Instructors

Tony Nitti, CPA, MST is a partner in the National Tax Department of EY US, with a focus on Section 1202, as well as an adjunct professor at the graduate tax programs of the University of Denver (DU) and Golden Gate University. Tony is a prolific writer on various tax topics and is a senior contributor at Forbes, where […]

Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer

Professor Leslie Book is a Professor of Law at the Villanova Charles Widger School of Law. While at Villanova Professor Book served as Director of the Federal Tax Clinic, Director of the Graduate Tax Program, and Director of the Online Graduate Tax Program. Prior to coming to Villanova, Professor Book was an Assistant Clinical Professor

Steve Ruf is the CEO of Cost Segregation Authority, LLC. He holds a Bachelor of Science degree from Brigham Young University and a Masters in Business Administration from the University of Utah. Steve is an expert in cost segregation studies and construction; he has prepared thousands of cost segregation studies. He has been a construction

Erik Oliver holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority, Erik was an Operations Manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining CSA, Erik has been speaking at local, regional, and national events as well as

Cost Segregation Authority was first established in 2006 at the infancy of modern cost segregation services. It was founded in large part by a father and son team who had spent their career in the construction industry and became passionate about the tax-saving strategies associated with real estate investments. This family culture has stayed with

Jessica keeps her finger on the pulse of Congress and the IRS. She has an extensive background in analyzing and writing on issues related to federal tax policy and IRS administration and has regularly attended congressional hearings and markups on Capitol Hill as well as public hearings at IRS headquarters. Jessica’s legislative and regulatory procedural

Adam Fayne assists companies and individuals, nationally and internationally, on corporate and tax issues. As a corporate attorney, Adam routinely advises management or in-house general counsel on various legal matters affecting their day-to-day corporate activities. His experience includes handling matters involving mergers and acquisitions, employment, compliance, litigation, personal injury, vendor contract review and negotiations, employment

Denise Appleby is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA technical consultation, training and resources for financial, tax and legal professionals. Her primary focus is protecting retirement savings from costly mistakes. She has over 20 years of experience in the retirement plans field. Denise writes and publishes booklets and marketing tools

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representation. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his

Robert “Bob” W. Jamison, CPA, Ph.D., is Professor Emeritus of Accounting at Indiana University, Purdue University, Indianapolis (IUPUI). His principal area of specialization is S Corporations. He is the sole author of S Corporation Taxation, and co-author of Multistate Tax Guide to Pass-Through Entities, both of which are published annually by CCH, a Wolters Kluwer

Sole Proprietorship since 1987, CPA since 1982. James Counts has extensive experience in income tax preparation, representation of clients before tax agencies in audits. Experienced in assisting fiduciaries and serving as a trustee. Work with tax practitioners representing their clients before tax agencies.Specialties: Individual and business tax returns, California Employment Development audits, issues and representations,

With more than 20 years of experience William B. Henry specializes in having D.E.I.I. conversations around leadership development, strategic planning, employee engagement, and culture building. His dynamic work in leadership training enhances the performance of individual executives, teams, and organizations. With a background that encompasses a wide range of programs and initiatives for organization design,

Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of Mindful-CPA  Mindful-PRO, Sunish has over 25 years’ experience. He leads training courses in Accounting, Auditing, Leadership & Management and Mindfulness. In addition, Sunish is a contributing Instructor for the UCLA Certification Program in Accounting where he is an adjunct lecturer.

Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to

Mary Kay Foss CPA is a frequent lecturer for professional and business groups. She has over thirty years of practical experience advising about retirement, income and estate planning issues. Ms. Foss is a member of the AICPA Individual and Self-Employed Technical Resource Panel, past chair of the AICPA Trust Estate and Gift Tax Technical Resource

Frank Castillo is a nationally acclaimed CPA, author & instructor. His body of published work includes over 300 video and text based courses addressing technical and personal challenges modern day accountants face.  Frank has traveled extensively across this great country providing tailored consulting services for professional athletes, performing artists, business mavericks, and dedicated licensed professionals.

Jane Ryder, EA, CPA is the owner of Brass Tax Ryder Professional Group, Inc., a full service tax and accounting firm. Brass Tax (not affiliated with Brass Tax Presentations) has been providing tax and accounting services since 1980. Jane received a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California

Until his retirement in October 1996, Sefton Boyars was the Department of Education’s Regional Inspector General for Audit in Regions IX and X. During his 35-year career, Sefton worked for a variety of federal and local government audit agencies. He is a member of the California CPA Society and was a long-time chair of his

Originally from the San Francisco Bay Area, Bill has 30 years of federal audit and contract monitoring and administration experience.  He served as the U.S. Department of Education’s Regional Inspector General for Audit for Regions VII, VIII, and X.  Mr. Allen also served as Region IX’s Assistant Regional Inspector General for Audit.  In these capacities,

James Lange’s tax and estate planning strategies have been endorsed by The Wall Street Journal (36 times).  He wrote 8 best-selling books including his newest book, The IRA and Retirement Plan Owner’s Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from The SECURE Act. Jim’s RIA oversees $750 million

Amy Vetter, CPA, CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi — who specializes in Technology Innovation –- Amy provides a unique perspective. She inspires financial professionals to incorporate mindfulness

Nainesh Shah grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India. A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002.

Evan M. Levine began his career in the summer of 1988 as the very first intern for New York City’s #1 insurance agency, Mass Mutual Life. From 1988 to 2009, he provided insurance-based financial planning advice to investment bankers, attorneys, and business owners in NYC. With a strong desire to provide a higher level of

Western CPE helps tens of thousands of Tax Advisors and CPAs understand constant tax changes so they can plan hands-on strategies for their clients.

Larry L. Perry, CPA, has been in practice for over 40 years. He writes accounting and auditing manuals and is currently an author and presenter of live staff training seminars, live webcasts, and self-study CPE programs, including self-study courses for Western CPE. He’s a managing member of CPA Firm Support Services, LLC, an organization that

K2’s goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We make every effort to maintain a high level of integrity, family values, and friendship among all involved. Instructors: Randolph P. (Randy) Johnston, MCS Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA Brian F. Tankersley, CPA, CGMA,

Sandra Leyva is a CPA and holds an MBA in IT from the University of Dallas. She also holds a MS in Applied Cognition and Neuroscience. Sandi is the founder of Accountant’s Accelerator,  which has helped thousands of accountants earn more, work less, and serve their clients better through her innovative coaching and training services.

Randolph P. (Randy) Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers