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Biographies
Jeff Albrecht
Jeff
Albrecht is a shareholder with Sol Schwartz & Associates,
P.C. in San Antonio, Texas. Jeff has been practicing in public
accounting since 1980, after training for a year with the
IRS. He has worked extensively in the areas of trust income
taxation, like-kind exchanges, the sale/purchase of businesses,
and with limited liability companies. He is involved in all
areas of tax, including individual, corporate, partnership,
and estate planning. He has presented seminars and written
several articles on a variety of tax subjects. Jeff previously
served as a member of the AICPA Tax Forms Committee, which
met periodically in Washington, D.C. with the IRS to submit
recommendations for simplification and revision to federal
tax forms, instructions, and publications. A graduate of the
University of Texas at Austin, Jeff is also involved in a
number of church and business organizations.
Arlyn C. Baak
Arlyn
Baak is the owner of a five-person accounting and consulting
practice that specializes in services to small businesses
and individuals. Services include preparation of monthly financial
statements, tax compliance and reporting for income, payroll,
sales, fiduciary and estate taxes as well as assistance on
the selection of computerized accounting systems. He has over
twenty-five years experience as a CPA both in his own business
and as an employee of several businesses in the Denver area,
holding a variety of positions in management, finance and
accounting.
Arlyn has a Bachelor of Science degree in accounting from
the University of South Dakota and a Masters of Business Administration
with an emphasis in Finance from the University of Colorado
at Denver. He is an active member of the South Metro Denver
Chamber of Commerce, and serves on the Board of Directors
of NewGenesis, a shelter for homeless working men in downtown
Denver.
Lori J. Baker
Lori
J. Baker has been with the firm of Adamy + Company, P.C. since
1983 and is the Tax Partner, devoting most of her time to tax planning and compliance. She received her B.S.B.A. degree in accounting
from Aquinas College in May 1985 and was awarded
her certification in public accounting (CPA) in September 1985.
Her experience in working in all areas of
the practice gives Lori a unique perspective in advising her
clients. Over the years, Lori has assisted the owners and employees
of numerous local businesses in the areas of tax planning and
preparation, estate and trust, retirement and financial planning, succession planning, ESOPs, and human resources, as well as accounting
and general business consulting. Lori has served as president of the American Society of Women Accountants (ASWA) and holds board positions with several non-profit groups in her community.
Michael A. Bakk
Michael
Bakk is a Shareholder in the Minot, ND office of Brady, Martz
& Associates, P.C. and a member of its Board of Directors. He
also serves on the Board of Directors of the North Dakota Society
of CPA's. Michael is a member of the American Institute of Certified
Public Accountants and the National Society of Accountants for
Cooperatives in addition to his membership in the North Dakota
Society. He has been with Brady, Martz since 1976 with experience
in tax, estate and retirement planning and consulting as well
as providing accounting, auditing and consulting services to
small business with industry specialties in construction, manufacturing,
agribusiness and financial services.
Kristy Mukai Barnes
Kristy Mukai Barnes has a Bachelor of Science in Business Management. Kristy has over 10 years of experience in the financial industry and is a Certified Financial Planner (CFP), a Registered Financial Consultant (RFC)a Certified Specialist in Retirement Planning (CSRP) and a Certified Specialist in Estate Planning (CSEP).
Kristy has experience with preparation of comprehensive personal financial plans,consulting regarding investment planning, preparation and implementation of asset allocation strategies, recommendation of appropriate retirement planning strategies, recommendation of appropriate estate planning strategies,consulting and implementation of various investment vehicles including IRA's, Roth IRA's, 529 College Savings Plans, 401k Plans, SEP Plans and Non-qualified investment accounts.
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Vicki A. Beckey
Vicki A. Beckey is a CPA with Taylor, Rees & Co. since 1988.
She is a graduate of the University of Northern Iowa with a
BA in Mathematics. Vicki earned her CPA in 1994 and her CSEP
in May of 2000.
Jeffrey S. Berdahl
Jeffrey
S. Berdahl is the President of Berdahl & Company, P.C. Jeff
is a CPA with over nineteen years of experience in public accounting;
His areas of expertise include tax planning and preparation,
accounting, financial planning and management advisory services.
Jeff founded the firm in order to deliver quality, timely and
innovative business solutions to growing businesses, as well
as tax, accounting and financial planning to the small to medium
sized businesses and executives in the Lehigh Valley Region.
A graduate of Muhlenberg College with a Bachelor of Arts degree
in accounting, Jeff also completed requisite course studies
in Estate Planning and holds a Certified Specialist in Estate
Planning designation. Jeff has also been affiliated with several
local and Leading Regional Certified Public accounting firms.
Jeff is a member of the Pennsylvania Institute of Certified
Public Accountants where he serves on the Executive Committee
of the local Lehigh Valley Chapter of the PICPA and also serves
on the PICPA-PAC Board of Trustees. He is also a member of the
Estate Planning Council of the Lehigh Valley and the Greater
Lehigh County Chamber of Commerce where he is the member of
the Public Policy Committee and Serves as the Tax Chairperson.
In addition, he is a graduate of the Leadership Lehigh Valley
program 1998-1999, and is a member of the Allentown West Rotary
Club. He also serves as a Patrol leader in Pack 72 Fogelsville.
Jeff is past president of the Muhlenberg College Lehigh Valley
Area Alumni Club and is member of the Muhlenberg Board of Associates.
Jeff is a frequent discussion leader for various accounting
and business related topics and participates in a number of
state accounting, tax and business consulting conferences. .
Jennifer C. Bordes
Jennifer
is a Director of Tax Services for LaPorte Sehrt Romig Hand.
With twenty years of experience, her area of practice includes
all aspects of individual, corporation, S corporation, partnership,
estate, and trust tax compliance and planning. She concentrates
her efforts in the gift and estate-planning arena.
Inez G. Bowie
Inez G. Bowie is a Certified Public Accountant with Rea & Associates, Inc., a full service CPA firm with offices located throughout Ohio. Mrs. Bowie is licensed to practice in both Ohio and West Virginia. She specializes in taxation, business consulting, estate and trust compliance, and estate planning. Mrs. Bowie is a member of the Mid-Ohio Valley Estate Planning Council, Marietta Kiwanis Club, and the West Virginia Society and Ohio Society of Certified Public Accountants.
Bonny Bowyer
Bonny Bowyer, a graduate of Florida State University, has been
providing quality accounting services to individuals and small
businesses for over 20 years.
Elizabeth D. Boyle
Elizabeth D. Boyle, CPA, CSEP is a magna cum laude graduate
of St. Mary’s College of Notre Dame and a Tax Supervisor with
the CPA firm of Conti, Stewart, Roy and Associates located in
Greensburg, PA. She has nine years of public accounting experience,
specializing in auditing and consulting for small businesses,
individuals and not-for-profit organizations. Her consulting
work includes accounting and income tax compliance for small
businesses, as well as estate tax compliance and planning for
individuals, estates and trusts. She is a member of both the
American (AICPA) and Pennsylvania (PICPA) Institutes of Certified
Public Accountants and a recipient of the Alexander E. Loeb
Silver Medal Award from the PICPA. She is also an adjunct faculty
member on the staffs of Seton Hill College and the Westmoreland
County Community College, teaching classes in accounting, finance,
and auditing.
