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Members News & Updates

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  • 12 Nov 2018 2:51 PM | Christina Hartz (Administrator)

    Gelman, Rosenberg & Freedman CPAs (GRF) has been honored once again among Accounting Today’s Best Firms to Work For. GRF’s 2018 national ranking among midsized firms soared to #12 from #17 the previous year.

    “Our firm culture is very unique,” said GRF Managing Partner, Jackie Cardello. “GRF strives to maintain a workplace that fosters opportunity for its employees while also providing the work-life balance that promotes personal well-being. As Managing Partner, I am particularly proud of the firm’s commitment to diversity and inclusion. It not only creates an environment where differences are appreciated and embraced, it allows us to attract top talent.”

  • 01 Nov 2018 2:18 PM | Christina Hartz (Administrator)

    Mike O’Connor recently joined Early, Cassidy & Schilling, LLC (EC&S) as Vice President of our Premier Client Group. This practice serves the personal insurance needs of prosperous individuals, families, and professional athletes. Mike joins us from McGriff Insurance Services, a subsidiary of BB&T Insurance Holdings. Prior to his insurance career, Mike played professional baseball for 12 seasons, representing the Washington Nationals and the New York Mets.

    Jason Richardson, CEO of EC&S states, “Mike will greatly help us drive business development to our Premier Client Group as we continue to expand this practice and build the brand. I am very excited about Mike joining our team. He works hard to give back to the community regularly in his post professional baseball career. I admire how Mike carries himself and his professionalism. He will bring great success to this practice.”

    Mike O’Connor states, “I am excited to become part of the dynamic team at EC&S. I am looking forward to assisting our current clients and growing the Premier Client Group.”

  • 14 Jun 2018 11:21 AM | Christina Hartz (Administrator)

    Tax-exempt organizations are eager to understand the true impact of applicable provisions in The Tax Cuts and Jobs Act (TCJA) so that they can refine their strategies for tax planning and fundraising for 2018 and beyond. GRF's nonprofit tax experts have been tracking developments closely as clarification emerges from the Internal Revenue Service (IRS) and the Treasury Department.

    Join Gelman, Rosenberg & Freedman CPAs and Humentum for an update focused on the tax consequences to tax-exempt organizations, including the latest guidance from the IRS and Treasury. Our nonprofit tax experts will discuss many of the questions on the minds of nonprofit leaders and provide a checklist of things they should do immediately to respond.

    • How will the new tax law affect our fundraising?
    • Can/should l my organization end pre-tax transportation benefits for employees to avoid triggering unrelated business taxable income (UBTI)?
    • Will our organization need to file a 990-T for 2018? Should we make estimated quarterly payments?
    • How will the new tax law affect our highest-paid employees?

    Participants will come away with practical guidance to help them position their organizations in response to TCJA and potentially reporting issues on their Forms 990/990-T and audited financial statements.

    Presenters

    The webinar will be presented by Partner Richard J. Locastro, CPA, JD, Chair of AICPA's Tax Division Technical Resource Panel (TRP) for Exempt Organizations and Principal Stephen J. Kelin, CPA, JD.

    Additional Program Details

    Learning Objective: To provide attendees with a better understanding of the new tax reform.

    Instructional Delivery Methods: Group Internet-based
    Recommended CPE: 1.0 CPE
    Recommended Fields of Study: Tax
    Prerequisites: None Required
    Advance Preparation: None
    Program Level: Basic
    Course Registration Requirements: None
    Refund Policy: No fee is required to participate in this session.

    Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.

    Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our seminar participants' 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

    Register Here!

