Weltman Bernfield’s Gerald Brin Named Million Dollar Man

CPA Gerald Brin is working (and playing) hard to raise money for a cure for leukemia. This article was taken from the Microscope Newsletter (Winter 2011), part of the Leukemia Research Foundation website.

Gerry Brin at Leukemia Research Foundation Ski for ResearchSki for Research’s Million Dollar Man
…And Schussing to the Next Milestone

Gerald Brin of Mundelein, Ill. could be considered a million dollar man. He doesn’t see through walls, run faster than cars or bend steel rods for fun. But Gerry has bionic ability when it comes to raising money for blood cancer research – which certainly means a million to the LRF.

January 27, 2011, marks the departure date for the 26th Annual Ski for Research, which will take place in Beaver Creek, Colorado until February 1. Dozens of skiers will enjoy first-class accommodations for five nights at The Charter at Beaver Creek, a Naster Slalom Race, many meals, a group photo, and of course, skiing all day and into the night.  Gerry has used his favorite sport to raise more than $1 million in memory of his nephew Alan, who was lost to leukemia in 1978. The funds that Gerry has raised contributes to the more than $6 million that the Donald Davidson – Alan Brin Memorial Chapter of the LRF has raised.

Gerry works on this event for most of the year leading up to it, arranging accommodations, making lessons available for those who want them, recruiting sponsors for the cause, and maintaining a relationship with the several hundred skiers who have joined him on the trip throughout the last 25 years – making sure they know his ultimate goal.

“I want to help find a cure for leukemia and put our Chapter and the LRF out of business. Survival rates have risen and treatments have improved greatly since 1978, but since we’re still skiing for research, the job’s not done yet.”– Gerry Brin

The LRF hopes that Gerry reaches his goal. Thanks Gerry for all that you’ve done to help find a cure for leukemia and the other blood cancers. His first $1 million has helped to produce better treatments and medications – and has led to thousands of lives saved. It is hoped that the next $1 million will result in the cure and financial support for all who will need that life-saving treatment.

Firm Administrator Named Woman of the Year

Christine Golz, Weltman Bernfield’s Firm Administrator, received the 2010/2011 Woman of the Year Award from The National Association of Professional Women, a group providing professional and personal support for women in the workplace. Christine is an active member of NAPW which carries a profile of her on their website and periodically communicates with other members about her work and accomplishments. Christine prevailed over a group of over 3,000 of her peers for this honor.

As Firm Administrator, Christine has proven her talent at WB in a relatively short time. Since joining the firm in July 2009 she has instituted WB’s bi-monthly Partner Insights seminars, which are events where our firm’s partners and other speakers discuss topics relevant to our clients. She played an instrumental role in developing the WB website and was responsible for promoting our firm through prominent media. As Firm Administrator, Christine manages a 4-6 person team and assists the firm’s partners, particularly our managing partner, in running the firm.

Prior to joining the WB team, Christine worked for a small accounting firm as Office Manager, working on day to day operations, marketing, IT, and bookkeeping. She has also worked in Human Resources departments and owned her own secretarial/bookkeeping firm. In the future, she hopes to be a partner or principal at WB.

When she’s not tending to the responsibilities of her career, Christine likes to spend time with her two daughters, one a sophomore in college and the other in fifth grade. As a former athlete, she enjoys staying active camping, bowling, and playing Wii with her girls.

We are exceptionally proud of Christine’s accomplishments, not only as Woman of the Year for NAPW, but for her work ethic, character, and continuous search for excellence in her career.

October 2010 Client Information Bulletin

Articles in our October 2010 issue:


Gimme a Break!

Do you have to allow employees to take breaks? It depends.

Under federal wage and hour laws, employers are generally not required to provide breaks. However, if you decide to give employees a break, the time is treated as compensable work time. Conversely, some states specifically require rest breaks of varying durations for non-exempt employees or hourly workers.

Finally, breaks may be required for employees with special needs. Make sure your company complies with all the applicable federal and state laws.


Facts and Figures-Timely points of particular interest

Hiring Choices—The new Hiring Incentives to Restore Employment (HIRE) Act of 2010 provides a tax benefit for hiring previously unemployed workers. An employer may avoid the 6.2% Social Security tax on a worker’s wages. Caveat: If the employer takes the exemption, the employer cannot claim a Work Opportunity Tax Credit for the same worker.

Stress at Work—Reducing stress at work can lead to greater productivity. Here are three helpful suggestions: (1) Take responsibility for improving your physical and emotional health. (2) Identify knee-jerk habits and negative attitudes that affect the workplace. (3) Practice better communication skills to ease and improve work-based relationships.

New Employee Blog

As an English major, the idea of working at a place based largely around numbers was a little daunting at first.  Thankfully, they haven’t made me decipher all those forms with various boxes and lines to add up.  I will say, though, that over the past two months, I’ve gotten used to people casually slipping “Extension deadlines” or “K-1 forms” into conversation.  Honestly, we’re all just a nerdy bunch, but those are the kinds of people you want working on your finances.

The atmosphere in our office and the friendliness and helpfulness of my fellow staff as I try to remember where in the computer to put which file is truly heartening.  Yes, I still feel like a nuisance every time I ask for a reminder on how to do something, but no one else seems to notice—they realize that this is not the simplest place to work.  I’m still learning how to help clients when they call with issues concerning tax returns or payroll, but, even if I don’t know what to tell them, there’s always a co-worker who is eager to help, not only by taking the time to talk to the client, but by explaining to me what I can do next time to help.  That’s the attitude at Weltman Bernfield: always learn, always grow.  There’s no job too small here—and I should know—because all those small steps add up to the bigger picture: serving our clients the best way we can by making complicated issues simple for them.  Every task I take on is appreciated by my co-workers, and that’s very refreshing for me.  I may not be 100% comfortable with all the new and different duties I have to do, but I’m getting there with a little help from my friends.