Greater Philadelphia
Certified Public Accountant, business advisor and consultant, tax compliance, strategies and planning expert, teacher, trainer and instructor (discussion leader), public speaker with first-hand experience as a seasoned Executive and Entrepreneur. Has established and managed successful accounting, advisory and tax firms in New York City, New Jersey and Pennsylvania, providing clients with unparalleded service across state lines, industries, businesses, professions and individuals. Has assisted many individuals overcome challenges of divorce, estate, health care under the ACA, pension planning, and tax compliance. Consultant to small business owners, entrepreneurs, and non-profits on organization, asset acquisitions/disposals, fraud prevention and detection, favored tax strategies, pension planning and administration with tailored solutions to the clients unique situation. Is an accomplished speaker, teacher and trainer and has taught taxes, tax strategies and planning tools to tax professionals and others for over 15 years.
As President and CEO of the lead company in our family of companies, provide the vision, strategy and implementation road map to accomplish our objectives professionally, with relevance, and at a profit.