    Gelman, Rosenberg & Freedman CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

  • 04 Jun 2018 3:38 PM | Christina Hartz (Administrator)

    Early, Cassidy & Schilling LLC’s (EC&S’) EVP and Principal, Lynne Cook, awarded John Jack J. Curtin, Jr. President’s Award

    The President of the National Association of Surety Bond Producers (NASBP) awarded Lynne Cook the John Jack J. Curtin, Jr. President’s Award for distinguished service recently. The award recognized Lynne’s service in various leadership positions with NASBP, including its President, and for her 40 years of dedication to the surety industry. The award from Howard Cowan, then NASBP President states, “As President, Lynne directed NASBP’s 75th year anniversary celebration and formed the President’s Task Forces to explore the future of the surety industry, culminating in the undertaking of a national public relations campaign. Through her devotion of time energy, and resources, Lynne has served as an exemplar of distinguished service for other surety professionals.”

    “This award exemplifies Lynne’s dedication and commitment to the surety industry and the clients that she serves. She is a remarkable surety professional and leader both at EC&S and beyond. She continues to make a tremendous impact in the surety industry and to provide thought leadership and guidance to those involved in it. This award is well deserved. ” says Jason Richardson, EC&S CEO and Managing Principal.

    Per Lynne, “I was so surprised in the moment and grateful to Howard for recognizing my efforts. Now that it has registered, I am most privileged to have my name on an award that honors one of our industry’s finest, Jack Curtin.”

  • 17 May 2018 9:50 AM | Christina Hartz (Administrator)

    FAR members, Mindy Saffer and Lucia Hedke of Cresa recently launched a new podcast series, The Amazing Space, that discusses trends and challenges in real estate with prominent Association leaders. The pilot episodes are available on Stitcher and iTunes, and the publication of these episodes is also available on Cresa’s corporate blog.

  • 11 Apr 2018 2:14 PM | Christina Hartz (Administrator)

    How do your benefits compare to other nonprofits in the area? Benefits can differ significantly by area and employers need to compete to attract and retain top employees. SIG is providing all FAR members (with 50 or more employees) an opportunity to participate in their 2018 Mid Atlantic Benchmarking Survey. Each participant will receive a complimentary individual benchmarking report which will show:

    • how your benefits compare to other employers in the Mid Atlantic area and nationally,
    • if your wellness and disease management plans are on par with your peers, and
    • cost control strategies other employers are utilizing and more.

    To participate, please click on the link below:

    https://www.silbs.com/benchmarking 

  • 14 Mar 2018 10:26 AM | Christina Hartz (Administrator)

    EC&S is pleased to welcome Casey Nunneker as Principal and Employee Benefit Practice Leader.

    Casey has spent the last eight years with USI Insurance Services in the Mid-Atlantic and was with Group Benefit Services for three years prior to that time. At USI, he worked as both a producer and account executive. In these roles he advised clients through many complex benefit needs and issues. His expertise encompasses strategic areas that include plan performance, human resources support, compliance, well-being and consumerism. “We are very excited about Casey coming on board to lead our Employee Benefit Practice at EC&S. His knowledge covers the full spectrum of options within the benefits discipline. Casey’s appreciation of complex benefit scenarios and his consultative focus will be impactful to both our current clients and future ones. His talent and drive strengthens our management and sales teams tremendously. I look forward to him helping us lead our agency and move EC&S forward as a strong presence in the Mid-Atlantic Region.” says Jason Richardson, EC&S CEO and Managing Principal.

    “I am thrilled to be joining this reputable firm, which has such a rich 90-year history in the region,” says Casey. “I look forward to building on the successes of EC&S and strategically advancing its employee benefits practice.”

    Casey graduated with a bachelor’s degree from the State University of New York at Geneseo.

    He can be reached at (240) 864-9115 or nunnekercc@ecsinsure.com.

    ###

    About Early, Cassidy & Schilling, LLC

    EC&S is a regional insurance agency based in Rockville, Maryland, and has been serving the Mid-Atlantic Region for 90 years. EC&S offers services in property & casualty insurance, employee benefits, surety, executive benefits, personal lines insurance, and captive consulting. The company was originally incorporated in 1927 subscribing to the core value of services and dedication to our clientele which remains a key tenet of our culture. For more information please visit our website at www.ecsinsure.com.

