Professional Credentials
- Earned NYS Certified Public Accountant certification in May of 1986.
- Earned American Institute of CPA’s specialization certification as a Personal Financial Specialist (PFS), in April of 1990.
- One of less than 5,000 individuals in the United States, and one of less than 500 individuals in New York State, to hold the PFS Specialty Accreditation.
- Earned NJ Certified Public Accountant certification in March of 2015.
Professional Associations
- American Institute of Certified Public Accountants (AICPA).
- New York State Society of Certified Public Accountants.
- Estate Planning Committee of NYS Society of CPA’S.
- Served 2 years as a member, and as Secretary, of the New York State Society of CPA’s Estate Planning Committee.
- Former member of The Tax and Estate Planning Council of Rockland County, Inc.
- Former member and Ambassador of The Rockland Business Association.
- Member of The United States of America Chamber of Commerce.
Professional Lectures
- Created and presented “The Marital Deduction and Other Basics” lecture for the Foundation for Accounting Education.
- American Tax Association - The University of Hartford.
- ACUTE; Accountants Computer Users Technical Exchange.
- Created and presented “Tax Attack” lecture for Smith Barney Shearson.
- Rockland Community College teaching Income Taxes to future Certified Financial Planners.
- Rotary Clubs
- Religious Organizations
- Community Organizations
- Educational Institutions
- Public and Private Corporations
Radio and TV Host
- Host and sponsor of “Tax Time Hotline” broadcast live on WRKL Radio AM-910 for six years.
- Co-Host and co-sponsor of “Financial Mobility”, broadcast live on TKR Cable TV for two years and on WRKL Radio AM-910 for six years.
MSNBC
- Appeared on MSNBC for a live 5-minute national interview.
RNN
- Appeared live on Rockland News Network explaining new Tax Act to shoppers at the Palisades Mall.
WWW