Mel H. Abraham, CPA, CVA. ABV. ASA. CSP, has over two decades of experience as a financial and valuation expert as well as a business and success strategist. Mel regularly is sought after for consulting and valuation engagements around the country, including involving family limited partnerships, co-tenancy interest valuations, and operating businesses, ranging from small, family-owned businesses to large $1.7 billion companies. Mr. Abraham also has represented the IRS in valuation engagements and was jointly retained by the taxpayer and IRS, under Tax Court authorization, to provide a valuation of numerous entities binding on both parties. He is one of the primary instructors for the NACVA National Training Team and also is an Adjunct Professor at the University of San Diego School of Law.
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Kelly Allen, C.P.A. has been employed by two of the world’s top accounting firms. He has performed audit, tax and consulting work for Nestlé, Shell, Mobil, Southern California Edison, Wells Fargo, Virgin Records, Baskin Robbins and numerous other publicly and privately held companies. Since opening his firm in 2005, Kelly has obtained specialty licenses in the fields of business valuation and financial forensics. His firm specializes in litigation support and complex tax matters.
Kelly holds a bachelor's degree in accounting and a minor in economics from the University of Redlands. Kelly has lectured at the undergraduate, graduate and professional levels since 2005.
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Jane Boucher is one of the most dynamic women on the speaking circuit today. She was awarded the CSP designation by The National Speakers Association; fewer than 8% of all professional speakers hold this distinction.
A recognized authority on workplace issues and the author of seven books, Boucher uses both the podium and paper to promote personal and professional excellence. Her best seller, How to Love the Job You Hate, has been profiled in Forbes, The New York Times, The Chicago Tribune, USA Today, The National Enquirer, Guideposts, and on CNBC, CBN, CNN. She is also a nationally syndicated newspaper columnist appearing in business journals throughout the country.
Boucher received both her Bachelor of Science and Master of Arts from The Ohio State University. Additionally, she has participated in doctoral work at the University of South Florida and has been an adjunct professor in various institutions, including the University of Dayton, Wright State University, Sinclair Community College, and Miami University Ohio. She also served as the Associate Director of Antioch University’s McGregor Organizational Institute.
This Fortune 500 professional speaker and coach, corporate trainer, Certified Mediator, and consultant has worked with organizations such as the Medical Group Management Association (MGMA), the United States Senate, Energy Transfer, American Association of Healthcare Administrative Management (AAHAM), Western CPE, Antioch University Midwest, Toyota, Prudential of Europe, Department of the Navy, United States Air Force, FDIC, and the International Association of Hispanic Meeting Professionals (IAHMP). She has shared the platform with such notables as Senator Orrin Hatch, Bernard Siegel MD, former Nevada governor Kenny Guinn, Coach John Wooden, Elizabeth Edwards, and Priscilla Presley.
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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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Frank W. Crawford, CPA, is President of Crawford & Associates, P.C., Certified Public Accountants, an accounting firm located in Oklahoma City, Oklahoma. The firm specializes in providing auditing, consulting, and accounting services solely to governmental entities and is a member of the AICPA’s Government Audit Quality Center.
Over the last 26 years, Crawford & Associates has provided a variety of audit and accounting services to all sizes of government, including many types of financial statement audits and attestation services, fraud investigations, internal control analysis, accounting policy and procedure development, contract internal auditing and internal monitoring, developing management anti-fraud programs and controls, quality assurance reviews, training, and expert witness testimonies.
Mr. Crawford recently completed a four-year term as Chairman of the AICPA Government Expert Panel and has been involved in a number of other AICPA committees and task forces, including the AICPA Governmental Accounting and Auditing Committee, the AICPA Government and Not-For-Profit Expert Panel, the AICPA Government Performance and Accountability Committee, and the AICPA GASB 34 Audit Guide Revision Task Force. Mr. Crawford is the current Chairman of the AICPA National Governmental Accounting and Conference Planning Task Force (9 years) and is also a member and co-chair of the Planning Committee of the AICPA’s Government and Not-For-Profit Training Conference (13 years).
A frequent lecturer, trainer, and discussion leader for numerous groups, including Western CPE, U.S. Federal Government Agencies, various local and national CPA firms, a number of State Societies, Mr. Crawford has appeared in several AICPA continuing professional education programs.
