Jerry F. Gross, CPA, PFS, CFP
jerry@opmcpa.com

Education:

• Bachelor of Science in Accounting
  University of Maryland at College Park

Areas of Concentration:

• accounting and auditing services to nonprofits, construction contractors, real estate developers, property management companies, ERISA and condominium clients

• responsible for the firm's quality control procedures under the AICPA peer review monitoring section

• audit engagements for organizations following government auditing standards, including Yellow Book and A-133 Audits 

• financial planning for individuals including retirement and estate tax planning

• financial planning for clients related to investment allocation and portfolio evaluation

• preparation of individual, business and nonprofit tax returns tax planning and tax projections

Professional and Civic Organizations:

• American Institute of Certified Public Accountants (Personal Financial Planning Section) Association of Practicing Certified Public Accountants

• Greater Washington Society of Certified Public Accountants

• American Society of Association Executives (ASAE)

• AICPA/USA TODAY Tax Hot Line Volunteer

• Treasurer/Secretary- Rotary Club of Potomac-Bethesda

©2005 Osterman, Pollack & Moses, LLC