Education
Old Dominion University Bachelor of Science in Accounting Professional Certifications Certified Public
Accountant, Virginia | Gerard has over 20 years of public accounting experience, six of which were with
an international firm. Gerard works with a wide diversity of clients including distributors, finish trades, automobile service
centers, medical practices, investment partnerships, professional services firms, manufacturers, publishers, transportation
organizations, real estate firms and healthcare organizations. Gerard’s real estate experience includes commercial development
and management, multifamily and single family home development, real estate investments and public offerings of limited partnership
interests. Gerard is also one of the firm’s retirement plan audit partners. He currently works on fifteen plans such as
defined contribution plans, defined benefit plans, cash balance plans and master trusts. In addition, Gerard has extensive
experience with not-for-profit organizations. His experience includes foundations, schools, trade associations, political action
committees and health and welfare organizations. Gerard has made educational presentations regarding not-for-profit accounting and
has made presentations on critical issues effecting trade associations and not-for-profit organizations. Gerard has made numerous
presentations to management, board of directors and trustees regarding financial information and operational issues. Gerard consults
on a variety of corporate and individual tax issues such as business structures, unrelated business income, acquisitions, disposition
and tax planning. |