financial planning |
| • |
Family-owned business, charitable giving programs, wealth management, succession planning |
|
| • |
United Jewish Endowment Fund, President |
| • |
Jewish Federation of Greater Washington |
| • |
United Jewish Communities Human Services and Social Policy Pillar, Chair |
| • |
UJC Birthright Committee, Chair |
| • |
Board of the Israel Project, Inaugural Chairman |
| • |
Jewish Agency for Israel |
| • |
Jewish Community Foundation of Greater Washington |
| • |
American Institute of Certified Public Accountants, Member |
| • |
Maryland Association of CPAs, Member |
| • |
United States Holocaust Memorial Council |
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