Jane Boucher, BS, MA, is an internationally acclaimed consultant, columnist, author, and speaker. She holds the prestigious CSP (Certified Speaking Professional) designation from the National Speakers Association, a distinction held by fewer than eight percent of professional speakers. Jane is the author of seven books, including the best-selling How to Love the Job You Hate, which has been profiled in Forbes, The New York Times, the Chicago Tribune, and USA Today. She’s been on more than 1,000 radio and television programs, including CNBC, CBN, and CNN.
This high-powered Fortune 500 corporate trainer and coach has worked with General Motors, IBM, Inc. Magazine, Toyota, the U.S. Air Force, the U.S. Senate, and many others. Jane has shared the podium with such notables as Senator Orrin Hatch, Bernard Siegel, Elizabeth Edwards, and Priscilla Presley. She has also served as Associate Director of the Antioch University McGregor Organizational Institute and is currently president of the International Team Building Association.
This high-powered Fortune 500 corporate trainer and coach has worked with General Motors, IBM, Inc. magazine, Toyota, the U.S. Air Force, the U.S. Senate, and many others. Jane has shared the podium with such notables as Senator Orrin Hatch, Bernard Siegel, Elizabeth Edwards, and Priscilla Presley. She served as Associate Director of the Antioch University McGregor Organizational Institute and is currently President of the International Team Building Association.
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Karen Brosi, EA, CFP, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP professional and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen Brosi will teach you how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media such as BusinessWeek. Karen Brosi’s powerful real-life presentations pinpoint critical federal and state tax areas, teaching you what you need to know to optimally assist your clients.
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Rick is recognized as one of the leading experts in the college funding field. He has written more books, developed more software, and trained more financial professionals on the topic of college funding than any other person in the United States. As cofounder and director of the National Institute of Certified College Planners, Rick has been invited to speak on college funding to his contemporaries at state CPA and FPA conferences in over 40 states. He has been a featured speaker at the Financial Planning Association’s Success Forum, the National Association of Personal Financial Advisors (NAPFA) Northeast/Mid-Atlantic regional conference, the National Employee Benefit Forum, the New York State Society of CPAs Personal Financial Planning conference, and the AICPA Tax Strategies for the High-Income Individual conference. Rick has also given seminars for the University of Arizona and the New York State Student Financial Aid Administrators.
Rick has written and coauthored many books in the college-planning field, and has been a provider of education programs for organizations such as Microsoft, the American Institute of Certified Public Accountants, Oppenheimer, State Farm Insurance, the National Association of Personal Financial Advisors, and more. Rick has been quoted in Forbes, Newsweek, U.S. News & World Report, Money, BusinessWeek, Kiplinger's Personal Finance, The New York Times, Smart Money, The Wall Street Journal, and many other major financial publications.
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Stuart Ellis-Myers, aka ‘Twitchy,’ is proud to be the world’s only keynote speaker and CPE lecturer who lives with the rare neurological disorder Tourette’s Syndrome. Sudden, involuntary body movements compel him to constantly jerk, twitch, and shriek.
As one of North America’s most in-demand keynote speakers and CPE lecturers, Twitchy is living proof that anyone who overcomes overwhelming circumstance tends to develop extraordinary approaches to everyday challenges—often with extraordinary results. Having spoken to many hundreds of professional groups around the world, Twitchy is known for his lively, experiential presentations where participants learn by doing. He is extremely effective at enabling participants to understand complex business communication and leadership processes.
No other CPE speaker ensures you will leave their sessions with immediately usable insights and actions, many drawn from one-on-one video interviews Twitchy has conducted with expert financial professionals just like you. Audience participants consistently give Twitchy’s programs high marks for impact, inspiration, and immediately usable relevance.
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Owen Fiore, JD, owner of FioreWealthPlanningConsulting, advises high-wealth business owners and investors and their advisors on family succession planning, the effective uses of entities, and valuation issues in order to assist in building, managing, and preserving wealth. For over 40 years, Owen was a tax and estate planning lawyer in California and is now based in Idaho. He achieved a national reputation as a proactive planner and tax litigator, including having several published Tax Court Decisions that resulted from his representation of clients in IRS audits, at appeals, and in U.S. Tax Court. Owen has lectured nationwide at numerous tax institutes and conferences, including the AICPA’s Tax Strategies for the High-Income Individual and Advanced Business Valuation conferences, the NYU Institute on Federal Taxation, and more. He’s presented courses for the California CPA Education Foundation, Western CPE, and other CPE providers. Owen’s a regular contributing author to CCH Business Valuation Alert magazine and the “LISI Estate Planning Newsletter.”
