FAE Speakers

Name: Thomas Abendroth Firm: ArentFox Schiff LLP Deep knowledge of the tax law and estate planning techniques is critical for any private client’s attorney. Tom pairs that knowledge with a strong sense of empathy that allows him to quickly discern the sensitive family issues that a client needs to address in his or her estate plan. Tom counse... Read More

Name: Stephen Abramson Firm: APS Pension & Financial Services Stephen Abramson is the President and Founder of APS. He has taught professional-level education programs for the American Society of Pension Actuaries and lectured to professional groups including the Nassau Bar Association, the NYS Society of CPAs, the National Conference of CPA Practitioners, th... Read More

Name: Nikhil Aggarwal Firm: Deloitte & Touche LLP ... Read More

Name: Frank Agostino Firm: Agostino & Associates Frank Agostino, Esq., Agostino & Associates PC, Hackensack, NJ, is the founder and president of Agostino & Associates, P.C. Prior to entering private practice, Mr. Agostino was an attorney with the Internal Revenue Service’s District Counsel in Springfield, Illinois and Newark, New Jersey. He also... Read More

Name: Abigail Ahern Firm: Floyd Advisory LLC Abigail Ahern is a Manager at Floyd Advisory. She has forensic accounting experience, including in internal investigations, litigation services and transaction advisory services (including closing statement reviews and postacquisition disputes). She also has experience evaluating internal control e... Read More

Name: Ash Ahluwalia Firm: OneTeam Financial LLC Ash Ahluwalia is the head of Social Security planning at OneTeam Financial. With nearly thirty years of experience, he is one of the nation’s foremost experts on Social Security and oversees the development of claiming strategies to maximize retirement income benefits. Social Security is the la... Read More

Name: Mathieu Aimlon Firm: Aimlon CPA P.C. Mathieu Aimlon is a certified public accountant in the U.S. and in France at AimlonCPA P.C., a full-service certified public accounting firm in New York, NY, serving business owners and companies in the US & Europe with year-round accounting, audit, tax and advisory. He has education in business, b... Read More

Name: William Allen Firm: Surgent McCoy CPE LLC Dr. William H. Allen Jr. opened his own accounting firm (Allen & Associates, CPA) in 1984 and he still manages the firm’s overall day-to-day operations. His particular expertise lies within the areas of taxation and attest functions, which include auditing, compilations, reviews, and other services... Read More

Name: Gregory Altman Firm: Unknown Industry/Commerce Company Gregory J. Altman, CPA, is the Director of Finance and Operations at Health Sciences Charter School in Buffalo, NY. Prior to joining the school, he was the CFO of Somerset Capital Partners in Williamsville, N.Y. for approximately 15 years. He has been a member of the Society since 1989; and is a... Read More

Name: Philip Antico Firm: WithumSmith+Brown P.C. Philip Antico is a partner based in Withum, Smith + Brown, PC’s New York City office with more than 16 years of experience in public accounting. He provides audit, accounting and tax services to a diversified group of clients in both the private and public sectors, including broker-dealers, private... Read More

Name: Edward Arcara Firm: Edward L. Arcara, CPA P.C. EDWARD L. ARCARA, Sole Practitioner, Edward L. Arcara, CPA PC, Buffalo, N.Y. Member of the Society since 1986; member of the Buffalo Chapter. STATEWIDE: Currently serving on the Board of Directors as a Director at Large. Current member of the Audit Committee. Past member of the Continuity of Practi... Read More

Name: Elizabeth Attanasio Firm: Accounting & Compliance International Ms. Attanasio received a Bachelor’s Degree in Accounting from St. Johns University in 2001. She is a Certified Public Accountant, Financial Operations Principal (Series 27, 99), and Certified Anti-Money Laundering Specialist. She has had extensive training in public accounting and auditing for over... Read More

Name: Arthur Auerbach Firm: Arthur Auerbach, CPA ... Read More

Name: Arthur Auerbach Firm: Surgent McCoy CPE LLC Arthur Auerbach, CPA, CGMA is an independent tax consultant located in Atlanta, Georgia, specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a consultant. He is a member of the Georgia, Virginia, ... Read More

Name: Chad Avink Firm: FORVIS LLP Chad has more than 15 years of experience in public accounting. As a member of Forvis Mazars National Not-for-Profit Group, he provides audit and review services to a variety of not-for-profit clients, including foundations, membership organizations, religious organizations, and other not-for-profi... Read More

Name: Azriel Baer Firm: Farrell Fritz P.C. Azriel Baer is a trusts and estates attorney counseling high-net-worth individuals and families. Clients turn to Azi for increasingly complex estate planning matters, as well as trust and estate administration. He often works with multiple generations of families, as well as family business owners,... Read More

Name: Nina Bahazhevska Firm: NCheng LLP Nina Bahazhevska, CPA is a partner and the lead of Quality Control at NCheng LLP. With over 20 years exclusively dedicated to serving a diverse array of NFP organizations—from social services and cultural institutions to educational entities and religious organizations—Nina has carved out a niche a... Read More

Name: Steven Baierlein Firm: Deloitte & Touche LLP Steven K. Baierlein is a senior manager within Deloitte's Audit & Assurance business in New York. Previously, Steven spent two years on secondment in London, United Kingdom. Steven supports Deloitte's Financial Services industry and has over ten years of experience serving a number of Deloitte's ... Read More

Name: James Bandoblu Firm: Hodgson Russ LLP Jim practices in a wide range of domestic and international tax areas. Jim is the leader of the firm’s Tax Dispute Resolution Practice and he regularly assists clients with tax controversies with the Internal Revenue Service and the New York State Tax Department, including in domestic and offshore... Read More

Name: Lauren Baptiste Firm: Acheloa Wellness Lauren Baptiste is enhancing today’s work culture with a simple strategy: prioritize well-being as the "hardest-working" professionals climb the corporate ladder. As a life coach and consultant on a mission to help women level-up at work and at home, Lauren brings more than 13 years of experience i... Read More

Name: Robert Barnett Firm: Capell Barnett Matalon & Schoenfeld Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate’s Court practice,... Read More

Name: David Barral Firm: Northern Trust David M. Barral is a Sr. Wealth Advisor at The Northern Trust Company in New York City. Prior to joining the firm, he worked for a large regional CPA firm in New York City, with a focus on individual tax compliance and advisory services. He is a CPA licensed in the state of New York, a CERTIFIED FI... Read More

Name: Crystal Bean Firm: TIAA ... Read More

Name: Neil Beaton Firm: Brueggeman & Johnson P.C. Neil Beaton is a Managing Director with Alvarez & Marsal Valuation Services in Seattle. He specializes in the valuation of public and privately held businesses and intangible assets for purposes of litigation support (lost profits claims, marriage dissolutions and others), acquisitions, sales, buy-... Read More

Name: Paul Becht Firm: Baker Tilly US, LLP Paul’s practice is focused on helping business owners keep more of the money they make and increase the value of their business. He is a trusted advisor who also oversees audits and reviews of companies in a variety of industries, including real estate, manufacturing and distribution, the service i... Read More

Name: Rafael Beck Firm: Integrated Solutions Rafael Beck is based at Integrated Solutions’? Boca Raton, Florida office. Among his responsibilities, Rafael coordinates and supervises a specialized team of CPAs, portfolio accountants and bookkeepers who handle the financial activities and reporting of the firm’s asset management, broker-dealer ... Read More

Name: David Becker Firm: Time Equities Inc. David Becker oversees all Equity Department personnel and capital market strategies including institutional equity, strategic joint ventures, family offices, tax exchanges, and a series of investment funds offered throughout the Broker-Dealer financial advisory community to high-net-worth invest... Read More

Name: Barbara Bel Firm: PKF O'Connor Davies, LLP Barbara E. Bel is a Tax Partner of the Firm providing tax and management advisory services for 30+ years. She specializes in providing tax and planning advice for privately held companies across a wide range of industries serving small to middle market clients, individuals and families. Barbara con... Read More

Name: Evgenia Belyavski Firm: PKF O'Connor Davies, LLP ... Read More

Name: Warren Bergstein Firm: Adelman Katz & Mond LLP Most people's finances are pretty complex, so they don't always stop to consider all the elements and how they work together. I'm proactive about bringing these things to my clients' attention - no matter what time of year it is. More than forty years of practice in tax planning, estate and trust a... Read More

Name: Shari Berk Firm: S. E. Berk CPA P.C. After graduation from college, Ms. Berk worked in the field of public accounting for various Certified Public Accounting firms. She then co-founded Berk & Berk, CPA PC, a Public Accounting and Tax Practice in New Jersey, with her father in 1988. After Mr. Berk passed away, Ms. Berk formed S E Berk ... Read More

Name: Robert Berry Firm: The Knowledge Institute ... Read More

Name: Nathan Berti Firm: Hodgson Russ LLP Nate, a second-generation estates and trusts lawyer, concentrates his law practice in all aspects of estates and trusts law. He helps a wide range of clients (primarily high-net-worth individuals and families, business owners, entertainers, managers and executives of investment firms, real estate d... Read More

Name: Andrew Besch Firm: Hodgson Russ LLP Andrew is a member of the firm’s Trusts & Estates Practice, where he assists clients on a wide range of estates and trusts matters. His area of focus includes planning for complex estates, tax planning, and counseling fiduciaries and beneficiaries on estate and trust administration, including conte... Read More

Name: Jeffrey Bilsky Firm: BDO USA, LLP Jeff is a Senior Director in BDO’s National Tax Office focusing on partnership taxation. He has more than 20 years experience providing tax services to private equity funds, capital management investors, complex operating partnerships and Real Estate Investment Trusts. Examples of services provided... Read More

1 2 3 4 5 6 7 8 9 10 ...