Fred J. Brailey,
Jr., CPA, MST, CSEP
Fred is a sole practitioner serving West Michigan. He limits
his practice to estate, gift, trust and individual taxation
and planning. He does fiduciary accounting and reporting for
estates and trusts. He provides consulting and planning for
pet trusts. He provides tax research and consulting services
to other Certified Public Accountants, attorneys, financial
planners, trustees, and personal representatives. Fred is a
graduate of Michigan State University (BA - Spanish/Education,
1973) and Grand Valley State University (MS in Taxation, 1991).
He was a Field Representative with the Social Security Administration
for 15 years. He is a member of the Estate Planners Intrastate
Consortium (EPIC), as association of other Michigan CPAs involved
in wealth transfer planning and taxation. He is also a member
of the Michigan Association of Certified Public Accountants
(MACPA). Certified Specialist in Estate Planning, 1999.
Patrick R. Brauer
Patrick R. Brauer, CPA, CSRP is a manager with the CPA firm
of Heaton & Eadie, PSC. He joined the firm of Heaton & Eadie
upon obtaining his Bachelor of Science degree in Accounting
from Indiana University in December of 1992. He has been engaged
in the practice of public accounting for over eight years specializing
in closely held business entities. During the past eight years,
his experience in taxation and business consulting has encompassed
a variety of business activities. His experience includes providing
accounting, taxation, retirement/estate planning and employee
benefits consulting services to small business in healthcare,
legal, architectural, and other professional service related
specialties. He has extensive experience in providing employee
benefits consulting services including: the design of, implementation
of, and administration of qualified retirement plans including
pension, profit sharing, and 401(k) plans. He is a member of
the American Institute of Certified Public Accountants and the
Indiana CPA Society.
Whit L. Brown Jr.
Whit L. Brown, Certified Public Accountant.
Whit L. Brown, shareholder, was recently named an honorary member
of the American Institute of Certified Public Accountants (AICPA).
In addition to being a CPA (the CPA designation is regulated
by the state of Florida), he is also a Certified Financial Planner,
Certified Management Accountant, Certified Employee Benefit
Specialist, and Certified Specialist in Estate Planning. He
has also earned the AICPA Certificate of Educational Achievement
in Tax Planning and Advising for Closely Held Business. Mr.
Brown is a graduate of Davidson College and holds a Master's
Degree from the University of North Carolina.Mr. Brown is a
member of the Florida Institute of CPA's, where he presently
serves as vice chairman of the Not-for-Profit Organizations
Conference Committee and performs peer reviews of other CPA
firms' accounting and auditing practice. He serves as the treasurer
of the USO of Pensacola and is a member of Five Flags Rotary,
the Chamber of Commerce Committee of 100, and numerous other
civic and religious organizations. Mr. Brown was recently selected
for the leadership Pensacola (LEAP) Class of 2002.
J. Kenneth Bryant
Ken Bryant, CPA, is a shareholder of Moore Stephens Lovelace,
P.A., which has offices across the state of Florida in Orlando,
Miami, Clearwater, and Tallahassee. Ken has over 20 years experience
in working with a wide-range of businesses and their owners
on tax, organizational, strategic, and operational issues. Ken's
experience includes extensive consulting in the areas of taxation
for individuals, corporations and other entities, as well as
financial, estate and business succession planning. He has represented
a large number of clients before the Internal Revenue Service
at all levels including collections, appeals, and tax court.
Courts have recognized him as an expert witness in accounting,
tax, and business matters. He is also a graduate of the University
of Central Florida.
Diane M. Burke
Diane M. Burke, CPA, CSEP graduated summa cum laude
from New York University with a BS in finance. While there,
she continued to earn her MBA in accounting from the university's
Graduate School of Business and was awarded with the AICPA Elijah
Watt Sells Award for her distinguished performance on the CPA
examination. Since 1996, Diane has worked for Cover and Rossiter
as a specialist in trust and estate tax matters and also lends
her expertise in estate and trust tax filings, estate administration,
and preparation of formal fiduciary accountings. Prior to her
career in public accounting, Diane taught accounting and finance
at Goldey-Beacom College, managed the budget and staff of a
major retail organization, and held the position of controller
for a law firm. Her professional affiliations include membership
to the American Institute of Certified Public Accountants, the
Delaware Society of Certified Public Accountants, the Wilmington
Tax Group, and the Estate Planning Council of Delaware, Inc.
In addition, she holds a Certificate of Educational Achievement
in Estate Planning and achieved designation of a Certified Specialist
in Estate Planning. In her free time, Diane enjoys spending
time with her husband and three sons.
Stanley J. Bushner
After graduating from Allentown Central Catholic High School,
Stan earned a BS degree in Business Administration at Bloomsburg
State College. Upon graduating, he joined the firm of Grey,
Buckno and Company in September 1973 and qualified as a CPA
in November 1977. Stan became a shareholder of the firm in 1982
and is a Certified Specialist in Estate Planning (CSEP). Serving
as treasurer of the Girls Club of Allentown, Stan is a member
of the American Institute of Certified Public Accountants and
the Pennsylvania Institute of Certified Public Accountants.
He is a former member of the Lehigh Valley Estate Planning Council
and the Committee on Federal Taxation of the Pennsylvania Institute
of Certified Public Accountants.
Lawrence H. Carlton
Lawrence H. Carlton is a Certified Public Accountant registered
in the Commonwealth of Massachusetts who has been practicing
public accounting for over thirty years. He is a summa cum laude
graduate of Boston University and received his Master of Science
in Taxation from Bentley College. Carlton has earned the designation
of Certified Specialist in Estate Planning (CSEP) designation
from the National Institute for Excellence in Professional Education.
Carlton is the Director of Taxes at Carlton & Duran, CPAs, P.C.
of Bedford, MA where he is responsible for all tax and financial
planning engagements within the firm. Carlton is an appointed
member of the Personal Financial Planning and Federal Taxation
committees of the Massachusetts Society of Certified Public
Accountants. Carlton has chaired several subcommittees of the
Federal Taxation Committee and is the appointed Chairman of
the committee for the period May 2000 to April 2002. He is a
former adjunct professor of accounting at Boston University
and Middlesex Community College. Carlton has presented numerous
seminars on taxation and financial planning over the years as
well as being interviewed and quoted in a number of newspaper
articles. Carlton is a member of the Rotary Club of Bedford
where he is a past president and a long time director and officer
of the Bedford Chamber of Commerce. He was selected as the Bedford
Chamber of Commerce's Business Person of the Year in 1989.
Constance A. Casselton
Constance
A. Casselton began her career in the estate and trust arena
as a legal assistant with a prominent Detroit, Michigan tax
firm. She later worked in trust tax and administration for
a corporate trust department at a major Detroit bank. After
20 years, and having attained her CPA license, she is engaged
in practice with a multiple-office Flint-based certified public
accounting firm. Her expertise continues to include estate
and trust tax and administration.
James M. Castro
James M. Castro, C.P.A. has been a Principal of Castro, Thresher
& Oliveira, P.C. in Attleboro, MA since 1996. His individual
client base consists of hundreds of tax preparation and consulting
engagements. Castro was previously employed as an audit manager
for Ernst & Young, LLP and as the city auditor for Attleboro.
A 1991 graduate of Assumption College, he is a licensed CPA
in Massachusetts and Rhode Island, a registered investment representative,
a licensed insurance broker, and a Certified Specialist in Estate
Planning.
Francis J. Ciccarelli, Jr.
Francis graduated magna cum laude from Bryant College
in 1986 with a Bachelor of Science in Business Administration.
While there he received the Delta Mu Delta Award for Excellence
in Business Administration. In 2003, Francis obtained his Masters
of Science in Taxation with honors also from Bryant College.
