A program is only as good as the people who create and deliver it. That is why we have put the time and resources into ensuring our team of Accounting CPE and Professional Devlopment instructors are industry leaders.
Chris Beaulieu is Tax Director and a Partner with the firm of FSB&W, LLC. Chris has been a tax partner with over 30 years of experience working exclusively with private companies and their owners. Chris has worked with a wide range of industries, including manufacturing, distribution, professional services and auto dealerships. He has special expertise in the areas of entity structuring and restructuring to capitalize on favorable tax positions. Chris also has extensive experience in state and local taxation and dealing with state taxing authorities.
Chris has been a tax instructor for over 15 years. The last 10 years, Chris was an instructor for the national education programs of Clifton Gunderson and CliftonLarsonAllen. Prior to this, Chris was a professional instructor for Lorman Education Services and Surgent McCoy. Chris currently serves on the Board of the Illinois CPA Society and is Treasurer of First Folio Theatre in Hinsdale, IL.
Jim Blair is a 35-year veteran of the Social Security administration and co-owner of Premier Social Security Consulting. Jim has worked as a service representative (helping individuals who are having problems with their Social Security benefits), a claims representative (taking claims for retirement, survivors, disability, and health insurance), an operations supervisor, and a district manager running the Piqua, Ohio, Social Security office. He retired in January 2010.
Jim is a frequent speaker on Social Security for conferences and seminars and recently authored a Social Security handbook. He founded the National Social Security Advisor Certification program and developed the three-legged stool, resulting in maximum Social Security benefits.
Bernie Brown, CPA, licensed as a CPA in Delaware, is a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute. Bernie is a fractional CFO with Brown & Associates, LLC, a firm specializing in the improvement of small to mid-size businesses’ bottom lines through strategy, improved execution, and better team dynamics. With more than 30 years of experience as a CFO, VP of Finance, Treasurer, and Risk Manager, Bernie has participated in fast-growing multi-national businesses. He has significant hands-on experience with bank relationships, reorganizations, cost reductions, acquisitions, and divestitures.
Bernie has worked with Tyco International, Noel Group LLC, Nomaco Inc., and Holliston LLC. He is a graduate of Pennsylvania State University with degrees in Business Administration and Professional Accountancy, and has also taught Personal Finance 101, Health and Welfare Wellness seminars.
Bernie has been recognized as a leader in his local community and is the chairman of the Finance committee at St. Raphael’s Catholic Church, the Grand Knight for the local Knights of Columbus Chapter, and a Board Member of Jim White Foundation. He is also a member of Delaware CPA Society and American Institute of Certified Public Accountants (AICPA).
Don Paul Cochran, licensed as a CPA in Minnesota and Iowa, has practiced law in both states for over 39 years. He is currently in solo practice of law in Apple Valley, MN, on tax, estate planning, and small business organization and management. His professional experiences include being a CPA with the Small and Emerging Business practice of then Big 8 accounting firm, Touche Ross, in Bloomington, MN, the Vice President of Tax for an operating limited partnership, and CFO with privately- and publicly-held companies. He also worked as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company’s Annuity and Mutual Fund division, providing advanced planning support for financial advisors on issues of financial and estate planning for small- to medium-sized businesses and wealthy individuals.
Don earned his undergraduate degree and Juris Doctorate from the University of Iowa, Iowa City, IA. He is a licensed attorney in Minnesota and Iowa and maintains his license as a Certified Public Accountant. He has also attained the designations of CERTIFIED FINANCIAL PLANNER™ and Certified Retirement Consultant®.
Salvatore A. Collemi, licensed as a CPA in New York and New Jersey, is the Managing Member and Founder of Collemi Consulting and Advisory Services, LLC, where he relies on over two decades of global business experience to guide US and international public accounting firms, litigation attorneys, valuation experts, the C-suite, and related institutions that support the profession in order to promote and enhance audit quality.
His practice provides outsourced high-level strategic and technical accounting and auditing guidance. Services include a full range of US and international accounting and auditing consultations, technical reviews of financial statements and workpapers, AICPA Peer Review and PCAOB inspection preparation, perform internal inspections, customized CPE training, independence and ethics consultations, and so on.
Catherine Eason, CPA, is a licensed accountant in North Carolina and has worked in the public arena for 38 years in various roles as a college professor, accountant, continuing education presenter, and a fundraiser for several charitable organizations. She taught undergraduate and graduate courses in the McColl School of Business at Queens University of Charlotte for 13 years, undergraduate at the Citadel for 3 years, and continuing education courses in various states for tax and divorce issues. As a minister’s wife, she endeavors to help ministers understand and work through the complex issues related to clergy tax. She has extensive experience working with executive management and clientele in an environment of integrity and confidentiality where mediation and conflict resolution are priority.