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Dennis F. Dycus, CFE, CPA, CGFM, ACFE Fellow, serves as Director of the Division of Municipal Audit for the Comptroller of the Treasury, State of Tennessee. He’s an active member of the American Institute of Certified Public Accountants, the Tennessee Society of Certified Public Accountants, the Government Finance Officers Association, and the Association of Government Accountants. Based on his career experience working with a national accounting firm and spending the last 38 years involved in the audits of all forms of governmental entities, Dennis brings a wealth of practical knowledge to his presentations. He’s developed and conducted training programs in all 50 states, Canada, Guam, Austria, and Puerto Rico, related to the detection and prevention of fraud as well as all aspects of governmental accounting, auditing, and financial reporting.
Dennis has been awarded the Florida Society of CPAs’ Distinguished Discussion Leader Award, the AGA’s National Education and Training Award, the Tennessee Society of CPAs’ Outstanding CPA in Government Award, the Association of Certified Fraud Examiners Outstanding CFE in Government Award, to name but a few.
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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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Eileen Gallo, Ph.D., is a psychotherapist in private practice in Los Angeles, where she assists individuals and families with the psychological and emotional issues of family wealth. Her doctoral dissertation examined the psychological impact of sudden wealth. She is a regular columnist for the Journal of Financial Planning. With her husband Jon, she has authored two books on families and money and are the co-developers of the Financial Skills Trust and the Business Skills Trust.
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Jon Gallo is a partner in the Family Wealth Practice Group of Greenberg Glusker Fields Claman & Machtinger LLP, in Los Angeles. He is the author of more than 70 articles on estate planning and a regular speaker at estate planning institutes. He is a Fellow of the American College of Trust and Estate Council, an Academician of the International Academy of Estate and Trust Law and certified by the California Board of Legal Specialization as a specialist in Probate, Estate Planning and Trust Law. With his wife Eileen, he has authored two books on families and money and are the co-developers of the Financial Skills Trust and the Business Skills Trust.
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Liz Gantnier, BS, CPA, is Stegman & Company’s President and Director of Quality Control and specializes in providing accounting and auditing services to both privately held and publicly traded companies. This involves reviewing filings with the Securities and Exchange Commission and advising clients on issues regarding accounting and auditing. Ms. Gantnier serves on Stegman & Company’s Public Companies Specialized Industry Group. Each industry group is comprised of various levels of professional staff who attend education programs, receive and contribute to industry publications, and host focus groups and in-house seminars to stay current on these specialized areas. Liz is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and a past member of the PCAOB Standing Advisory Board. She is also an associate member of the Association of Certified Fraud Examiners. Liz is a statistical audit specialist and is a National AICPA instructor on technical accounting and auditing topics, winning the AICPA Outstanding Discussion Leader Award for several years. She is often a panelist on the Quarterly AICPA/SEC National Webcast. Liz is a past member of the Center for Audit Quality's Professional Practice Executive Committee.
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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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Dennis Gerschick, CPA, JD, CFA, is the founder and President of Gerschick Business & Investment Counsel, LLC (GBIC). Before entering law school, Mr. Gerschick worked as a CPA with Ernst & Young, practicing primarily in the tax department but also participating in a number of audits. After graduating from law school in 1983 from Drake University, Mr. Gerschick worked in the tax department of one of Atlanta's oldest and largest law firms, Powell, Goldstein, LLP. In 1990, he earned the Chartered Financial Analyst (CFA) designation. That same year, Mr. Gerschick started his own law firm, focusing on representing closely held businesses and their owners. For many clients, he acted as a business and financial advisor. Since 1999, he has served as President of VenCap Advisory Group, Inc. (VAG). VAG is the sole general partner of VenCap Opportunities Fund, L.P., which is a venture capital fund. Mr. Gerschick founded Regal Seminars™ and speaks frequently throughout the world regarding a variety of business, investment, legal, and tax topics.
