| | - 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. Back
to top
Accomplishments
and Activities
- Don
DeGrazia
is Global Chairman and a member of the Global and Americas Executive Committee
of Integra International,
an international association of independent accounting firms of which GMPW is
a member.
Don recently returned from the 9th Annual World Wide Conference
of Integra International in Hong Kong, where he assumed the Chairmanship of Integra.
At this conference, members shared ideas with accounting and consulting experts
from around the world. Don met with representatives of 92 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 attended Integra's European division's
regional meeting in Luxembourg and the Americas' division meeting in Atlanta,
GA.
Don is also a chairman of the NJ Society of CPAs (NJSCPA) Business
Valuation Committee. He was a speaker in May at the 2008 American Institute of
CPAs and American Academy of Matrimonial Lawyers Joint National Divorce Conference
in Las Vegas. He will also chair the NJSCPA Business Valuation Conference in September
2008. 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 January
2008 he spoke to the chapter about the Taxation and Valuation of Stock Options.
Don was a presenter in a nationally broadcast webinar on the Valuation
Methodologies and Issues for Small and Medium Size Businesses. 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). Back to top
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. Back to top
Pavel
Kazlou recently passed the CPA Exam in the State of New Jersey.
Pavel is a graduate of the Richard Stockton College of New Jersey with a Bachelor
of Science in Accounting. As a staff accountant, Pavel's responsibilities include
accounting, auditing and tax preparation. Pavel is a native of Minsk, Belarus. Back
to top - Marty
Mellman has been appointed to represent GMPW with the Cherry
Hill Jewish Business Network Organization. He also rode in the long-distance bicycle
fund raiser for the benefit of the American Cancer Society.
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. Back
to top
- 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.
Back
to top
- Ed
Plasky attended Integra International's 2007 World Conference in
Hong Kong which included independent CPAs and Chartered Accountants from 92 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. Back to top
- Stacey
Udell has become an Accredited Senior Appraiser 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. She 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).
In
May, Stacey D. Udell spoke at the 15th Annual NACVA Consultants Conference in
Las Vegas on the topic of Reasonable Compensation – How to Support It. In July,
she was a speaker on the topic of reasonable compensation in a teleseminar offered
by Business Valuation Resources. Back
to top
- 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.
Back
to top Updated
August 2008
| |