He has his own established Tax and Accounting Practice in Cranston, Rhode Island. His years of experience include
individual tax planning and compliance, fiduciary accounting,
estate administration, small business consulting and multi-state
taxation. He is a member of the American Institute of Certified
Public Accountants, the Rhode Island Society of Certified
Public Accountants and the Rhode Island Association of Public Accountants.
Susan J. Clark
Sue Clark is a Tax Manager with Larson, Allen, Weishair
& Co., LLP. Formerly with Coopers & Lybrand and Norwest
Trust and Investments, Sue has been with Larson Allen since
1992. Sue specializes in the areas of fiduciary taxation and
planning, estate taxation and planning, and individual tax planning
and compliance. For the past four years, Sue has managed the
tax engagements for the Trust Department of two local banks,
literally hundreds of trust tax returns. Sue is a graduate of
the University of Wisconsin-Eau Claire with a degree in public
accounting. Sue is also a graduate of the Masters of Business
Taxation program at the University of Minnesota.
Mary L. Clausen
Mary L. Clausen, CPA, is a graduate of Michigan State University
with a B.A. in Accounting. She has 19 years of public accounting
experience, primarily in tax. The past 11 years have been concentrated
in estate, trust, individual and small business planning and
taxation. She earned the designation of Certified Specialist
in Estate Planning in 1999. Her professional associations include
the Greater Lansing Estate Planning Council, serving as president
in 1995-96, the American Institute of Certified Public Accountants
and the Michigan Association of Certified Public Accountants.
Judy S. Conner
Judy Conner has 30 years of experience in public accounting
(with the last 20 years spent with emphasis on estate and trust
issues), graduating from Central Washington University in 1965.
She regularly makes public presentations regarding estate planning
to local and regional groups. Judy's emphasis is the importance
of the entire estate plan, with tax savings constituting only
one of the elements of that plan. She is the past president
of the Wenatchee Chapter of the Washington Society of CPAs,
the North Central Washington Estate Planning Council, Wenatchee
Valley College Foundation and the Wenatchee Rotary.
Barbara C. Cuite
With over 30 years experience in tax preparation and planning Barbara Cuite is proactive with regards to retirement planning and funding. Her firm, Cuite & Associates is a comprehensive tax and financial accounting services firm located in Tulsa, OK.
Stephen M. Cupit
A CPA SINCE 1975, STEVE CUPIT RECEIVED A MASTERS DEGREE
IN TAXATION FROM THE UNIV. OF BALTIMORE IN 1980. STEVE HAS ASSISTED
CLIENTS IN ADMINISTERING THEIR RETIREMENT PLANS SINCE 1979 AND
IS AN ASSOCIATE IN THE REGIONAL CPA FIRM OF KAWG&F, P.A. SINCE
1980. STEVE HAS EXTENSIVE EXPERIENCE IN SMALL BUSINESS & INDIVIDUAL
TAX PLANNING AND HAS EXTENDED HIS PROFESSIONAL HORIZONS TO INCLUDE
RETIREMENT PLANNING.
Patrick J. Darcy
Patrick J. Darcy, CPA holds his CPA certification
in New York and New Jersey. A graduate of Barnard Baruch College,
Pat started his career with the Internal Revenue Service as
an agent. Pat's past experience in litigation support, employee
embezzlement and subterfuge compliments SDS's commitment to
our clients. Pat has undergone extensive continuing education
in Estate and Gift Tax Law and has received certification under
the auspices of the NJCPA and NYCPA.
Martin A. Darocha
Martin Darocha has served as a Certified Public Accountant
for over 20 years, serving individuals and their closely held
businesses, estates and trusts.
Dan A. Davis
Dan is a Certified Public Accountant and currently holds
the position of tax manager with Regier, Car, & Monroe, LLP.
He is a member of the Wichita Estate Planning Council and
Wichita Downtown Lions Club. He is proficient in taxation
and possesses strong relationship skills. His expertise includes
individual, trust, estate, partnership, non-profit, and corporate
taxation. He concentrates in the area of trust and estate
work. He works closely with executors and trustees helping
them through the administration process and prepares any estate
and fiduciary tax returns that may be needed. He supervises
accounting engagements and performs consulting and financial
planning services for a variety of clients. He particularly
enjoys working closely with clients, listening to their needs
and developing strategies to accomplish their individual goals.
Gail A. Davis
Gail A. Davis, CPA, is a veteran
of more than 13 years with the firm. She provides tax, accounting,
compliance and planning services to clients, their controllers
and bookkeepers. Her extensive tax and accounting experience
with closely held businesses includes real estate, manufacturing,
construction and service companies, as well as estates and
trusts. In addition to serving as quality control manager,
client-help manager and trouble-shooter, Gail uses her experience
in liaison with tax authorities, helping clients cut through
the red tape to get results. A Certified Specialist in Estate
Planning, Gail has a bachelor's degree in accounting and management
information systems from Duquesne University, and she is currently
in the University’s Masters in Taxation program. She is a
member of the Pennsylvania Institute of CPAs, where she serves
on several committees, the American Institute of CPAs, and
the Pennsylvania Association of Notaries. Gail is also a member
of the Accounting Advisory Board of Duquesne University’s
School of Business and Administration.
Ivy M. Davis
Ivy M. Davis, CPA, PFS, CFP, offers a full service accounting
firm offering personal and affordable tax and financial planning
and services for individuals and businesses.
Member
of the Certified Public Accountants (AICPA), the New York
State Society of Certified Public Accountants (NYSSCPA), the
Financial Planning Association (FPA), Member of the National
Institute for Excellence in Professional Education - Certified
Specialist in Estate Planning, and Certified
ProAdvisor for QuickBooks. Ivy M. Davis,
CPA, PFS, CFP is an innovative and skilled member of the accounting
profession.
Donna J. DeFilippi
Donna J. DeFilippi joined Sisterson & Co. LLP in 1987. Prior
to joining the firm she spent nine years with several local
public accounting firms. She is partner in charge of tax services
to individuals and also directs the firm's personal financial
planning practice, Sisterson Financial Design Associates. She
provides tax consulting and tax planning services for a diverse
group of sophisticated closely held C corporations, S corporations,
investment and real estate partnerships and individuals. She
has extensive experience in the taxation of high net worth individuals
and regularly spends significant time providing advice in tax
planning and research for the owners and executives of her business
clients. The philosophy that Donna maintains is to provide coordinated,
well-planned advice to maximize the benefit to both the business
and its owners/executives. She strives to understand the goals
of her clients in order to provide them with both income and
estate tax advice to assist in meeting their wealth accumulation
and wealth retention objectives. She has a public accounting
background spanning over twenty years of complex tax consulting,
tax compliance and client representation services for a diverse
group of privately held enterprises in various industries including
retail, wholesale, services, real estate investment and manufacturing.
Her experience also includes tax planning to minimize the ever
increasing state tax burden. Donna is also the partner-in-charge
of the firm's continuing education tax program and has been
an instructor in various areas of taxation including individual,
partnership, estate and gift taxation, passive activity losses,
and legal and ethical responsibilities in a tax practice.
David S. Delisi
Mr. Delisi is a 1974 graduate of Indiana University of
Pennsylvania. He completed his Master's Thesis and received
his Master's Degree in Education in 1976. Working as a graduate
assistant, he received his Masters in Business Administration
from Indiana University of Pennsylvania in 1980. Mr. Delisi
worked for a local firm and a regional Pittsburgh firm before
establishing his own practice in 1985. He has taught at Westmoreland
County Community College and served as an Associate Professor
of Accounting at Indiana University of Pennsylvania. In civic
activities, Mr. Delisi has been an active board member of
the American Red Cross. He currently is on the audit committee
of his church, the First Evangelical Lutheran Church, is president
of the Greensburg YMCA, the planned giving committee and the
executive committee of the Westmoreland Regional Hospital
Foundation. He is a member and past president of both the
Central Westmoreland United Way and the Greensburg Rotary
Club. Mr. Delisi serves as committee chairman for local Boy
Scout Troop 401. He has a professional association membership
with both the American and the Pennsylvania Institutes of
Certified Public Accountants.