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Garland has in Masters in Business from Appalachian State University and currently lives in Greensboro, North Carolina. He worked for two years in banking, eight years in public accounting, and teaches both accounting and forensic accounting classes at Guilford College. In 1995, he began teaching seminars for Bell Learning Systems, the largest provider of CPE in the south. In 2000, he founded Professional Accounting Seminars, Inc. and has taught over 800 seminars with his partner, David Holt. His primary focus is financial accounting, internal controls, and fraud prevention and detection.
He believes that continuing education should be practical and informative as well as enjoyable. His teaching style is very interactive and he enjoys using hands-on examples to reinforce his points. His sense of humor and interactive teaching style make his seminars fun and helpful for improving one’s skill level in a practical way.
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Bill Greskovich is the executive responsible for executing Saint Agnes’ over $200 million Campus Revitalization Plan. The plan has completely transformed Saint Agnes’ 40 year-old campus. This comprehensive project resulted in the construction of a new 120 bed Patient Tower, complete renovation of existing 1957 Bed Tower, a new Cancer
Center, eight new Operating Rooms, a new Interventional Cardiovascular Suites, a new 80,000 square foot Medical Office Pavilion, as well as two new Campus Parking Structures.
Mr. Greskovich joined Saint Agnes in 1997 to lead the development and implementation of clinical and financial information systems and technology as Saint Agnes first CIO. Under his leadership, Saint Agnes Hospital became one of the nation’s first hospitals to be recognized by HIMSS Analytics as a Stage 6 Hospital for EMR adoption as well as Most Wired Hospitals. Today Saint Agnes has achieved Meaningful Use Phase I status and Bill works to promote process redesign as the key to successful implementation of technology.
Mr. Greskovich provided executive oversight for the deployment of the Lean Transformation process. Based on the Toyota Management System, Lean is a way of thinking in terms of value to the customer, of continuous improvement and the identification and elimination of waste in the pursuit of perfection.
Prior to his tenure at Saint Agnes, Mr. Greskovich spent four years with Ascension Health directing information technology and strategic planning. He also served eight years as a consultant for both the First Consulting Group and KPMG in the area of healthcare information technology. He holds a Bachelors of Business Administration with a major in Accounting from Ohio University and a Masters in Business Administration from the Sellinger School of Business and Management at Loyola College in Maryland.
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Mark Higgins is President of Higgins, Marcus & Lovett, Inc., a business valuation and litigation consulting firm based in Los Angeles. Mark’s practice is focused on the appraisal of privately held businesses for a variety of tax, planning, financial reporting, and transaction purposes. He also provides economic damages analysis and expert testimony in business litigation involving both public and private companies. Mark has testified in numerous superior courts and in U.S. Tax Court. He holds the Accredited Senior Appraiser designation from the American Society of Appraisers (the "ASA") in the discipline of Business Valuation. He is a past chairman of the business valuation committee of the ASA’s Los Angeles chapter.
Mark was formerly a corporate banker, holding a variety of management positions with Security Pacific Bank, Bank of America, and Wells Fargo. Mark earned an MBA with honors from the University of Southern California, where he earlier received a BS in Finance and Business Economics. Mark is a frequent guest lecturer in undergraduate and graduate business courses, and has been a speaker at numerous regional and national conferences on subjects related to valuation, economics, and banking.
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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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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, MST, is a partner with Keebler & Associates, 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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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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RICHARD OSHINS, AEP, is a member of the Las Vegas law firm of Oshins & Associates, LLC where he concentrates in tax and estate planning with a substantial emphasis on multi-generational wealth planning particularly with regard to closely held businesses. Mr. Oshins has been an advisor and consultant to many of the largest financial institutions in the United States. He has been inducted into the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils, and was also selected by Worth magazine as one of the Top 100 Attorneys in the United States. Mr. Oshins has lectured extensively on innovative tax and estate planning strategies and is the author and co-author of numerous articles on estate planning. He is on the Advisory Board of the NYU Institute on Federal Taxation, the Editorial Board of Estate Planning Magazine, and Advisory Board of CCH.
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Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is rated AV by the Martindale-Hubbell Law Directory and is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates "Lawyer of the Year" by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named one of the Top 100 Attorneys in Worth, one of Southern Nevada’s Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the Trusts & Estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the Wills, Trusts & Estate Planning category in Nevada Business Journal, named Nevada Super Lawyer in the Estate Planning & Probate category in Las Vegas Life and named Mountain States Super Lawyer in the Estate Planning & Probate category.
