The GRF Blog


GRF's partners, auditors and accountants share their professional insights into financial management issues of interest to nonprofits, international non-governmental organizations, government contractors, businesses and individuals. Subscribe to our posts in the right column.



Federal Estate and Gift Tax: Part II

This is the seventh post in a new blog series developed from Gelman, Rosenberg & Freedman’s 2013 Year-End Tax Planning Seminar, which was presented by our Director of Tax and Business Valuations Walter Deyhle. We will run this blog series through Tax Day 2014. You may also watch the presentation video or download the presentation […]

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Federal Estate and Gift Tax

This is the sixth post in a new blog series developed from Gelman, Rosenberg & Freedman’s 2013 Year-End Tax Planning Seminar, which was presented by our Director of Tax and Business Valuations Walter Deyhle. We will run this blog series through Tax Day 2014. You may also watch the presentation video or download the presentation […]

Read the rest→

Roth IRA Conversions

This is the fifth post in a new blog series developed from Gelman, Rosenberg & Freedman’s 2013 Year-End Tax Planning Seminar, which was presented by our Director of Tax and Business Valuations Walter Deyhle. We will run this blog series through Tax Day 2014. You may also watch the presentation video or download the presentation […]

Read the rest→

Tax on Net Investment Income: Part II

This is the fourth post in a new blog series developed from Gelman, Rosenberg & Freedman’s 2013 Year-End Tax Planning Seminar, presented by our Director of Tax and Business Valuations Walter Deyhle. We will run this blog series through Tax Day 2014. You may also watch the presentation video or download the presentation slides. Read […]

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Tax on Net Investment Income: Part I

This is the third post in a new blog series developed from Gelman, Rosenberg & Freedman’s 2013 Year-End Tax Planning Seminar, which was presented by our Director of Tax and Business Valuations Walter Deyhle. We will run this blog series through Tax Day 2014. You may also watch the presentation video or download the presentation […]

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Capital Gains Rate

This is the second post in a new blog series developed from Gelman, Rosenberg & Freedman’s 2013 Year-End Tax Planning Seminar, presented by our Director of Tax and Business Valuations Walter Deyhle. We will run this blog series through Tax Day 2014. You may also watch the presentation video or download the presentation slides. Read […]

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Get Volunteering Right: Part II

This two-part blog series was originally published as an article in the Virginia Society of CPAs’ Disclosures January/February 2014 issue. Read part I of this series here and learn more at www.vscpa.com. Ever wonder what your role as a CPA volunteer should be? The Virginia Board of Accountancy has answers. Read “Get Volunteering Right: Part […]

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American Taxpayer Relief Act

This is the first post in a new blog series developed from Gelman, Rosenberg & Freedman’s 2013 Year-End Tax Planning Seminar, which was presented by our Director of Tax and Business Valuations Walter Deyhle. We will run this blog series through Tax Day 2014. You may also watch the presentation video or download the presentation […]

Read the rest→

Get Volunteering Right: Part I

This two-part blog series was originally published as an article in the Virginia Society of CPAs’ Disclosures January/February 2014 issue. Learn more at www.vscpa.com. Ever wonder what your role as a CPA volunteer should be? The Virginia Board of Accountancy has answers. We all have been there before: A community organization (e.g., Girl or Boy […]

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Beware of Online Shopping during the Holiday Season

It’s the holiday season and a lot of us will turn to online shopping to avoid the crowded malls. Online shopping is an easy solution during the holiday season and vendors have worked hard to make it safe for us to pay online. However, there are some things that are out of their hands such […]

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We want to commend your firm, especially Amy Boland, on the outstanding service recently provided to the Close Up Foundation during our FY07 audit.

Rick Rockelli |  Chief Operating Officer
Close Up Foundation