Beth W. Dominguez
Beth Watts Dominguez has been practicing in the field
of estate and trust planning and taxation since 1987. Beth
is a Certified Public Accountant and a Certified Financial
Planner Practioner. She has her own practice in Belleview,
Florida just north of The Villages. She is also a registered
representative with Invest Financial Corporation. She helps
individuals and small business owners with financial planning,
accounting and taxes.
Joseph M. Drozd
Mr. Drozd, a shareholder with Croft, Drozd & Company, P.C.,
is responsible for the firm's estate planning, estate administration
and fraud investigation practices. He has served on client engagements
in various industries, including construction, real estate development,
service, nonprofit entities and other closely held businesses.
He also has experience in tax planning, estate planning, personal
financial planning, financial forecasts and projections and
individual and corporate tax compliance. Drozd received his
B.S. in accounting, cum laude, from the University of Delaware.
CPA certification was attained in 1979. He has received Diplomate
status (DABF) from the American Board of Forensic Accounting
as well as a Certificate of Educational Achievement in Personal
Financial Planning from the American Institute of Certified
Public Accountants (AICPA). Mr. Drozd is a member of the American
and Pennsylvania Institutes of Certified Public Accountants.
David D. Duncan
David graduated from the University of Tennessee in 1971. After
30 years in public accounting he has entered the field on nonprofit
consulting. He provides Planned Giving services to nonprofit
organizations in North Carolina, South Carolina, and Tennessee.
J. Diane Dunn
J. Diane Dunn received her BBA in accounting from Wichita State
University, Wichita, Kansas in December 1983. Diane started
her own accounting practice in 1993 after working for regional
and local CPA firms for nine years. As a Certified Public Accountant
and a Certified Specialist in Estate Planning, Diane specializes
in estate planning, estate and trust administration and eldercare
services. Her firm is also extensively involved in not-for-profit
auditing, income tax return preparation and planning and accounting
services.
George W. Elgee
George Elgee is a tax and consulting partner with the Certified
Public Accounting firm of Elgee, Rehfeld & Funk, LLC. He graduated
from the University of Idaho in 1973 with a Bachelor of Science
degree in Accounting. He obtained his Alaska Certified Public
Accountant's license in 1978. His responsibilities include
tax preparation, tax planning, financial and estate planning
and all other services related to tax laws. In addition, George
is responsible for the firm's election-certification services,
an area of expertise offered by the firm for more than 19
years. He is a Certified Valuation Analyst and is responsible
for all business valuation engagements and litigation support
services. He is also a Certified Specialist in Estate Planning.
Joan Ellenbogen
Joan Ellenbogen, CPA and Certified Specialist in Estate Planning,
is the third generation of Ellenbogens to head CrawfordEllenbogen.
She advises closely held businesses and their owners on financial,
business management and tax issues, including estate and succession
planning, often involving multiple financial interests. A frequent
speaker on business finance, taxation and estate planning, Joan
has taught at both Duquesne University and the University of
Pittsburgh. She holds a certificate of Educational Achievement
in Estate Planning and received her bachelor’s degree in accounting
from Duquesne, where she graduated summa cum laude as valedictorian.
In addition, Joan received her law degree magna cum laude from
Duquesne’s School of Law. Active in professional and business
affairs, Joan is president of the Pittsburgh chapter of the
Pennsylvania Institute of CPAs, president of the Allegheny County
Bar Foundation, vice president of the Pittsburgh Tax Club and
immediate past chair of the Tax Section of the Allegheny County
Bar Association. She is a member of the Tax Advisory Board of
the Graduate School of Business Administration at Duquesne University
and treasurer of The Executive Women’s Council. She is also
a member of WIRED (Women Initiation Regional Economic Development).
She has previously served as a director of the Estate Planning
Council of Pittsburgh, and the Pennsylvania Bar Institute, and
as a member of the Budget and Finance Committee of Allegheny
County Commissioner Jim Roddey’s Transition Team.
Cecil R. Fawcett
Cecil
Fawcett received a B.S. Degree with a major in accounting
from the University of Minnesota in 1968. After graduation
he was employed by Price Waterhouse & Co., a national CPA
firm in Seattle, Washington. He then became a managing partner
of Raymond D. Morris & Co. of Montevideo, before joining the
Gruys, Johnson firm in 1973. Fawcett became a partner with
the firm in 1977, managing the Litchfield and Hutchinson offices.
In October 1988, Fawcett and Jim Young founded the firm Fawcett,
Young & Associates, Ltd. Fawcett earned the designation of
Certified Financial Planner® (CFP®) in 1988, and Certified
Specialist in Estate Planning™ (CSEP) in 1999.
Kirk V. Fegley
Kirk Fegley has been named managing partner at Fleming, Brockschmidt
& Durkin PLL. Mr. Felgey has been a partner with the firm since
1987. He is a licensed certified public accountant in Ohio and
Indiana. Also, he is the former chairman of the Management of
an Accounting Practice Committee of the Ohio Society of Certified
Public Accountants-Cincinnati Chapter.
Robert A. Feldmann
Robert
Feldmann has 34 years of experience in public accounting,
having earned his CPA certificate in Iowa on February 2, 1960.
In addition, he has 10 years of experience in industry upper
management.
David A. Flynn
David Flynn is a well known financial educator in Glastonbury Connecticut. Mr. Flynn has assisted over 200 families to wisely invest $ 7,000,000. Additionally, he has helped Glastonbury retirees to save up to 50% in taxes and increase retirement income by as much as 30%. He has assisted retirees of Pratt & Whitney Aircraft, American Airlines, Aetna Insurance, UPS, City of Hartford, Town of Manchester, City of New Britain, and the State of Connecticut. David is very active in community service. He’s taught the Charitable Gifting for Seniors Class at St. James Church. He annually sponsors and coaches Glastonbury Little League. Mr. Flynn is a Certified Specialist in Retirement Planning and Registered Investment Advisor, which required him to take 18 months of courses and then pass a comprehensive exam proving his proficiency in Retirement Distribution Planning, Taxes, Investments, and Insurance. David lives with his wife Elizabeth and 2 children in the Glastonbury Buckingham area.
Mark R. Freed
Mark R. Freed has been in public accounting since 1978. He is
a principal in the accounting firm of Burnside & Lang, P.C.,
and in-charge of the firm's audit services. In that capacity,
he is responsible for overseeing and assisting audit teams in
planning and coordinating engagements and personally participates
in providing and reviewing services provided to clients. Freed
specializes in providing services to non-profit organizations,
contractors, governmental units, and personal financial consulting
and tax. He is currently serving on the Michigan Association
of Certified Public Accountants peer review committee, its regional
advisory council, and is past president of the Eastern Michigan
chapter. Freed graduated from Saginaw Valley State University
with a Bachelor of Business Administration degree, majoring
in accounting. His professional organized memberships include
the American Institute of Certified Public Accountants, Michigan
Association of Certified Public Accountants, Northeastern Michigan
Estate Planning Council, and the Construction Financial Management
Association. He is also actively involved in many community
civic organizations.