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Edgar H. Gee Jr., CPA, FACFEI, MBA, is a practitioner with over 40 years of professional experience. He worked with Touche Ross & Company (now Deloitte & Touche) before working with a local firm, both in Nashville. He opened his own firm in Knoxville in 1977. Gee has defeated the government in litigation in over half the states in the Union.
In 1996, he testified before the Ways & Means Subcommittee on Oversight. A noted author, Mr. Gee has published articles in The Tax Advisor covering the largest independent contractor case against the IRS in U.S. history and was winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000 for his "Independent Contractor or Employee: How the Process Works Today." He is co-author of PPC's Guide to Worker Classification and the author of Guide to Worker Classification (PPC), Secrets to Winning IRS Audits and Appeals, and IRS’s High Priority Audit Strategies and How to Protect Against Them.
In addition to his work as an author, Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants and, in 2001, was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs.
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David Holt, CPA, CFE, has been recognized by the American Institute of Certified Public Accountants (AICPA) as an Outstanding Discussion Leader for the state of Texas. He was also voted Outstanding Speaker of the Year for 2006–2007, by the Rio Grande Valley Chapter of CPAs. He has more than 30 years’ experience in public accounting (as an auditor and fraud examiner) and has taught CPE seminars since 1992.
David has authored more than a dozen CPE topics and was a contributing author to the Practitioners Publishing Company book A Guide to Preparing Governmental Financial Statements. He is also a former faculty member of the Association of Certified Fraud Examiners. In addition to teaching more than 80 seminars a year, David provides audit, accounting, and fraud consultations and training for CPA firms, corporations, governments, and nonprofit organizations.
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Vern Hoven, CPA, EA, MTA, is one of America's premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He receives outstanding evaluations and has won numerous teaching awards. Vern is the author of the best-selling Real Estate Investor's Tax Guide. He’s a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association.
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Bob Jennings CPA, CFP, EA, is known for teaching informative and exciting business seminars in layman’s terms through the use of humor and down-to-earth stories. Attendees describe him as Seinfeld and Tim Allen with a teaching twist. Bob is an actively practicing founding partner of Hurst, Jennings & Co., LLC, a regional CPA firm in Clarksville, Indiana, that deals exclusively with small business clients and corporate executives. A nationally renowned seminar speaker and author, Bob speaks to over 10,000 professionals annually and is regarded as one of America’s premier speakers. Bob is also a prolific writer, and has authored over 70 articles for professional magazines, including the Journal of Accountancy and The Practical Accountant, and is a columnist for FoxBusiness.com.
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Robert Keebler, CPA, MTA, is a partner in Virchow, Krause & Company, LLP, and is chair of its financial and estate planning team. His practice includes family wealth transfer and succession planning, retirement distribution planning, estate administration, and IRS representation. He is a 2007 recipient of the prestigious Distinguished Estate Planners Award from the National Estate Planning Councils and recognized by CPA magazine as one of the top 100 most influential CPAs in America. He is frequently quoted in publications such as The Wall Street Journal, USA Today, Worth, Kiplinger's Report, and Forbes.
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Ronald A. Kiima is president of Kiima Incorporated, a private consulting firm specializing in SEC accounting and disclosure issues, SEC registration statements and periodic reports, SEC investigations and enforcement proceedings, corporate governance and risk management (including compliance with the Sarbanes-Oxley Act of 2002), investor relations and communications, due diligence and investigatory procedures, and litigation support and testimony. His firm’s clients include SEC registrants, IPO candidates, public accounting and law firms, and continuing professional education providers. Through his firm, Mr. Kiima also serves as a principal technical advisor to numerous investment banking firms, mutual funds, and hedge funds on matters of SEC, accounting, and financial reporting compliance.
