| | - Recognizing
that health care insurance costs are sky rocketing again, GMPW hosted a seminar
for clients and friends of the firm. They offered specific recommendations for
minimizing cost increases for employers and employees without significantly reducing
the overall quality or scope of medical coverage.
We also offered a seminar
for our clients and friends on the subject of Long-term Care Insurance. We recognize
that nursing home costs and in-home care can significantly and negatively impact
a person's life long accumulation of wealth. Long-term care insurance is a little
known, but highly effective method of reducing the financial risk of aging.
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Accomplishments
and Activities
- Sharon
Bishop has been appointed to The Evergreens Finance & Audit Committees.
The Evergreens is a prestigious continuing care retirement community in Moorestown,
New Jersey. As a member of the finance committee, Sharon will be responsible for
both routine financial reviews and investment oversights. As part of the audit
committee, she will share responsibility for the implementation of an effective
outside audit with the external auditors
Sharon was also elected to the
office of Treasurer for the Burlington County Special Services School District
Education Foundation. The purpose of the foundation is to raise money to fund
activities for handicapped children that are not included in the regular school
budget. Sharon has also accepted an invitation to serve on the Professional Advisory
Committee of the Jewish Community Fund, based in Cherry Hill, NJ.
Currently,
she and Bill Frank are GMPW's
representatives to the Burlington County Chamber of Commerce.
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- Eileen
Diane Boyle recently passed the CPA Exam in the State of New Jersey.
Eileen is a graduate of the University of South Florida with a Bachelor of Science
in Accounting. As a staff accountant, Diane's responsibilities include accounting,
auditing and tax preparation. Her experience includes numerous years in corporate
accounting. She is a member of the New Jersey Society of Certified Public Accountants.
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-
Don
DeGrazia
is Past President and a member of the Americas Executive Committee of Integra
International, an international association of independent accounting firms
of which GMPW is a member. He also serves on Integra's Global Board and is global
chairman elect.
Don recently returned from the 8th Annual World Wide Conference
of Integra International in Rome, Italy, where he spoke on the topic of Valuation
of an Accounting Practice. At this conference, members shared ideas with accounting
and consulting experts from around the world. Don met with representatives of
85 firms from North America, South America, Europe, Africa, and Asia where they
discussed current technical issues and innovative practice management/consulting
techniques that will help businesses to grow at the local level. He also headed
Integra's European division's regional meeting in Istanbul, Turkey where he spoke
on the International Cost of Capital for Business Valuation.
Don is also
a past chairman of the NJ Society of CPAs (NJSCPA) Matrimonial Accounting Committee.
He was a speaker in May at the 2006 American Institute of CPAs and American Academy
of Matrimonial Lawyers Joint National Divorce Conference in Las Vegas. He will
also provide a half-day seminar on business valuation for the NJSCPA in April
2006.
He
is a member of the Family Law Task Force of the AICPA. The task force has developed
a Practice Aid for the accounting, tax and business valuation aspects of family
law. He also serves on the "Ask the Experts" Panel of the AICPA E-Valuation
Alert Newsletter published monthly.
Don is a member of the Board of Directors
of the Society of Financial Service Professionals – South Jersey Chapter.
SFSP is a multidisciplinary association of professionals providing services in
the area of estate planning, investment advisory and risk management. In October
2006 he spoke to the chapter about Family Limited Partnerships.
Don was
a speaker at the 2005 New Jersey Judicial College where his topic was "Identification
, Valuation and Allocation of Executive Compensation and Perks."
Don is a contributing author to the AICPA publication entitled "Income
Reconstruction: A Guide to Discovering Unreported Income." He
also edits the annual publication "Divorce Engagements" issued by Practitioners
Publishing Corp (PPC).
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H.
Barton Greenspan and Stanton Meltzer
have received honorary memberships in the American Institute of Certified Public
Accountants (AICPA) in appreciation and recognition of 40 years of continuing
contributions to the accounting profession. Stan has actively participated in
the AICPA as chairman of major national conferences and as a lecturer throughout
the United States.
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Mary
Kate Kearney
recently passed the CPA Exam in the State of Pennsylvania. She is a graduate of
LaSalle University with a Bachelor of Science in Accounting. As a staff accountant,
her responsibilities include accounting, auditing and tax preparation. Her experience
includes three years in corporate accounting. She is a member of the New Jersey
Society of Certified Public Accountants.
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- Marty
Mellman has been appointed to represent GMPW with the Cherry
Hill Jewish Business Network Organization.
Marty has received his Life
& Health Insurance License. He is a registered Investment
Advisor in the state of NJ. GMPW is able to provide Life
& Health services to all their clients. Marty will be happy to discuss any
investment or insurance questions that you may have.
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- Stan
Meltzer attended the AICPA National Business Valuation Conference
in Las Vegas dealing with the latest techniques of business valuations including
the valuation of S-corps and medical practices, differences between performing
business valuations and calculating lost profits, an in-depth look at discounts
for lack of marketability and new professional standards for business valuation.
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- Ed
Plasky attended Integra International's 2005 World Conference in
New York which included independent CPAs and Chartered Accountants from 85 firms
from North America, South America, Europe, Africa, and Asia.
Ed is a member
of the Board of Directors of the Temple University Owl Club. The Owl Club is a
nonprofit organization funded by private contributions to support Temple University's
20 sport intercollegiate athlete program and to increase Temple's visibility at
a national level.
He is also a member of the Board of Directors of the
Jewish Federation of Southern New Jersey where he is also on the Executive Committee
and is the Chairman of the Finance Committee. The Southern NJ Federation encompasses
Camden, Burlington and Gloucester counties and is the third largest federation
in the State of New Jersey.
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- Stacey
Udell has become a Candidate member in the American Society of
Appraisers (ASA). A Candidate in the ASA must demonstrate five years of full-time
equivalent experience in business valuation, have experience in appraising a wide
variety of companies and pass the ethics and USPAP exams. Ms. Udell is also designated
as an ABV (Accredited in Business Valuation) by the AICPA (American Institute
of Certified Public Accountants) and certified as a CVA (Certified Valuations
Analyst) by the NACVA (National Association of Valuation Analysts).
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- Harmon
Wise has completed
a 2 day course on how to conduct a peer review under the AICPA practice-monitoring
programs. Harmon has submitted his reviewers resume to the AICPA and is now qualified
to conduct a peer review under the uniform professional standards.
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February 2007
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