Lana Fridman
Lana Fridman
is a CPA working with her firm's clients in the areas of tax
compliance, tax representation, and estate and gift tax planning.
She came to the United States from Kiev, Ukraine, where she
had studied structural engineering. Her accounting education
began at Yeshiva University, NY; the degree was earned at
Indiana University, IN. Lana strongly advocates excellence
in professional education since it is a prerequisite in providing
excellent client service.
David G. Fussell
David Fussell has two college degrees: one in Economics
and the other in Accounting. His background includes over 20
years of experience in tax preparation, accounting and financial
consulting. His work experience includes both public accounting
and the position of Corporate Controller. In addition to being
a Certified Specialist in Estate Planning™ (CSEP), his other
professional designations include Enrolled Agent (license to
practice before the Internal Revenue Service), and Certified
Fund Specialist. He has taught accounting and tax classes at
area community colleges. He is also active in many community
organizations and is former president of the Leadership Rome
Alumni Association. Professional memberships include the National
Association of Enrolled Agents, Institute of Management Accountants,
and Georgia Society of CPAs. Mr. Fussell is a registered representative
with H D Vest Securities, Inc. Securities are offered through
H D Vest Investment Securities, Inc., Member SIPC, 6333 N. State
Highway 161, Suite 400, Irving, TX 75038.
James J. George
James J. George CPA, CSEP has over 30 years experience
in public accounting. He specializes in small businesses and
individuals.
John W. Gilbert
John Gilbert has been a Tax Manager since 1996 with
Sol Schwartz & Associates, P.C. in San Antonio, Texas. He has
been practicing in public accounting for the past 20 years with
10 years specializing in the banking industry. In addition to
providing audit, business consultation, financial planning and
various other accounting related services, John has particular
expertise in income tax planning and consultation. Having devoted
his early years of public accounting experience with a national
accounting firm, John brings an experienced viewpoint to his
work. John's varied client base represents a mix of individuals,
estates, trusts, partnerships, limited liability companies and
corporations. As part of his commitment to his profession, John
has lectured and written on various income tax topics to CPAs
and attorneys in San Antonio. John received a Bachelor in Business
Administration in 1973 and a Master in Public Administration
in 1974 from St. Mary's University in San Antonio. He is a member
of the AICPA and the Texas Society of CPAs.
Lillian Gonzalez
Lillian Gonzalez, CPA, MST, CSEP, is recognized as an expert
in the area of non-profit accounting and taxation. Over the
years, she has acted as a consultant and instructor for the
Massachusetts Society of Certified Public Accountants (MSCPA),
and various other NFP organizations. She has received her CEA
for both Personal Financing Planning and Governmental Accounting
and Auditing and has become a Certified Specialist in Estate
Planning. In addition, Ms. Gonzalez is responsible for over
100 corporate, trust and partnership returns and 700 individual
returns, and performs the technical reviews of all firm audits.
She is currently studying to sit for the Series 65 exam to become
a Registered Investment Advisor.
Leonard A. Grey
Sole proprietor, currently with three staff. Working with small
to medium sized clients with annual revenues of up to $50,000,000
per year. Preparing reviews and compilations for clients. Most
recent audit client was Mortgage Company with $4,000,000 in
sales.
Experienced in manufacturing, construction, medical, legal and
other service related industries. Other areas of expertise include
individual income tax; retirement planning and taxation; litigation
support; business valuations; divorce planning.
Leonard graduated from Wayne State University with a Bachelor
of Science in Business Administration and with a major in accounting.
Leonard became a Certified Public Accountant in March 1971.
Raymond V. Grimaldi
Ray Grimaldi, CPA is a graduate of Syracuse University
School of Management, past president of the Syracuse Chapter
of the New York State Society of CPAs and the Estate Planning
Council of CNY. He is an advisory board member of the Syracuse
University Tax Institute and the Financial Planning Association
of Upstate New York. Grimaldi is president and founder of Grimaldi
& Associates, CPAs, P.C. The firm has been in business since
1970, providing a full range of financial, tax, consulting and
accounting services to businesses and individuals.
Robert A. Hagenow
Bob joined Herbein & Company, Inc. in September 2006 as a Senior Tax Manager. He is a tax professional with over 20 years experience in public accounting (eight with international accounting firms). Bob serves a wide variety of corporation, partnership and S corporation clients. He has a broad background in tax issues relating to federal and state tax compliance. His experience includes working with separate entities and those in a consolidated group environment. He has provided services ranging from cost segregation, employee benefit design, and like-kind exchanges, among others. He has over 11 years of planning and compliance experience in issues relating to qualified retirement and other employee benefit plans. Bob earned a BS degree in accounting from Central Connecticut State University and a master of taxation from Villanova University. He is a member of the tax practice section of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).
Jeremy L. Hafele
Jeremy joined Riney, Hancock & Co in 1995. He is a Certified Public Accountant in Indiana and Kentucky and a registered CPA in Illinois. He provides a full range of consulting, tax and accounting services with an emphasis on estate planning and tax consulting for individual taxpayers.
Celia C. Hall
Celia C. Hall, CPA, CSEP has been practicing in St. Petersburg,
Florida since 1974. She is president of Celia C. Hall, CPA.,
PA which is a sophisticated tax practice geared toward high-income
individuals, trusts and estates, and small businesses. Prior
to forming this firm in 1987, she was a tax manager with an
international CPA firm. She currently holds memberships in the
American Institute of Certified Public Accountants, the AICPA
Tax Division, the Florida Institute of Certified Public Accountants
(past member of the Board of Governors of the FICPA), and the
Suncoast Estate Planning Council. She is past president of the
West Coast Chapter of the FICPA and the Pinellas County Estate
Planning Council and has held leadership positions on the boards
of several non-profits.
Michael L. Hanisko
Michael L.Hanisko joined Weinlander Fitzhugh in June of 1984.
Mike is a graduate of Central Michigan University with a Bachelor
of Science in Business Administration degree as an accounting
major. Mike became a partner with the firm in 1995. While experienced
in all facets of client service, a majority of his work is in
the area of financial audits and reviews, business planning,
individual estate and tax planning and tax return preparation
for all types of entities. His audit and review experience includes
large and small manufacturing operations, government entities
and a broad range of service and no-for-profit entities. Mike
has developed a significant estate, retirement and tax planning
practice over the years.
Carolyn S. Harris
A New York CPA since 1982 and the founder of Harris
& Blamble CPA's, PC, Ms. Harris brings life experiences to the
estate planning field. She has earned the Certified Specialist
in Estate Planning designation, the AICPA Certificate of Educational
Achievement for Tax Planning and Advising for Closely Held Businesses,
and has attended two recent AICPA Advanced Estate Planning Conferences,
intensive three-day seminars where the "best and brightest"
in the estate planning field present up-to-the-minute lectures
and workshops. She has used her knowledge to effectuate the
transfer from the senior generation to the junior generation
of $3,000,000 in assets at no gift or estate tax cost. As a
member of the "sandwich" generation, Carolyn is sympathetic
to the concerns of the senior generation in regard to control
issues, and the desire of their children that as little as possible
of their parents' estates go to Uncle Sam. While she enjoys
face-to-face meetings, she has clients in several states, from
Maine to Arizona, and is comfortable with corresponding via
e-mail when appropriate. A Vassar College graduate ('71), Carolyn
shares her life with her husband, three dogs, four cats, and
a horse, and enjoys traveling among her homes in New York, Colorado
and New Mexico.