Prior to founding Kiima Incorporated in 1998, Mr. Kiima served in a number of increasingly responsible positions with the SEC’s Division of Corporation Finance in Washington D.C., spending his last five years there as an assistant chief accountant. During his eight-year tenure with the SEC, Mr. Kiima had oversight responsibility for a number of industry sectors, including high technologies, retailing, miscellaneous services, manufacturing, banking and insurance, metals and mining, healthcare, and real estate. Mr. Kiima’s professional experience also includes serving as senior manager of financial compliance, reporting, and special projects for a NASDAQ-listed corporation, director of accounting and assurance services for a regional public accounting firm, and as an audit staff member for a leading international public accounting firm. Mr. Kiima is a certified public accountant licensed in the state of Maryland and is a member of the Association of SEC Alumni and the American Institute of Certified Public Accountants. He received his BS in business administration/accountancy (summa cum laude) from the University of Baltimore and completed graduate studies in corporate finance and accounting there.
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Sharon Kreider, CPA, EA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon Kreider will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon Kreider will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations.
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Stephan R. Leimberg, JD, is CEO of Leimberg Information Services, Inc. (LISI), an email and database service providing information and commentary on tax cases, rulings and legislation for tax and financial services professionals, and also CEO of Leimberg and LeClair, Inc., an estate and financial planning software company which provides professionals with the popular "NumberCruncher" software program. Steve has been a faculty member for numerous national and regional tax and financial planning institutes, including the Heckerling Tax Institute, Notre Dame Tax and Estate Planning Institute, the NYU Institute on Federal Taxation, the AICPA National Estate Planning Forum. He has been frequently quoted in the Wall Street Journal, the New York Times and both Forbes and Money magazines. Mr. Leimberg is a prolific author, having authored or co-authored many books on financial and estate planning, including "The Tools and Techniques of Estate Planning", "Tax Planning with Life Insurance, the "Buy-Sell Handbook", and the "Book of Trusts.
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Michael Morgan, CPA, has over 30 years’ experience in public speaking. He is president of a consulting firm that specializes in international auditing and taxation. Michael is the accomplished author of several accounting and auditing manuals. He has traveled internationally, conducting seminars on accounting and auditing topics. Michael is also a nationally recognized instructor for the AICPA. For several semesters, he was an accounting instructor in the School of Business at Old Dominion University in Norfolk, Virginia.
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Chris Pembrook, MBA, CGAP, CPA, is a manager for Crawford & Associates, P.C., Certified Public Accountants. The accounting firm is located in Oklahoma City, Oklahoma, and specializes in providing auditing, consulting, and accounting services solely to governmental entities. Before joining Crawford & Associates, P.C., Chris served as the CFO for Oklahoma Police Pension & Retirement System and as the Deputy Director for the Local Government & Special Services Division of the Oklahoma State Auditor and Inspector’s Office. Chris received his bachelor’s degree in accounting from East Central University and obtained his MBA from Oklahoma Christian University. He has been a speaker for Oklahoma state and local government entities and organizations, covering topics on accounting, auditing, and data analysis. He is currently serving as a committee member of the OSCPA Government Accounting & Auditing Committee.
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August Petersen, MPA, CPA, has been a senior partner, officer, board member, investor, and consultant to numerous Texas business ventures for over 25 years. He’s a faculty member at the University of Texas, where he’s taught more than 150 undergraduate and MBA courses classes in accounting, corporate finance, real estate finance, and strategic management.
Upon completing his master’s degree at the University of Texas, he joined the international accounting firm of Touche Ross. He left public accounting to become a founding partner of the Watson Group, a Texas partnership that became the largest diversified real estate firm in Austin. As a senior partner, August had financial and strategic management responsibilities for over 50 real estate business entities, development projects, and investment properties, the scope of which exceeded several hundred million dollars. August is currently Managing Partner for several businesses engaged in the acquisition and management of distressed real estate on a national level. He’s lectured at national and international professional conferences and seminars for many years, including serving as the national chairman and featured speaker for a series of accounting and financial reporting conferences held in major cities across the country.
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John Prokey's law practice includes advising high-wealth individuals and closely-held business owners in tax, business and estate planning. His law firm represents taxpayers in all levels of tax controversy, including IRS administrative audit and Appeals, and U.S. Tax Court.
John is a frequent lecturer and guest speaker at tax planning seminars and conferences throughout the state, and is an author on various estate planning topics. In 2011, he was a guest speaker at the Annual Meeting of the California Tax Bar and California Tax Policy Conference, 31st Annual Southern California Tax & Estate Planning Forum, IRS Nationwide Tax Forum, National Association of Personal Financial Advisors, 18th Annual Contra Costa Estate Planning Symposium, Redwood Empire and Santa Clara County Estate Planning Councils, and CalCPA Education Foundation Advanced Estate Planning Institute.
