Overview
Family Owned & Privately Held Business Specialist on a diverse group of industries
Work with families & privately held Companies as their trusted advisor on their business dynamics, tax planning, estate planning & family dynamics sharing insights & offering guidance to help mitigate risks and achieve goals.
High concentration in Taxation helping families/businesses with Tax advice & Structuring
Education
Certified Public Accountant
Bachelor of Science in Accounting, Montclair State University - 1999
Masters in Taxation, Summa Cum Laude, Rutgers University - 2003
Member of the Beta Gamma Sigma, the highest honor society for collegiate schools of business
In the community
Past Member of the Board of Directors and Audit Chair of the Metropolitan YMCA of the Orange & past NJCPA Board Member
Contributing author of the 2019 and 2020 publications entitled, “Federal Tax Accounting,” a CCH/Wolters Kluwer product
Quoted by Wall Street Journal, Forbes as well as local and regional press including interviews with NJMoney Help, TAPinto, NJBIZ and ROI-NJ
Presenter at local programs and business groups on accounting, tax and consulting topics