  • 07 Mar 2018 9:26 AM | Christina Hartz (Administrator)

    Newswise — WASHINGTON – AACC, a global scientific and medical professional organization dedicated to better health through laboratory medicine, is pleased to announce that Susan Medick has been named chief financial officer (CFO) for the association, effective today.

    Medick is a certified public accountant with extensive experience serving as a CFO in the nonprofit world. Prior to joining AACC, she held the position of CFO at the Telecommunications Industry Association, where she led rebuilding and strategic planning for operations in the organization’s finance, human resources (HR), information technology, and legal departments. Before that, she served for 20 years as chief financial and operations officer of the Auto Care Association. She guided this association through a period of exponential growth, increasing total organizational revenue by more than $1 million and overseeing major acquisitions and consolidations that increased the annual budget from $5 million to $18 million.

    In her role at AACC, Medick will serve on the executive management team and will lead all initiatives to strengthen and expand the association’s financial resources to ensure continued vitality and growth. She will also oversee AACC’s HR initiatives and guide efforts to retain and recruit top staff talent that aligns with the association’s key priorities. These include delivering high value education and knowledge resources to laboratory medicine professionals who make up AACC’s membership, as well as driving science and innovation in laboratory medicine and advancing best practices in the field worldwide.

     (Read more)

  • 31 Jan 2018 10:15 AM | Christina Hartz (Administrator)

    Early, Cassidy & Schilling LLC is excited to announce the promotion of Lynne Cook to Executive Vice President and Principal at EC&S.

    Lynne has been an integral part of EC&S for the past 19 years. During this time, she has successfully led EC&S’s Surety Practice and will continue to do so, along with assisting in the overall leadership of the agency.

    Over the past year, Lynne has served as President of the National Association of Surety Bond Producers (NASBP) and continues to be a member of the Executive Committee. She also holds the position of Secretary for the Surety Alliance.

    “This is a well-deserved promotion for Lynne. Lynne’s level of professionalism and expertise, along with her dedication to serving the needs of our clients, and EC&S, is exemplary. Her work with NASBP and the Surety Alliance illustrates her commitment to this business segment and her dedication to staying current with the latest industry trends and developments. I am personally excited to work with Lynne in the years to come as EC&S continues to grow throughout the Mid-Atlantic region.” says Jason Richardson, EC&S CEO and Managing Principal.

    Per Lynne, “I am honored to become part of the executive team at EC&S. Our clients are some of the finest firms and people doing business in this part of the country. I am excited to continue supporting our customers in managing their surety programs and meeting their profitability goals. The growth plan for the EC&S team is to focus on being the broker of choice in our selected niches as well as one of the best places to work.”

    ###

    About Early, Cassidy & Schilling, LLC

    EC&S is a regional insurance agency based in Rockville, Maryland, and has been serving the Mid-Atlantic Region for 90 years. EC&S offers services in property & casualty insurance, employee benefits, surety, executive benefits, personal lines insurance, and captive consulting. The company was originally incorporated in 1927 subscribing to the core value of services and dedication to our clientele which remains a key tenet of our culture. For more information please visit our website at www.ecsinsure.com.

  • 02 Jan 2018 1:58 PM | Christina Hartz (Administrator)

    Gelman, Rosenberg & Freedman CPAs (GRF) announced today that Ricardo Trujillo, CPA, CITP, CISA was promoted to partner on January 1.

    Trujillo most recently served as a senior manager in the firm’s audit practice specializing in audit and assurance services for nonprofit organizations including foundations, trade and membership associations, charitable institutions and US-based non-governmental organizations. As partner, Trujillo will be responsible for all aspects of client service and engagement administration in addition to expanding the firm’s Information Technology (IT) Audit practice. He will continue to be based in GRF’s Bethesda, MD office serving local, national and international clients.

    (Read more)

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