Gerard specializes in accounting, tax and consulting services to small businesses with an emphasis of physician practices and other professional firms. Also 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, University of Alabama, 1975
Master of Arts, University of Alabama, 1976
Master of Tax Accounting, University of Alabama, 1980

Certifications
Certified Public Accountant (CPA) - 1978
AICPA Personal Financial Specialist (PFS) - 1990
CERTIFIED FINANCIAL PLANNER™ (CFP®) - 1992
Accredited Estate Planner (AEP) - 1999

Professional/Civic organizations
American Institute of CPAs, Alabama Society of CPAs, Birmingham Tax Forum, Estate Planning Council of Birmingham, American Health Lawyers Association, Rotary Club of Birmingham, Medical Group Management Association of Alabama, Birmingham and Shelby-Chilton County Chapters, Affiliated Healthcare Advisors, Norton Board of Birmingham-Southern College, Accounting Professional Advisory Board of The University of Alabama, Finance and Taxation Committee of the Birmingham Chamber of Commerce, Alabama Institute on Federal Taxation, Birmingham Museum of Art Asian Art Group

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