GJ Adds Healthcare Expertise

January 21, 2010 | Subscribe to our RSS Feed

FOR IMMEDIATE RELEASE

CONTACT
Jeffrey Bukowski
443-655-3774
jdbukowski@bukowskipr.com

Glass Jacobson Adds Significant Healthcare Expertise

Trotta, Koppelman and team provide
more than 60 years combined experience in healthcare finance

OWINGS MILLS, Md. – December 9, 2009 – Wealth management and CPA firm Glass Jacobson is pleased to announce the addition of Patrick V. Trotta, CPA and Mark S. Koppelman, CPA and their team to the firm’s practice. With more than 60 years of experience between them in the healthcare field, the addition of Mr. Trotta and Mr. Koppelman significantly bolsters Glass Jacobson’s ability to provide “one-stop shopping” for all of its clients’ financial needs.

Mr. Trotta has spent a significant portion of his career consulting with healthcare providers on third-party reimbursement issues, such as Medicare and Medicaid, and financial issues. He was a member of the group that analyzed the Nursing Home Case Mix Quality Demonstration Project, which was utilized in developing the current Prospective Payment System (PPS) for Skilled Nursing Facilities (SNFs).

Mr. Koppelman specializes in Medicare and Medicaid issues and provides corporate compliance consulting and litigation support to a variety of healthcare providers. Both join Glass Jacobson from management consulting firm Sacks, Trotta, Koppelman, where Mr. Trotta was a founding member and Mr. Koppelman had been a member since 1983.

At Glass Jacobson, Mr. Trotta, Mr. Koppelman and their team – Bill List, Jennifer Verch and Carolyn Cunningham, all of whom come to Glass Jacobson with Mr. Trotta and Mr. Koppelman – will work with healthcare providers with a wide range of financial advisory services, including:

• Audit, Accounting and Tax Services
• Corporate Compliance
• Billing and Accounts Receivable
• Due Diligence
• Business Valuation Services
• Litigation Support

“The addition of Patrick Trotta, Mark Koppelman and their team represents a momentous advance for our firm and for our clients,” Glass Jacobson president Edward J. Jacobson said. “Having them join Glass Jacobson significantly increases our presence and knowledge base in the healthcare space.”

Mr. Trotta is a frequent speaker on healthcare-related issues is a member of more than a dozen professional associations. He was named the Health Facilities Association of Maryland’s “Person of the year in 2008. He earned his Bachelor of Science in Business Administration from Towson University and is a Certified Public Accountant in the state of Maryland and the District of Columbia.

Mr. Koppelman earned his Bachelor of Science in Business Administration from Salisbury University, and is a Certified Public Accountant in the state of Maryland. His professional associations include the American Institute of CPAs, the Maryland Association of CPAs and Healthcare Financial Management Association.

About Glass Jacobson

Founded in Baltimore in 1962 as a traditional CPA firm, Glass Jacobson has evolved into a wealth management firm to better serve its clients’ diverse, ever-growing financial needs. Today, the firm’s unique Wealth Management Model brings together the essential services of Investment Management, Advanced Planning and Relationship Management, and delivers them with unparalleled expertise and professionalism.

Serving as a personal CFO, Glass Jacobson looks beyond the numbers to get to the core of every client’s financial situation. The firm delivers a full team of in-house CPAs, investment advisors, financial planners and insurance specialists to every client. To learn more about Glass Jacobson, please see www.glassjacobson.com.

###