Dean R. Heintz
Dean R. Heintz has been in public practice since 1978 and a
CPA since 1983. He has been with Casey Peterson and Assoc.,
Ltd., CPAs, a local Rapid City, South Dakota CPA firm, since
1988 and the Tax Department Manager since 1990. Heintz specializes
in small business, agricultural, and oil and gas taxation as
well as Estate Planning.
Ronald F. Helle
Ronald F. Helle, CPA, CFP®, PFS, is a 1972 graduate of Loras
College with a B.A. in Accounting, practicing primarily in income
tax, estate tax, and financial planning. He was named as one
of the top financial advisors to medical practice in 1998 by
Medical Economics. He was past president of the Iowa chapter
of the International Association of Financial Planners, a member
of the Iowa Society of CPAs and the American Institute of CPAs.
Michael E. Helton
Concentration in the areas of Estate and Trust accounting, tax
planning and preparation, Federal and State Income Tax planning
and preparation, IRS matters and small business consulting.
Graduated: Shawnee State University (Portsmouth, OH), 1995,
BSBA in Accounting, Member: Florida Institue of CPA's, American
Institute of CPA's, Florida State Board of Accountancy, Tampa
Bay Estate Planning Council. Currently sitting on the Board
of Directors of Easter Seals Florida, Inc., Tampa Bay Region.
Glenn P. Hicks
Not available at this time.
Kevin E. Hines
Mr.
Hines has over 20 years experience providing clients with a
variety of tax and management advisory services. His experience
has been concentrated in the area of closely held businesses
and related owners handling issues of estate planning, succession
planning, business start-ups, acquisitions and sales. Meyers
Brothers, P.C., the largest public accounting firm located in
Western Massachusetts, has been providing services to closely-held
business owners for over 50 years. Mr. Hines was recently admitted
as a partner of the firm.
Kristofer K. Hoffman
Kris Hoffman earned his Bachelor's of Science and Master's of Accountancy from The University of Tennessee at Knoxville. He spent three years working at Deloitte & Touche, LLP before joining Bumpus Hall CPAs, PC where he focuses on taxation of individuals and businesses. He is licensed as a certified public accountant in the state of Tennessee, and Kris is a member of both the AICPA and the Tennessee Society of CPA's.
R. Milton Howell III
Milton has focused on taxation issues as a CPA for about twenty years, including tax research, structuring complex tax transactions, tax planning for estate, income, and gift tax matters, and representing clients before federal, state, and local tax authorities. His specialty is handling the tax matters that closely-held businesses and their owners face day to day.
Sara E. Ingle
Sara Ingle, CPA, founded her current firm in 1983. Ingle, Carl
& Ragsdale, LLC provides tax and accounting services to small
businesses and individual clients. Sara Ingle concentrates on
trust and estate planning and administration. Both estate tax
returns and fiduciary returns for estates and trusts are prepared.
She works with attorneys and financial professionals to provide
balanced services to her clients. Ms. Ingle earned a B.S. from
Denison University and a Ph.D. from Michigan State University.
She is a member of the AICPA, AWSCPA, and Oregon Society of
CPAs and is active in community service.
Laura Ingraffea
Laura has been in practice for eighteen years in Ringwood, NJ.
She is also a Certified Senior Advisor.
Albert J. Isacks
Albert J. Isacks is the tax manager at Brown Schwab Bergquist
& Co. and joined BSB in 1993 after serving as the trust tax
manager for a local bank trust department. He has over 20 years
experience in tax and estate planning. A Vietnam veteran, he
earned a BS in Accounting and an MBA degree, both from Gannon
University. He is a member of both the American and Pennsylvania
Institutes of Certified Public Accountants and serves on the
PICPA Estate and Personal Financial Planning Conference Committee.
He is currently the Secretary of the Estate Planning Council
of Erie and the treasurer of Hospice of Metropolitan Erie. Al
is a past president of the Erie Chapter and a past National
Director of the Institute of Management Accountants.
Amber Martin Johnson
Amber
Martin Johnson, CPA and CSEP is a graduate of Northern Illinois
University with a Bachelor's Degree in Accountancy and a Master's
Degree in Taxation.
Penny H. Johnson
Penny
Johnson, received her Bachelor of Science degree in Accounting
from East Carolina University, Greenville, North Carolina,
graduating Magna Cum Laude in December 1987. She earned her
Certified Public Accountant's license in March 1990. She is
currently a tax manager for Dixon Odom, PLLC; and has been
with the Southern Pines, North Carolina office of Dixon Odom
since 1999. In 2003, she completed the Certified Specialist
in Estate Planning program and earned the CSEP designation.
Penny specializes in assisting clients with estate, trust,
gift, corporate, partnership, non-profit, and individual tax
planning and compliance. Her background also includes assisting
clients with financial statement preparation, business and
estate planning and consulting. She is a member of the American
Institute of Certified Public Accountants (AICPA), the North
Carolina Association of Certified Public Accountants (NCACPA),
the Pinehurst Rotary Club, Moore County Planning Department
Board of Adjustment serving as an Alternate and First Baptist
Church of Southern Pines.
Charles T. Jones
Since
1980, Charles (Terry) Jones has served as president of Terry
Jones & Associates, PC, a CPA and business consulting firm
in Mobile, Alabama. He received his undergraduate and MBA
degrees from the University of South Alabama. Jones holds
the professional designations of CPA (Certified Public Accountant),
CFP™ (Certified Financial Planner), PFS (Personal Financial
Specialist), and CSEP (Certified Specialist in Estate Planning).
Jones has spoken at more than 75 organizations on the topics
of income taxes, estate taxes, and business finances.
Thomas D. Jones
EDUCATION
• 1981 Graduate of Wayne State College
Business Administration, Finance
• 1996 Graduate of Wayne State College
Masters in Business Administration
PROFFESIONAL WORK HISTORY
• 11 Years – Public Accounting
James A. Kach
Jim Kach CPA is the founding partner of Kach Hartman, Ltd.
Jim graduated from the University of Illinois in 1969 with
a Bachelor of Science degree in marketing. He continued at
the University of Illinois and obtained his Masters of Business
Administration in 1972. Upon graduation, Jim was employed
as an accountant at two medium size accounting firms in the
Chicago area. In 1978 he formed his own practice, which has
evolved into what is known today as Kach Hartman Ltd.
Jim is
a member of the American Institute of Certified Public Accountants
and the Illinois CPA Society. In 2001 Jim competed the coursework
and earned the professional designation of Certified Specialist
in Estate Planning.
Jim and
his wife reside in Highland Park, IL. He plays an active role
in serving his local community through his involvement with
the local chapter of United Way for which he has served as
Treasurer since 2000. Jim enjoys a wide array of hobbies including
tennis and piano. He is also an avid collector of railroad
memorabilia.
Vicki J. Kelsey
Vicki Kelsey is a graduate of Indiana University School of Business
with a degree in accounting. She has worked in the field of
Estate and Trust Planning for more than 20 years.
Eric H. Kent
Mr.
Kent is a 1968 graduate of University of Michigan Business School
and holds an MBA. He was certified in the state of Michigan
in 1972 and has thirty years experience in taxation and tax
planning.
Gerald L. Kestenbaum
Jerry is a practicing CPA, serving Metropolitan New York & New
Jersey, Westchester and Rockland Counties, for over 25 years.
His full service firm does Accounting for Individuals and Businesses,
Tax Return preparation, IRS and State Audit representation,
Credit Line assistance, as well as, Payroll and Sales Tax compliance.