John is a member of the Taxation and Trusts and Estates Sections of the State Bar of California. He is a former member of the Executive Committee and former Chair (2004-2005) of the Estate and Gift Tax Committee of the Taxation Section. John is a current member of the Santa Clara County and American Bar Associations, Santa Clara County Estate Planning Council, and Silicon Valley Bar Association.
John received his Baccalaureate of Science degree from Santa Clara University in 1994 and his Juris Doctor degree from Santa Clara University School of Law in 1999, graduating "cum laude" from law school and undergraduate studies. While obtaining his law degree John's work experience included working for The Fiore Law Group, Intel Corporation, Inc. and on site at Apple Computer, Inc.
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Jeffrey H. Rattiner, BBA, CPA, CFP®, MBA, is President of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals as well as to financial planning professionals in Centennial, Colorado, and Scottsdale, Arizona. His Financial Planning Fast Track® (FPFT) program, which provides professionals with the training necessary to become Certified Financial Planner® (CFP) licensees, received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. A prolific author in the field of financial planning, he has written Rattiner’s Review for the CFP® Certification Examination Fast Track Study Guide and Rattiner’s Financial Planner’s Bible for John Wiley & Sons, Getting Started as a Financial Planner for Bloomberg Press, Financial Planning Answer Book for CCH, Adding Personal Financial Planning to Your Practice for AMA, plus many other titles. He is a frequent industry writer and speaker and a columnist for Financial Advisor Magazine.
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Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse and IBM. Presently, he presents seminars and webcasts and prepares self-study courses for Western CPE. He has over 30 years' experience as a professor at universities such as the University of North Carolina, the University of Utah, Georgetown University, and Gettysburg College. He also has taught internationally at Kenyatta University in Kenya and the American University of Sharjah in the United Arab Emirates. Three different universities have given Dr. Redding awards for excellence in teaching. Dr. Redding holds a CPA certificate but has elected inactive status.
Dr. Redding’s intellectual contributions are in the fields of financial reporting and auditing. He is the coauthor of the book The FASB: The People, The Process, and The Politics. He has written financial accounting articles on topics such pensions, leases, and capitalization of interest, as well as a number of articles on teaching effectiveness. Each year he publishes The World’s Liveliest Accounting Update, which is a financial accounting, auditing, attestation, compilation, and review update. As indicated by the title, this is an exceptionally energetic and engaging presentation. He is known as one of the country’s most dynamic financial and auditing CPE seminar leaders.
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For more than 15 years, Ron Roberson has been a popular tax speaker covering individual and business tax topics. Each year, Ron speaks to thousands of CPAs and other tax professionals about the latest tax-related law changes, planning opportunities, and other business matters. Ron’s energetic, easy-to-understand, and humorous presentation style has made him a favorite nationwide. After beginning his career with international accounting firm Deloitte Haskins & Sells, Ron founded his own firm in Twain Harte, CA, near Yosemite National Park. Ron actively participates in his firm today, bringing his practical experiences into the classroom to bring his tax lectures to life.
Ron is also a prolific author who has written, edited, and collaborated to write tax training manuals for multiple CPE providers, and has written about business entity selection, taxation of corporations, Social Security, and many areas of individual income taxation. Ron has also routinely been a guest on tax-related Internet radio broadcasts.
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Anthony is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Anthony is also a lawyer admitted to practice in both the Commonwealth of Pennsylvania and State of New Jersey located in Philadelphia, Pennsylvania. His areas of practice include corporate business transactions, estate planning and administration and tax matters. Anthony received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law.
Anthony lectures extensively in the areas of protection of assets, preservation of wealth, business transactions, and other tax matters. He has presented more than three hundred seminars to various state accounting societies other organizations, including stock brokerage houses, financial planners, and insurance agents, in educating their clients in various planning techniques and tax issues.
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Francis Xavier Ryan, CPA, is president of F.X. Ryan & Associates, which specializes in turnaround and lean management for companies in financial trouble. Frank has served on numerous boards of publicly traded companies and nonprofit organizations. In 2008, he was elected chairman of the board of Good Shepherd Center, he has served as chairman of the audit committees of two publicly traded companies, and is the current audit committee chairman of a major nonprofit organization in Maryland. He is an expert on Sarbanes-Oxley and lectures for numerous state and national organizations on ethics and leadership.
