Past Events

Gelman, Rosenberg & Freedman CPAs will exhibit at the American Society of Association Executives' 2013 Finance, Human Resources and Business Operations Conference, which will be held at the Walter E. Washington Convention Center in Washington, DC. The conference runs from April 30 to May 1, 2013.

Gelman, Rosenberg & Freedman will exhibit at the 2013 InterAction Forum. The firm has been a long-time supporter and exhibitor at this event. The annual Forum serves as a venue for leaders and innovators of NGOs, governments, philanthropy, corporations and civil society to come together and forge common solutions that focus on our work to improve the lives of the world’s poor and marginalized.

Gelman, Rosenberg & Freedman will exhibit at the Bar Association of Montgomery County's annual meeting in North Bethesda. Stop by our booth to learn more about our tax planning and preparation, valuation, marital dissolution, litigation support and forensic accounting/fraud detection services.

Gelman, Rosenberg & Freedman CPAs will host Phil Lazzari, senior vice president of UBS Financial Services, and Jennifer Miller, regional sales director of Great-West Retirement Services, in a Tuesday, April 16 discussion to provide nonprofit organizations with strategies for managing the fiduciary risk in their retirement plans.

Forensic and Dispute Services Principal Rick Potocek will present on internal threats and risks of fraud in an organizational setting to the Water Information Sharing and Analysis Center (WaterISAC) on Thursday, March 7, 2013.

Gelman, Rosenberg & Freedman will serve as a silver sponsor and exhibitor at Maryland Nonprofits' annual conference on Monday, February 22. The firm has been a long-time supporter and sponsor of this event.

Forensic and Dispute Services Principal Rick Potocek will present on litigation support and expert witness services to the personal injury section of the Bar Association of Montgomery County on Friday, February 22.

GRF Client Services Director and QuickBooks ProAdvisor Ian Shuman provides a preliminary orientation to QuickBooks. The bulk of the course will cover the basic inputs and outputs; including types of transactions and the multiple ways of entering them, followed by an introduction to reports and how to edit them.  For registration details, please click the link below.

Following up on the introductory morning presentation, Mr. Shuman will help attendees gain a better understanding of how QuickBooks can be used for their nonprofit organizations.  All attendees should have basic understanding of Quickbook functions 

Forensic Accounting and Dispute Services Principal Rick Potocek will be speaking on the use of experts and forensic investigations in litigation to the Montgomery County Bar Association's Commercial Litigation Section.

Gelman, Rosenberg and Freedman Forensic and Dispute Services Prinicpal Rick Potocek will discuss how fraud is committed and what warning signs managers should watch for within their organizations.

Three Gelman, Rosenberg & Freedman partners and principals will be presenting at GWSCPA's Annual Not-for-Profit symposium, of which the firm is a sponsor. The annual symposium attracts renowned experts in the accounting and finance fields to share their expertise. From GRF, Bob Albrecht, Steve Kelin and Dick Locastro are presenting.

Client Services Principal Kate Fisken will teach at the 2012 InsideNGO Expatriate Taxation Workshop. She will address common tax questions and concerns for Americans working overseas and   businesses that employee American citizens abroad.

Gelman, Rosenberg & Freedman Audit Partners Jackie Oneto and Amy Boland guide nonprofit executives through the choices that are critical to the sustainability of their organizations by addressing the best practices of financial leadership.

Gelman, Rosenberg & Freedman hosts an annual tax planning seminar for clients and interested individuals to determine how their taxes will be impacted. The event is led by Walter Deyhle, director of the firm’s tax department.

Trevor Williams of Gelman, Rosenberg & Freedman, Dwayne Jackson of Rembert Pendleton Jackson and Mike Gordon of Stout & Teague present on various topics regarding management of investments, office space and finance for nonprofits. Attendees will receive 2 hours of CPE credit.

Partner Ian Shuman, CPA will present an introduction to nonprofit financial management to Princeton AlumniCorps Emerging Leaders.

Amy Boland, CPA and Jackie Oneto, CPA, nonprofit audit partners with Gelman, Rosenberg & Freedman CPAs, will present on financial management best practices for nonprofits on July 17 from 9:30 am to 12:30 pm.

Nonprofit Tax Principal Richard Locastro will present on the topic of IRS nonprofit reporting requirements at AICPA's annual nonprofit national conference, which is dedicated to understanding management and operations issues facing nonprofit organizations today.

If your association’s mission is to participate in the political and public policy arena, this examination of how lobbying, advocacy and political activities affect 501(c)(6) organizations and their related 501(c)(3)s should not be missed.

Tax Department Director Walter H. Deyhle, CPA, CFP leads a complimentary seminar on social security issues. The presentation focuses on how to optimize social security benefits and determine when to collect benefits. 

The Maryland Association of CPAs' government contractor committee has invited Judy Lasley and John Pace to present at a Contracting with the Government - Emerging Issues event on the topic of "From Annual Budget to Provisional Indirect Rates".

Gelman, Rosenberg & Freedman will exhibit at the Bar Association of Montgomery County's annual meeting in North Bethesda.

Gelman, Rosenberg & Freedman will exhibit at the 2012 InterAction Forum, hosted by one of the firm's clients.

Senior tax manager Andrea Feinberg will present at an interactive session of financial and estate planning experts that will investigate the unique planning needs of the LGBT community.

GRF Client Services Director and QuickBooks ProAdvisor Ian Shuman provides a preliminary orientation to QuickBooks and its visual layout and navigation. The bulk of the workshop will cover basic inputs and outputs; including types of transactions and the multiple ways of entering them, followed by an introduction to reports and how to edit them.

Following up on the introductory morning presentation, Mr. Shuman reviews the fundamentals of using QuickBooks to manage your nonprofit financials. The workshop includes a discussion and demonstration of how QuickbBooks class and job features can help track donors, members or grants. Mr. Shuman will also review how QuickBooks can assist with common challenges such as budgeting, reporting, restricted contributions, allocations and functional expenses.

Walter Deyhle, tax department director at Gelman, Rosenberg & Freedman, will present on "The Successful Use of a CPA in Personal Injury Cases" for the Bar Association of Montgomery County's Personal Injury Litigation Section.

Gelman, Rosenberg & Freedman's government contracting team will present at the American Legion's annual Washington conference on Wednesday, February 29 at the Washington Hilton in downtown Washington, DC . Their presentation will highlight the essential role of adequate accounting systems for contractors who do business with the federal government.

GRF’s two nonprofit tax principals explained the different definitions/tests of public charity status, reviewed the calculation of public support for each and highlighted common mistakes and misunderstandings.

GRF details how nonprofit leaders with a strong grasp on how to develop effective policies and procedures are well on their way to leading their organizations to business success.

Gelman, Rosenberg & Freedman hosts an annual tax planning seminar for clients and interested individuals to determine how their taxes will be impacted. The event is led by Walter Deyhle, director of the firm’s tax department.

Financial managers have a lot of choices to make and relationships to build to ensure the operational success of their tax-exempt organizations. GRF presenters discuss management and board responsibilities, key financial roles and provide an oversight of financial statements, operating reserves and internal financial statements.

Learn about the individual tax impacts employers need to be aware of regarding the treatment of overseas earned income and housing allowances, taxable and non-taxable allowances, US state tax considerations, special expatriate issues and the responsibilities and compliance issues faced by finance and human resources departments at this informative InsideNGO workshop.