Publications

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Publication | Audit and Assurance | Nonprofits and Associations

Secrets to Finding a Great Auditor

Selecting a potential candidate to conduct your upcoming audit can be a difficult decision due to their close relationship with you and your finances during the audit process. Audit Partner Trevor Williams provides insight into interviews with, and the selection and relationship with your auditor. Key topics include: Requirements of your auditor Where to find…

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Publication | Audit and Assurance | Nonprofits and Associations

Maximizing the Audit Experience

Nonprofit organizations that are prepared ahead of time for an audit avoid turning the audit into an arduous process and instead gain insight and tips on how to achieve their financial goals and meet donor expectations. This presentation, designed by Walter Derengowski of Gelman Rosenberg & Freedman and Alan Lesher of The YMCA of Inland…

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Publication | Nonprofits and Associations

How to Strengthen Your Nonprofit’s Internal Controls

Governance of internal controls is fundamental to the integrity of an organization’s operations. Audit Partner Trevor Williams discusses management of internal controls for nonprofits. Key topics include: Evaluation of internal controls Responsibilities of the levels of authority Integration and communication of adjustments This presentation also includes nine tips on segregation of duties among the people…

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Publication, Special Publication | Advisory, Tax Planning and Preparation | Businesses and Individuals

Congratulations, You Are Now a Law Firm Partner! What about Your New Tax Forms?

The following applies to partners in the local pre-jurisdictions of DC, Maryland and Virginia. When you first become a law firm partner, your federal taxes become very difficult and you can find them daunting. Prior to your partnership, your taxes probably revolved around a W-2 and tax return preparation was rather straight forward. As soon…

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Publication, Special Publication | Tax Planning and Preparation | Businesses and Individuals

2015 Year-End Tax Planning Letter

At this point in 2015, with the end of the year and the income tax filing deadline on the horizon, tax planning presents more of a challenge than usual. So far, Congress has passed minimal tax legislation. However, the Senate Finance Committee at the end of July approved a two-year extension of the tax provisions…

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Publication, Special Publication | Tax Planning and Preparation | Businesses and Individuals

2014 Year-End Tax Planning Letter

The country’s taxpayers are facing more uncertainty than usual as they approach the 2014 tax season. They may feel trapped in limbo while Congress is preoccupied with the November midterm election and its results – leaving legislation that could alter the current tax picture up in the air. Since the DC lawmakers are unlikely to…

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Publication

Intermediate QuickBooks – Best Practices for Nonprofits – February 2014

Following up on his morning workshop on QuickBooks fundamentals for new users, Partner Ian Shuman spent the afternoon reviewing more sophisticated QuickBooks best practices including: Common QuickBooks Errors Budgeting Using Classes and Jobs Functional Classification of Expenses Expense Allocations Recording Restricted P&L Activity Presentation of Net Assets


Publication, Special Publication | Tax Planning and Preparation | Businesses and Individuals

Tax Considerations for Maryland Attorneys Who Become Partners

In addition to the many professional and personal requirements that come with achieving partner status, the individual federal, Maryland, and other state tax requirements and filings will now require additional time and attention. It becomes the responsibility of each partner to report his/her share of income and pay his/her corresponding federal, Maryland and other state…

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Publication, Special Publication | Tax Planning and Preparation | Businesses and Individuals

2013 Year-End Tax Planning Letter

Tax planning is inherently complex, with the most powerful tax strategies often relying as much on clairvoyance as they do calculations. As 2013 begins to wind down, the need for a crystal ball lessens, and the ability to strategize with more certainty is upon us. This developing certainty provides us with an opportunity to better…

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Publication, Special Publication | Tax Planning and Preparation | Businesses and Individuals

2013 Mid-year Tax Planning Letter

Gelman, Rosenberg & Freedman’s 2013 Mid-Year Tax Planning Letter provides pointers on how to save money on your taxes through advance planning. Advice about retirement plans, stocks that reduce your tax liability and various available credit is available. Download this letter by clicking on the image below and start planning how to derive the most…

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Publication

Intermediate QuickBooks – Best Practices for Nonprofits – October 2015

Following up on his morning workshop on QuickBooks fundamentals for new users, Partner Ian Shuman spent the afternoon reviewing more sophisticated QuickBooks best practices including: Budgeting Using Classes and Jobs Functional Classification of Expenses Expense Allocations Some Internal Control Considerations Recording Restricted P&L Activity Common QuickBooks Errors The presentation was hosted by the Center for…

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