Kinds: Presentation

Risks and Rewards of Digital Transformation

Slide Deck Digital technology is changing the way associations operate. As we look toward 2020, digital disruption offers a number of benefits, but the risk associated with transformation is real and addressing that risk should be a top priority. The good news? With careful planning and coordination, association leaders can take action to combat risk…

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Uniform Guidance with Procurement & Sub recipient Monitoring

This presentation is from a complimentary webinar on Highlights of Uniform Guidance Subparts A-F With a Deeper Dive Into Procurement and Sub recipient Monitoring. During the webinar, presenters covered the following: Introduction to Uniform Guidance New vs. Old Regulations Subpart A: Acronyms and Definitions Subpart B: General Provisions Subpart C: Pre-Federal Award Requirements Subpart D:…

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QuickBooks Fundamentals – Best Practices for Nonprofits – October 2015

During a morning workshop on QuickBooks fundamentals for nonprofit organizations, Partner Ian Shuman reviewed best practices for new users including: Orientation and basic navigation Recording expenses Recording income Hodge-podge: credit cards, journal entries and bank reconciliations Basic reporting Common QuickBooks errors

2013 Year-End Tax Planning Seminar

In Gelman, Rosenberg & Freedman’s 2013 Year End Tax Planning Seminar, Director of Tax and Business Valuations Water Deyhle, CPA/ABV/CFF, MAFF discusses how best to strategize tax planning techniques that can be executed during the remainder of 2013. Topic covered include: Individual Income Tax rates Tax on Net Investment Income Limitation on itemized deductions Federal estate and…

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Fiscal Cliff Tax Update – Learn What to Expect in 2013

GRF Tax and Business Valuations Director Walter Deyhle presents information on the American Taxpayer Relief Act of 2012, which was passed by Congress and signed into law by President Obama to avert the impact of significant tax hikes and federal spending cuts—commonly known as the “fiscal cliff”. This webinar addresses how the ATRA changed the…

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Working Overseas: Individual Tax Impacts 2012

Gelman, Rosenberg & Freedman Principal Kate Fisken discusses the tax issues faced by staff on overseas assignments and their employers at 2012 InsideNGO Taxation Management of US Expats Seminar. Topics include types of expatriate assignments, exclusions and how to manage employer risk.  

2012 Year End Tax Planning Seminar

In Gelman, Rosenberg & Freedman’s 2012 Year End Tax Planning Seminar, Director of Tax and Business Valuations Water Deyhle, CPA/ABV/CFF, MAFF discusses how best to plan for the numerous changes in the tax codes scheduled to occur at the end of 2012. Topic covered include: Changes in overall tax rates due to the expiration of the…

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Capital Management for Nonprofits

Senior Audit Manager Trevor Williams presented on “The Effective Management of Nonprofit Investments: The Auditor’s Perspective” at a September 18, 2012 seminar entitled Capital Management for Nonprofits. Mr. Williams co-presented with Dwayne Jackson, a principal at Rembert Pendleton Jackson and Mike Gordon, vice president at Stout & Teague, and reviewed the following items: Keys to…

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2012 Social Security Seminar

Walter H. Deyhle CPA, director of the tax and business valuation department at Gelman, Rosenberg & Freedman, presented at a complimentary social security seminar for the firm’s client’s on Tuesday, May 22. Among the topics covered were: Retirement benefit qualifications Steps to recover maximum benefits Strategies for single people, married couples, survivors and divorced individuals Medicare…

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Nonprofit Retirement Plans: What You Must Know

Employee Benefit Plan Specialist Jackie Cardello partnered with ERISA attorney Dan Brandenburg of Saul Ewing LLP and Dewayne Wilson and Linda de Ridder of United Retirement Plan Consultants, a third party administrator of employee retirement plans, to address concerns related to nonprofit retirement plans. Ms. Cardello reviewed which retirement plans require audits, different Form 5500…

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