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About Gerard
Gerard specializes in accounting, tax and consulting services to small businesses with an emphasis of physician practices and other professional firms. He provides individuals with tax and financial planning and related estate planning and estate administration services. Areas of specialty include contract negotiations, compensation arrangements, entity selection, business operations, accounts receivable, 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®)
Professional and Civic Organizations
American Institute of CPAs, Alabama Society of CPAs, Estate Planning Council of Birmingham, American Health Lawyers Association, Rotary Club of Birmingham, Medical Group Management Association of Alabama and Birmingham Chapter, Affiliated Healthcare Advisors, American Institute on Federal Taxation, Birmingham Museum of Art Asian Art Society
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