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Investment Planning
Education Planning
Estate Planning

About Gerard
Gerard specializes in accounting, tax, and consulting services to small businesses with an emphasis on professional firms. He provides individuals with tax planning financial planning, estate planning, estate administration, and investment management services. Areas of specialty include contract negotiations, compensation arrangements, entity selection, business operations, revenue cycle management, retirement plan design, insurance, and educational fund planning.

Education
Bachelor of Science, The University of Alabama
Master of Arts, The University of Alabama
Master of Tax Accounting, The University of Alabama

Certifications
Certified Public Accountant (CPA)
AICPA Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Accredited Estate Planner™ (AEP®)
Chartered Global Management Accountant® (CGMA®)

Professional and Civic Organizations
American Institute of Certified Public Accountants (AICPA)
Alabama Society of Certified Public Accountants (ASCPA)
Estate Planning Council of Birmingham
Rotary Club of Birmingham
Healthcare Leaders Association – Alabama and Birmingham Chapters
Community Food Bank of Central Alabama Board Treasurer

Presentation and Publication Topics
Benchmarking and key performance indicators
Contract negotiation and compensation issues
Retirement plan design and implementation
Starting a new medical practice
Navigating through the Stark regulations
Operating a medical practice profitably
Tax issues affecting high income individuals
Estate planning and administration
Consulting issues for CPAs in healthcare
IRA contribution and distribution rules
Strategic planning