CREDENTIALS

Education

Bachelor of Science in Accounting, Queens College

Licenses

Certified Public Accountant in the State of New York

Certified Public Accountant in the State of New Jersey

Certified Financial Planner

• Certified Financial Planner Board of Standards

Personal Financial Specialist

• The American Institute of Certified Public Accountants

Certified Fund Specialist

• The Institute of Business and Finance

Charted Global Management Accountant

• The American Institute of Certified Public Accountants

Financial Industry Regulatory Authority (FINRA)

• Licensed Series 6, Series 7, Series 24, Series 26, Series 65 and Series 65 in FL, NC, NJ, and NY

Investment Advisory Representative (IAR)

• Investment Advisor Representative under broker-dealer RIA

Insurance

• Licenses for Life, Accident and Health from CT, FL, NJ and NY

Notary Public

• New York State

Qualified Guardian

• Nassau Academy of Law; completed course “Guardianships Under Article 81,” 2002

Qualified Trustee

• Nassau Academy of Law, completed course, “Qualified Supplemental Needs Trustee Under Part 36,” 2003

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New Jersey Society of Certified Public Accountants (NJCPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

• Former president of NYSSCPA-Nassau Chapter
• Former Member, NYSSCPA-Nassau Chapter, Advisory Committee
• Member, NYSSCPA-Nassau Chapter, Membership Committee

Member, Estate Planning Council of Long Island

Member, National Association of Tax Professionals

Member, National Alliance of Trust and Estate Professionals

Member, Financial Planning Association (FPA – formerly IAFP)

• Board Member, Long Island Chapter
• Treasurer, Long Island Chapter
• Former Member, Membership Committee

Member, National Conference of CPA Practitioners (NcCPAP) – Nassau County

• Former Treasurer
• Former Executive Vice President

Member, Long Island Cabinet of the State of Israel Bonds

• Former Board Member

Former Member, Long Island Advisory Board of USA Bank, Port Chester, NY

Former Member, Attorney/Accountants Networking Group (AANG)

Former Board Member, American Culinary Federation – Long Island Chapter

Honors & Awards

Distinguished Service Award, 2016

• New York State Society of CPAs (NYSSCPA)

Presentations & Publications

“Internal Revenue Tax Laws,” American Express Financial Advisors, Inc.

“Employee Documentation: Handbooks and Record-Keeping Requirements,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Preparation of CPA Engagement Letters,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Internal Policies and Procedures,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Billing, Collections and Accounts Receivable Issues,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Ancillary Niches to Your CPA Practice,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Adding Financial Planning Service to Your Practice,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“What Keeps You Up at Night in Your CPA Practice,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Organization and Assignment of Responsibilities and Strategic Planning,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Marketing Your CPA Services,” NYSSCPA – Nassau Chapter Small Firm MAP Committee

“Purchases and Mergers of an Accounting Practice” “Business Success Planning,” NCCPAP Long Island Tax Practitioner Symposium, 2006 & 2005

“1040 & 1120 – Road Map to Financial Planning,” NCCPAP Long Island Tax Practitioner Symposium, 2006 & 2005