He has extensive experience in Wholesale, Importing, Manufacturing,
Retail and Real Estate. The CSRP designation, its coursework
and continuing education requirements, is complimented by his
Investment Advisor and Portfolio Planning background. As a member
of the NYS Society of CPAs he serves on the Committee for Cooperation
with Community Business. In the Rockland Business Association
he is a participant in the Small Business Council. Jerry's academic
credentials include a BS from Cornell University, an MBA from
The Baruch School of Business and an MS from Iona College.
Frank R. Kistner
Frank R. Kistner CPA, CSEP is a sole practitioner with an office in Clifton, Virginia. Frank graduated Cum Laude from George Mason University in Fairfax, Virginia earning a Bachelor of Science in Business Administration with a concentration in accounting. Frank has over twenty-five years of experience, including a broad range of experience in general accounting, cost accounting, and taxation of individuals and small businesses
Steven T. Kohman
Steven has maintained his designation as a Certifed Specialist
in Estate Planning since 1999. Through his education and experience
in estate planning, he helps clients to transfer estate assets
to succeeding generations with maximum estate/gift tax savings
through the use of various trusts, tax elections, will provisions,
and valuation decisions. Through the use of specialized software
he has developed, Steven works closely with retirement-minded
clients to model financial plans to determine how their assets
will provide for them throughout their lives and into sucessive
generations. Steven has also developed a comprehensive program
to help clients decide whether a conversion of their regular
IRA account to a Roth IRA is appropriate.
Gregory S. Kornick
Mr. Kornick is a founding partner of Chemel Kornick & Company,
LLC, a regional CPA firm specializing in personal, family, and
business wealth accumulation and tax strategies. He serves as
the primary service provider to numerous high net worth families
including several family offices, closely held businesses, and
executives.
Karen Kryla
Karen Kryla is a Family Business Advisor and former Partner
with the wine business advisory firm of MKF. Karen works exclusively
with family businesses to help them to find ways to prosper
into the next generation. She is a CPA, a Certified Specialist
in Estate Planning, and holds a Certificate in Family Business
Advising from the Family Firm Institute.
Kenneth Laney
Tax Manager, Estate and Gift Tax, for Briggs & Veselka Co.,
P.C.; the 12th largest CPA firm in Houston, Texas. Employment
with CPA and Law firms comprising more than twenty years experience
in tax planning and compliance for individuals, estates, trusts,
partnerships, corporations, and nonprofit organizations. Doctorate
Degree in Law, Masters of Science in Accountancy, Bachelors
of Science in Business Administration. Licensed Attorney, certified
in Mediation and Alternative Dispute Resolution, certified Guardian
Ad Litem, and admitted to practice in the U.S. Tax Court. Member
of the ABA, State Bar of Texas, and the Houston Bar Association
(Probate, Trust and Estates Section and Taxation Section) Licensed
as a certified Public Accountant. Member of the AICPA, TSCPA,
and the Houston Chapter TSCPA. Multidisciplinary professional
organizations include the Houston Business and Estate Planning
Council and the Houston Estate and Financial Forum. Past and/or
present pro bono services provided as Accountant and Counsel
to the Texas Bar Historical Foundation, Audit Committee Chairman
for Holland Lodge #1 and the Masonic Building Association, Auditor
for the University of Houston Women's Association, Toastmasters
International and Treasurer of U of H Mensa.
Joseph M. Larsen
1986 graduate of Brigham Young University with a Master's degree
in Accounting. He is past secretary/treasurer of the Utah Valley Estate Planning Council. Mr Larsen services family businesses and their owners.
Frances M. Larson,
C.P.A.
Frances
Larson has been practicing as a public accountant since 1983.
The position she holds at Schlenner Wenner & Co is of a tax
manager. As a tax manager her concentrations are of tax accounting,
estate planning & Taxes as while as trust taxation, she also
specializes in management advisory services and employee benefits.
Ms.
Larson's educational accreditations begin with a bachelor
degree in Criminal Justice/Sociolgy at Moorhead State University.
A subsequent degree and certification received was an accounting
degree at the Southwest State University in addition to a
certification as a public accountant.
Ms.
Larson is involed with a varity of professional affiliations
and with her community. The examples of these are the following:
she is affiliated with the American Institute of Certified
Public Accountants, also Minnesota Society of Certified Public
Accountants finally the Minnesota Association of Public Accountants.
Her community involvement pertains to her volunteer work at
two schools which are the North Junior High, Apollo High School
and Jacob Wetterling Foundation.
Howard R. Layton, CPA
Howard R. Layton is a sole practitioner Certified Public Accountant
specializing in estate planning, estate and gift taxes and administration,
estate and trust income taxes and charitable gift planning.
He is also a Certified Specialist in Estate Planning. He has
over thirty years of practical experience in estate taxation.
Howard has presented more than 950 seminars in forty-two states
during the period 1992 - 2005. He has written several manuals
on estate-related subjects for the continuing professional education
(CPE) of tax professionals. He retired from teaching CPE seminars
in 2006. Howard received his Bachelor of Science degree from
Swarthmore College and his MBA (with an accounting concentration)
from Cornell University. Howard is a gubernatorial appointee
to the Board of Directors of the Delaware Community Foundation
and is a member of the southern Delaware Advisory Council and
the Planned Giving Committee of the DCF. He is a member of the
Delaware Technical and Community College - Owens Campus Development
Council and is chair of its Planned Giving Committee. He is
also a charter board member of the Delmarva Planned Giving Council.
In addition to his own practice, Howard also serves as a consultant
to accountants, financial planners and attorneys nationwide
in the areas in which he specializes.
William R. Lazor
William R. Lazor, CPA, CSEP is an officer/shareholder with the
certified public accounting firm of Kronick Kalada Berdy & Co.
PC, located in Kingston, PA. He concentrates in the area of
taxation, with a particular expertise in the areas of local
and multi-state taxation. Bill received his BS degree in Commerce
and Finance from Wilkes College (University) and holds CPA licenses
in both Pennsylvania and New York. Bill earned the designation
Certified Specialist in Estate Planning from The National Institute
for Excellence in Professional Education, LLC. He has been practicing
at the partner level for over twenty-one years. In addition
to speaking for the Pennsylvania Institute of CPA's (PICPA)
and the Internal Revenue Service on matters of taxation, Bill
was a member of the editorial advisory board of the Tri State
Tax Letter Plus published by Harcourt Brace and has co-authored
three issues of the Tax Guide for Pennsylvania Legislators published
by the PICPA. Bill authored an article for the PICPA explaining
local tax reform (Act 50 of 1998). He also appeared on a weekly
live phone-in radio program during the tax season and the television
series Money Talks produced by the PICPA. Bill is a member of
the Tax Division of the American Institute of CPA's (AICPA)
and is a past member of the AICPA's national governing Council.
He is also a member of the Pennsylvania Institute and New York
State Society of CPA's, serving on the PICPA's State Tax Committee
and is a former Chairman of the Trustees of the PICPA's Scholarship
Fund. At present, Bill is a Vice President of the Pennsylvania
Institute of CPA's. Bill is an officer/shareholder of Keystone
Financial Advisors, Inc., Kingston, PA. He is registered with
the National Association of Securities Dealers and the New York
Stock Exchange in general securities and is registered in the
Commonwealth of Pennsylvania as a Registered Investment Advisor.
He also maintains a license for life, health and accident insurance
in the Commonwealth of Pennsylvania. Bill and his wife Mary
Ann reside in Scranton, PA and have five children and two grandchildren.