A retired Marine reserve colonel, Ryan was recalled to active duty in 2004 and served with Multi-National Force—Iraq until June 2005. Before retiring, Frank served during Operation Enduring Freedom and spent time in Afghanistan with the Joint Forces Special Operations Command. His personal military decorations include three Legions of Merit, the Bronze Star Medal, the Defense Meritorious Service Medal, the Navy Commendation Medal, and the U.S. Army Commendation Medal.
Frank graduated summa cum laude from Mount St. Mary's College and received his MBA from the University of Maryland in 1977. He is the proud father of four and has two beautiful grandchildren.
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Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known for spicing his extensive expertise with an incredible sense of humor.
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Steven G. Siegel, JD, LLM, is President of the Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in taxation from New York University.
Mr. Siegel has lectured extensively throughout the United States on tax, business, and estate planning topics. He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
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Stuart P. Sobel, EA is the president of Tax Media Network, Inc. located in Indianapolis, Indiana. He graduated in accounting from Ohio University.
For 13 years, his firm, Stuart Sobel Consulting, Inc., provided tax consulting in tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, and employment benefits. He has created thousands of diverse businesses and nonprofit organizations worldwide.
During the 30 years he worked for the Internal Revenue Service, Stuart held a number of positions, including revenue agent, expert witness, chief examination branch, chief review staff, and group manager. His responsibilities included oversight of audit selections, examination of tax returns, and technical approval of completed cases.
For fourteen years, Stuart taught entrepreneurship, accounting, and tax courses as a member of the Indiana University adjunct faculty. He currently teaches tax planning and tax controversy to CPAs and other financial professionals. He conducts training programs for trade associations, community foundations, government agencies, and private businesses. He received an average rating of 4.71 out of five points for the more than 90 presentations he gave in 2010.
Stuart was the producer and host of his own nationally syndicated radio program, Wise Choices: Taxes and Charity Today, which aired for eight years on radio stations throughout the United States. The media has referred to Stuart as a tax expert and “The Guru of Giving.”
Stuart is a recognized author of four books dealing with taxation and nonprofit issues. He loves to make taxation less “taxing” for the mind and wallet!
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Douglas Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he was honored as “outstanding business professor of the year” in 2009. He completed a BS in BA, and an MBA at Lehigh University and started his career at Price Waterhouse in 1969. Doug joined a small firm that became The Curchin Group in Red Bank, New Jersey, where he was a partner for 34 years and continues as a consultant. In 1989 and 1990, Doug was the youngest president of the New Jersey Society of CPAs. He served the AICPA as a representative to Council, a member of the Tax Division Executive Committee, and chair of several committees. Doug is a frequent speaker for the AICPA and many state CPA societies. He’s been quoted in the New York Times, Wall Street Journal, Forbes, and other national publications and has appeared on CNN, CNBC, PBS, and the three major networks.
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Joe Walloch, CPA, MBA, MBT, speaks and teaches across the United States and internationally on a variety of tax topics and has gained the reputation of being one of the most knowledgeable and interesting tax instructors in the country. Joe is known as "America's Tax Answer Man" for his willingness to be a resource for tax answers to seminar participants' most complex tax questions.
He has been recognized by CPA Magazine as one of “50 Top Tax Professionals in America.” Recently, Joe testified before Congress as an expert witness on the Alternative Minimum Tax as official representative of the AICPA. Joe is President and CEO of Walloch & Associates in Redland, California, and been a CPA for 39 years. He specializes in income and estate tax planning, expert witness assignments, litigation support, quality control review, and second opinion assignments. Joe is Professor of Advanced Taxation and Advanced Financial Accounting at University of California, Riverside and chair of the AICPA Individual Income Tax Technical Resource Panel for 2007–2008. He has had numerous articles published in tax periodicals, has authored two tax videos, and has been quoted as a tax authority in USA Today, CNN’s MONEY magazine, and on TV and radio. In May, 2011, Joe received the AICPA’s Sidney Kess Award for Excellence in Continuing Education.
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Arthur Joseph Werner, JD, MS (Taxation), is the president and a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial, and estate planning for high net worth individuals.
In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented more than 2000 eight-hour seminars over the past twenty years. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
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