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Dr. Pearson received his bachelor’s degree from Stanford University in 1976 and his law degree from the University of Utah College of Law in 1979. He clerked for a federal district court judge for a year and then practiced at Brobeck, Phleger & Harrison from 1980-1995, focusing on all aspects of estate and charitable planning, trust, will, probate and gift matters.
In 1995, Mr. Pearson joined the legal staff of Stanford University and is currently the Senior Philanthropic Advisor and Development Legal Counsel at Stanford. He also teaches estate planning as well as trusts and estates in the Stanford Law School.
Mr. Pearson is a member of the American Bar Association, Section of Real Property, Probate and Trust and, among other law related activities, was an editor of Matthew Bender’s California Probate Practice and on the Practicing Law Institute faculty for many years.
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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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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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Jeff Sailor, M.A., CPA, received a Masters Degree in Accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida since 1984, and during that time he also developed unique auditing approaches and auditing software. Since 1992, Jeff has been a featured speaker at national conferences as well as at state and regional meetings. He has written a great number of articles on accounting.
Jeff has a unique teaching style, combining his in-depth accounting insights with humor and a high-energy presentation. He is adept at presenting complex accounting topics in a very practical, quickly-understoof manner.
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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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Keith Schiller, JD, is a shareholder and attorney with Schiller Law Group, a Professional Law Corporation in Orinda, California, with an executive office in Santa Monica, California. His emphasis of practice includes estate planning for closely held business owners and successful investors, transfer tax compliance, and trust administration. Keith is the author of Estate Planning At The Movies® — Art of the Estate Tax Return, the award-winning textbook integrating federal estate tax return preparation with estate planning. Since 1987, Keith has written and taught, including with IRS personnel, over a dozen courses for the CalCPA Education Foundation, twice receiving its award for Outstanding Course Materials. Keith is a member of both the Advisory Committee for the Bloomberg BNA Tax Management "Estates, Gifts and Trusts Journal" and the Advisory Group for the "Leimberg Information Services Newsletter." Keith has authored greater than three dozen articles for national tax publications and lectured from coast-to-coast. Attending UCLA, Keith served as undergraduate Student Body President and founder of the Legal Aide Service. He earned his law degree from Boalt Hall at UC Berkeley and his MBA (Taxation) from Golden Gate University. Keith also lobbied for the enactment and chaired the marketing for the Yosemite License Plate, which has raised in excess of $28 million for the preservation of Yosemite National Park and California conservation.
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Mike Scott believes that any time invested in training must provide information that has immediate and applicable take-home value. Leverage of 'information-to-application" is what he stresses. Mike uses his in-depth knowledge of training, employee development, and business to help professionals quickly and fully absorb and utilize the information he teaches.
His experience includes professional executive recruiting, Manager of Recruiting and Training for Reed Tool Company in Houston, and Human Resources Manager for the Energy Banking group of Republic Bank, now Bank of America. Mike started his own training and development company in July of 1984 and regularly speaks, designs and conducts training programs for both large and small companies, like McDonald’s Corporation, Ernst & Young, AAA and many others, including over 450 Vistage companies and 1500 other U.S. and International companies. His unique and interesting style and immediate payoff results in additional work with his client companies.
He served in the U. S. Army for four years through the rank of Captain. This included a one-year tour of duty in Vietnam. Mike earned his BS in Business and his MA in Psychology from North Dakota State University in Fargo, North Dakota. He now lives in Chattanooga, Tennessee.
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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 15 years, his firm, Stuart Sobel Consulting, Inc., provided tax consulting in tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employment benefits, and tax controversy issues. He has helped to create thousands of diverse businesses and nonprofit organizations including public charities, trade associations, and athletic organizations worldwide. Stuart has helped to form international entities in a number of countries including Belize, Senegal, Central African Republic, El Salvador, Mexico, Lebanon, Suriname, Guinea, Sierra Leone, Ghana, Cameroon, Bulgaria, Romania, Zimbabwe, Iraq, Philippines, Romania, Kenya, Congo, Zambia, and Nicaragua.
