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“I went to the Bahamas conference and thoroughly enjoyed Jane Boucher’s Chaotics: Managing Organizational Change & Stress in a Turbulent Environment course. Thank you for your forethought and for knowing how important this course would be to managers of businesses. I have been with Western CPE for seven years and cannot think of a course I enjoyed more than this one. Again, thank you!”
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– Jim Lavender; Germantown, TN
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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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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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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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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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Dr. Ray Thompson is Emeritus Associate Professor of Accounting & Finance at the University of Pittsburgh. He served as department head at the UPJ campus for over 25 years. He was also Associate Director of UPJ’s Entrepreneurial Development Assistance Project, where he was involved in financial consulting and assisting in preparing loan proposals for small business start-ups.
He has taught in graduate and undergraduate business programs in Europe, Africa and the US. He received his B.S. and M.S. degrees in Economics and Systems Dynamics from the University of Bradford in the United Kingdom, his M.B.A. in Accounting from Xavier University of Ohio, and his Doctor of Business Administration from Nova University. Ray is also certified in Financial Management and is a Certified Management Accountant, a Certified Business Appraiser and holds Accredited Valuation Analyst credential from NACVA . He recently became certified in International Financial Reporting Standards though the Institute of Chartered Accountants in England and Wales.
Ray is a professional educator and writer. He authors and conducts professional development seminars for Fortune 500 and international corporations, multinational financial institutions, State CPA Societies, and CPA firms throughout the US. In addition to these live seminars, he also produces both recorded and written courses for self study. He also provides business valuation services and consults with accounting firms and sole practitioners on a range of accounting issues in the area of valuation. Ray was part of the George & Ray team which offered Accounting & Auditing courses for over 20 years.
Ray is a member of the Institute of Management Accountants and the Institute of Business Appraisers. He is also a faculty associate member of AICPA and PICPA, and is a member of the Financial Reporting Faculty of ICAEW.
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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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