Financial Tools and Resources
As a recognized firm of accounting professionals, we believe one of our responsibilities to clients and friends is to provide as much assistance as possible to resolve financial needs. Below are a number of links, which offer a wealth of tools and resources, whether you are an individual taxpayer, a small-business owner or the chief financial officer of a nonprofit organization. Much of this information is updated on a regular basis, so we hope you’ll visit often to take full advantage of the resources available to you. Information Center – GRF’s information center provides a comprehensive tax calendar to remind site visitors of important dates and tax deadlines, as well as downloadable IRS tax forms and publications. The CCH Tax Guide is packed with over 500 pages worth of straightforward explanations of virtually any tax issue your clients are likely to encounter – from a tax deduction question, to how to claim the child tax credit. The Business Owner’s Toolkit is an award-winning content package designed specifically to help your small-business owner clients’ and would-be entrepreneur start, run and grow their own small businesses. BOT offers over 4,600 news and advice documents providing answers to your clients’ business, tax and legal questions and gives practical tips on working smarter, saving money and staying in compliance with the law. The Financial Planning Toolkit effectively translates complex financial detail and transfers it into user-friendly information. FPT provides more than 1,500 financial planning documents, tools and interactive calculators to meet your clients’ needs. Information in FPT is organized in a lifecycle structure to provide the novice user with a logical starting point. Seasoned users can drill down through the comprehensive table of contents to access more detailed information. Tax Resources page – Each month visitors have access to new in-depth articles and timely tax development analysis written by top editorial experts. Financial Tools page – Packed with utilities that make tax planning a snap, this page includes interactive calculators that allow clients to perform basic financial analysis, yet still drives the final decision-making to your firm. GRF Newsletters – In addition to up-to-date newsletter articles we post and update regularly on our web site, GRF also offers clients and friends the opportunity to receive print and on-line newsletters—free of charge!—with helpful tips and suggestions to better manage the financial health of your organization, nonprofit or personal finances. Click here to review our current offerings and fill out an on-line subscription form. Articles of Interest page – Every two weeks, CPAmerica International provides current news related to nonprofit organizations, general business/management, wealth advice/estate planning and valuations. Additional Resources page – These specialized resources typically provide helpful assistance regarding new regulation alerts and monthly tax tips. 4550 Montgomery Avenue • Suite 650 North • Bethesda, Maryland 20814 P: 301.951.9090 • F: 301.951.3570 © 2006 Gelman, Rosenberg & Freedman. All rights reserved.