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. He is one of the co-authors of the Internal Revenue Service Examination Standards and was loaned by the IRS to the Russian Republic for the design of their tax system after the breakup of the Soviet Union. He also co-authored the IRS Guide for Return Selection and Examination Plans for Returns Program Managers
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. His average rating for knowledge and presentation skills exceeds 4.75 for the hundreds of presentations made to accounting, taxation, and nonprofit professionals.
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 more than 25 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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Robert M. Tarola is President of Right Advisory LLC, a consulting firm formed in 2008 which offers a unique perspective to address business and professional challenges of accountants, auditors, attorneys, governance bodies and finance professionals. Mr. Tarola has extensive experience as a public company director, public company CFO and public company auditor. He is a former Chief Financial Officer of W. R. Grace & Co. (NYSE: GRA) and MedStar Health, Inc. both of which are multi-billion dollar businesses with complex multi-national operations.
Prior to serving twelve years as a CFO, Mr. Tarola was a partner with Price Waterhouse LLP. During his twenty-two year tenure with Price Waterhouse, he served in a variety of capacities, including regional managing partner for a strategic industry segment, a partner in its National SEC Services Group and an engagement partner for major client accounts. Mr. Tarola is a director of public mutual funds sponsored by Legg Mason, Inc., a director of publicly traded TeleTech Holdings Inc. (NASDAQ: TTEC), a director of the American Kidney Fund, and has served on the boards of directors of several health and community organizations. He is an audit committee financial expert.
Mr. Tarola holds a Bachelor of Business Administration degree from Temple University and has chaired the Advisory Board to the President of the University. He was recently appointed, in a consulting capacity, as Special Financial Advisor to the President of Howard University.
Mr. Tarola is an at-large member of the governing council of the American Institute of Certified Public Accountants, a past member of its Assurance Services Executive Committee, a past member of the Board of Directors of the Maryland Association of Certified Public Accountants, and holds licenses to practice accountancy in three states and the District of Columbia. Mr. Tarola currently leads an AICPA task force studying risk management issues of corporate boards. He served on the Standing Advisory Group of the Public Company Accounting Oversight Board and was recently appointed to its inaugural Investors Advisory Group. He is a member of the Advisory Board of the School of Accountancy of the University of Denver and of the Merrick School of Business of the University of Baltimore and is listed in International Who’s Who of Professionals.
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Dr. James B. Thomas is the immediate past dean of the Smeal College of Business at Penn State and currently The Elliott Professor of Risk and Management. Before becoming dean of Smeal in 2006, Thomas was the founding dean of Penn State's College of Information Sciences and Technology. His publications on top management teams and leadership behavior have appeared in Administration Science Quarterly, Academy of Management Journal, Academy of Management Review, Organization Science, and Organizational Behavior and Human Decision Processes, among other top scholarly journals. He has been a consultant with numerous companies on the issues of strategic IT alignment and has made countless presentations on information sciences practice and education before scholarly, industry, and government groups including the U.S. Congress and the Pennsylvania Legislature. A 1974 graduate from Penn State, Thomas received a master's degree in government from Florida State University and a doctorate in strategic management from the University of Texas at Austin in 1988. He and his wife, Michele, reside in State College. They have three children, all Penn State graduates.
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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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Stephen M. Yoss, Jr. is a founding partner and principal of MantisPRO, a technology company that focuses on cloud computing and communication for the accounting profession. Stephen has consulted with businesses on how to lower overhead, personnel, and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity. MantisPRO designs and builds cloud based workspaces for companies to conduct all their operations virtually.
Prior to starting MantisPRO, Stephen worked as an accountant in his family’s accounting practice, Yoss Allen Jonavic CPA’s. While working there he became a Certified Public Accountant and completely redesigned the firm’s technology practices. Many of the technologies he consults on today were first designed, perfected and implemented in his family’s practice and with their clients.
Stephen began working with technology at age ten, and started his first IT company at age 13 designing websites for local businesses. He started writing original computer code at age 15 and has been programming ever since. Stephen is a graduate of Loyola Marymount University and holds degrees in Accountancy and International Business. While at Loyola Marymount University he served the campus as Vice-President for Technology, Student Body President and as a representative to the Board of Trustees. He lives in Claremont, California.
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