Specialized Practice Areas : Tax and Financial Planning
About Us Client Service Value Proposition Client Testimonials Contact Us Directors and Managers GRF Retrospective Independence Statement Links Our Involvement in CPAmerica International Our Service to the Community Software Solutions Specialized Practice Areas Business Advisory Client Services Government Contractors Nonprofit Organizations Nonprofit Expertise Associations The GRF Difference EXCEL Award International Work Nonprofit Resources Our Leadership in the Nonprofit Community Presentations and Seminars Employee Benefit Plans Tax and Financial Planning Financial Tools and Resources Information Center Financial Tools GRF E-Newsletters Print Newsletter Sign-up Tax Resources Articles of Interest Additional Resources News Careers at GRF Our Culture Our Employment Opportunities 31 Reasons to Work at GRF Home Sitemap     At Gelman, Rosenberg & Freedman, tax planning and compliance are combined into a specialized service that provides each client the full benefit of tax saving strategies. If you need a quick 1040 – try our competitors. We look at a bigger picture and apply our knowledge of current tax law to minimize liabilities and ensure that you benefit from every option to save that is available to you. We realize the importance of understanding each client's situation and closely follow changes throughout the year that may impact you. Our comprehensive tax practice offers specialized expertise in every area of taxation – whether you are an individual, a corporation, or a nonprofit organization. Our tax planning and compliance services focus on Individuals Corporations Tax-exempt organizations Expatriates and Non-resident aliens Pension and retirement plans Estates Partnerships Trusts But compliance is only part of the story – we make sure you are taking advantage of often complicated "relief" provisions in the tax law and represent you in the event of an IRS audit. What should you do? As an individual... Report income for a multi-state partnership Invest to control long and short-term capital gains Make gifts to minimize estate tax liability Report income while living abroad Decide on deferring or accelerating income Calculate quarterly estimate payments As a business owner... Decide on the optimum structure for your new business Implement shareholder/key employee tax-saving strategies Set up an employee benefit plan Determine the value of your business Plan for the succession of your business As a nonprofit organization... Apply for tax-exempt status Comply with lobbying regulations Minimize unrelated business income tax Register for multi-state fundraising Design an executive compensation plan 4550 Montgomery Avenue • Suite 650 North • Bethesda, Maryland 20814 P: 301.951.9090 • F: 301.951.3570 © Gelman, Rosenberg & Freedman. All rights reserved.