Bonnie L. Mackey
Bonnie has been a resident of South Florida since 1965 and a
practicing CPA since 1995. She graduated from the University
of South Florida in 1992 with an extended Bachelor of Science
in Business Administration Degree. In 2000, Bonnie received
her Certified Specialist in Estate Planning (CSEP) designation
from the National Institute for Excellence in Professional Education,
LLC. Her background includes all facets of accounting, including
financial statement and tax preparation, as well as computer
software and bookkeeping assistance. In addition, Bonnie is
an instructor for the BeckerConviser CPA Review course and a
third degree black belt and instructor in Tae Kwon Do. She is
a past board member of the Women's Chamber of Commerce of Broward
County, member of the American Women's Society of CPAs, and
American Legion Auxiliary member in addition to the firm's other
affiliations.
Mike C. Manoloff
Small
Business Consultants & Advisors providing tax strategies,
retirement planning, payroll, financial statements, litigation
support, divorce settlements, corporate, partnership, invididual
taxes, annuities and business valuations.
Ellyn W. Marell
Ellyn has a strong mix of technical skills in trusts, estates, individual taxation, private foundations, charitable giving vehicles, and planning for high net worth individuals. She has a passionate interest in assisting clients and their advisors with their planning, return filing and other compliance needs in these areas. She is a CPA, who earned her Certified Specialist in Estate Planning Designation (CSEP) from the National Institute for Excellence in Professional Education, LLC. in 2002. She is a member of the AICPA, MN Society of CPAs, the Mpls Estate Planning Council, and the MN Planned Giving Council. She has been quoted in MN Law and Politics magazine and The Practical Accountant. She is an active volunteer serving on the professional advisory board of the Women’s Foundation of MN, the board of the Minneapolis section of the National Council of Jewish Women, actively involved in her synagogue and many other activities.
David K. McCarthy
David K. McCarthy, CPA, is a Shareholder with Rea & Associates,
Inc., a full service CPA firm with offices located throughout
Ohio. Mr. McCarthy holds a bachelor's degree in Accounting from
the University of Akron and is a Certified Public Accountant.
He specializes in taxation, business consulting, and estate
planning. He is a member of the Medina County Estate Planning
Council, Medina Jaycees, United Way of Medina County Board of
Trustees, and the Alternative Paths, Inc. Board of Trustees.
Mr. McCarthy and his wife, Ann, live in Medina and have two
children, Zack and Meghan. He enjoys camping and hiking in his
spare time.
Susan J. McCarthy
Susan
J. McCarthy is a tax manager at Edelstein & Co, LLP, located
in downtown Boston, MA. She has over 19 years of experience
in various areas of accounting and tax, including over 15 years
in public accounting and 4 years in the probate department of
a major Boston law firm. She is a graduate of Bridgewater State
College with a bachelor's degree in accounting. She is also
a graduate of Suffolk University with a Master of Science in
Taxation. She was licensed as a certified public accountant
on November 4, 1988. She recently earned her certification as
a Certified Estate Planning Specialist (CSEP). Susan provides
a wide range of services, including business consulting, accounting,
and income tax research, planning and compliance for a wide
variety of small businesses and individuals. Her specialty is
in the trust, nonprofit, gift and estate area, including planning,
compliance, administration, taxation and accounting. Susan is
a member of the Massachusetts Society of Certified Public Accountants
and a member of the Norfolk and Plymouth Estate and Business
Planning Council.
Mary L. McKisick,
CPA
Mary McKisick, CPA, CSEP is a graduate of the University of
Oklahoma. She spent over three years with Ernst & Young, LLP
in Tulsa, OK, before joining Woodrum, Kemendo & Cuite, P.C.,
where she has been for more than 10 years. In addition to her
primary emphasis areas of estate and retirement planning, she
also focuses on the taxation of individuals, businesses, estates,
gifts and trusts. Mary is a member of the American Institute
of Certified Public Accountants, Oklahoma Society of CPA’s,
and is a graduate of Leadership Tulsa Class 29. She has also
served on the Board for the American Women’s Society of CPA’s
and as Treasurer for Camp Fire USA Green Country Council. Mary
earned the Certified Specialist in Estate Planning designation
in 2004 and is currently working towards the Certified Specialist
in Retirement Planning designation.
David B. Mikolajczak
Dave's primary practice area is taxation (individual, corporate
and fiduciary) with emphasis in tax planning, estate planning,
and business succession planning. His clients include a diverse
group of individuals and family business owners. He has extensive
experience in employee benefit consulting, charitable organizations,
and planned giving. He is a member of the American Institute
of Certified Public Accountants (also a member of its Tax
Division), Michigan Association of Certified Public Accountants,
and the Northeast Michigan Estate Planning Council (past president).
As a partner in the firm of Andrews Hooper & Pavlik P.L.C.
Dave leads the firm's Wealth Management Services team.
Daniel G. Missad
Daniel G. Missad began his career with a local firm in Kalamazoo,
Michigan, where he spent a year before joining Siegfried, Crandall,
Vos & Lewis, P.C. in 1979. He has since developed specialized
expertise in the field of taxation, with particular emphasis
on estates, trusts, and individual and business tax planning.
He has served a wide range of clients, including retail, wholesale,
and construction, as well as professional service groups and
is currently partner-in-charge of the firm's tax practice. Dan
has been active in both church and civic groups as a board member
and is a member of the AICPA, as well as the MACPA.
Keith Mitcham
Keith Mitcham, MS CFP® ChFC CSEP is part owner of Strategic
Financial Advisors. He has earned his BS degree in education
from the University of Houston. He also holds a Master of Science
(MS) degree with an academic emphasis in financial planning
from the College for Financial Planning. The Master of Science
degree is the highest level of financial planning education
available from the College for Financial Planning. Keith holds
the certification of a Certified Financial Planner™
professional, Chartered Financial Consultant (ChFC), Certified
Specialist in Estate Planning (CSEP), and is an authorized counselor
with Christian Financial Concepts based in Atlanta, GA. Keith
has over 18 years experience in working with individuals in
the areas of investment analysis, retirement planning, income
tax and estate tax/transfer planning and insurance design. His
practice has provided financial planning advice for families,
executives, and business owners. He has taught personal finance
and investments in both public and private workshops and for
major corporations. He is a member of the International Board
of Certified Financial Planners and the Financial Planning Association.
Vie Mixon
Vie Mixon has over 27 years of public accounting experience and has been sole practitioner of Vie Mixon, CPA for the last 11 years. Her clientele are mostly small to medium size corporations, partnerships, sole proprietors, trusts and estates. Vie is currently Vice President of the Federation of Houston Professional Women Educational Foundation. In 2003, she was the FHPW Woman of Excellence and the Humble Artesian Chapter of ABWA Woman of the Year. Her current professional affiliations include the American Institute of CPA's, Texas Society of CPA's, Women of Vision Express Network and Humble Artesian Chapter of ABWA. In 1994, Vie graduated cum laude with Bachelor of Accountancy and Bachelor of Business Administration degrees from the University of Houston
Rochelle L. Moore
Rochelle Moore founded Save Moore Tax & Accounting Services, Inc. in Clinton, Illinois in February of 2002. Rochelle has over fifteen years of progressive accounting and tax experience working with individuals and companies of all sizes in a number of industries, including retail, manufacturing, distribution, wholesale, farming, real estate and a variety of service industries. Her focus is in serving her client’s everyday bookkeeping needs, meeting their federal and state tax filing requirements, and exceeding their expectations for financial growth opportunities and tax saving strategies. Rochelle earned her Bachelor of Science in Accountancy, with a minor in Business Communications from Bentley College in Waltham, Massachusetts in 1994; her Certified Public A | |