Catherine currently serves on the Advisory Board of Florence Crittenton, an organization that serves at-risk teen parents and children. Catherine received her BSBA with a concentration in Accounting from Appalachian State University and her Masters of Science in Accounting at the University of Charleston.
Rich Ferdinand specializes in providing financial and general management services to the small- and medium-sized business markets (SMBs). He has served as Chief Financial Officer ranging from full-time, interim, or on a consulting basis for companies in various industries that are either early stage or mature, as well as those requiring turnaround assistance.
Rich is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation's Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. Rich is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of New Jersey, he graduated from Colgate University and received his MBA from the University of Chicago.
Allen L. Fetterman, licensed as a CPA in New York, has been a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, for 15 years. He lectures extensively throughout the country on not-for-profit accounting, auditing, single audits, tax-exempt issues, and governance. He has received the AICPA’s Outstanding Discussion Leader Award and has written articles published in national accounting periodicals on accounting and taxes for not-for-profit organizations.
Allen is a member of the AICPA and the NYS Society of CPAs. He has chaired the NYS Society of CPAs Not-for-Profit Organizations, Professional Ethics, Audit, and Quality Controls Committees and the AICPA Joint Trial Board. He also served as Vice President of NYS Society of CPAs. Alllen received his BBA in 1968 and his MBA in 1973. He was elected to Beta Gamma Sigma, the national honorary society in business.
John M. Fleming, licensed as a CPA in Pennsylvania, has served as the Director of Content Development for Kaplan Financial Education, powered by SmartPros, and also as President and Director of Accounting and Auditing for Kaplan Financial Education, powered by Loscalzo Institute. John retired on October 1, 2017. In retirement, John continues to provide seminars as a discussion leader on a part-time basis.
John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance.
John served as the 1999/2000 President of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA). In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession. In 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession, and community. John has also served as the 2002/2003 President of the American Accounting Association’s Mid-Atlantic Region.
Tom Gancarski is a consultant at a cybersecurity-focused CPA firm, where he specializes in data privacy, risk management, and security compliance engagements relating to SOC 2, GDPR, HITRUST, Privacy Shield, and similar regulations/frameworks. Prior roles include regulatory compliance and risk management positions at Deutsche Bank, HSBC, and BNY Mellon. He also worked as an auditor at a regional consulting firm.
Tom has spoken at cybersecurity events and seminars for CPA and CISO audiences on multiple topics including security frameworks, privacy, governance, and vendor risk management. He holds CPA licenses in Indiana and Alaska and is licensed to practice law in Massachusetts. Tom is also a Certified Information Privacy Professional/ Europe (CIPP/E), and a Certified Information Systems Auditor (CISA).
Robert Gilwee, licensed as a CPA in Maryland, is a tax partner in the accounting firm of Grandizio, Wilkins, Little & Matthews, LLP. He has over 35 years of practice experience in taxation. His primary areas of expertise are income, estate, and international taxation. He has previously held positions with PricewaterhouseCoopers, KPMG Peat Marwick, and Deloitte and Touche. His background includes assistance in resolving tax-structuring issues using LLCs, S corporations, and so on.
He is a frequent national discussion leader on a variety of taxation topics including Subchapters C, S, and K of the Internal Revenue Code. Robert was an adjunct professor of accounting at the University of Baltimore and was an instructor of accounting at Stevenson University. Robert is a recipient of the Top Manuscript Award from (then) Coopers and Lybrand. He is a member of the AICPA and the Maryland Association of CPAs.
Kenneth Heaslip, licensed as a CPA in New Jersey, has extensive experience teaching all levels of accounting, auditing, and in other practice-related areas. He is an active member of the NJCPA, where he has served in positions such as Vice President, Trustee Chapter President, Committee Chair, and Task Force Chair. Kenn currently serves on the NJCPA Professional Conduct Committee and is a Director at Cullari Carrico LLC, a regional CPA firm in Northern New Jersey.
Kenn has been a Professor of Accounting at several universities including Seton Hall, where he was the students’ choice as “Educator of the Year” two years in a row, and in the Executive MBA program at Rutgers University. In addition, he was the National Director of the Becker CPA Review. Kenn earned his BA from Rutgers University and has an MS in Taxation and MBA in Finance from Seton Hall University.
Bonnie Kennedy, licensed as a CPA in Rhode Island, is a Group Practice Leader for Kaplan Financial Education, powered by Loscalzo Institute, and has over 25 years of experience in the accounting profession. In her current role as a member of the faculty at Salve Regina University, Bonnie teaches a variety of accounting and financial management courses and has published articles in scholarly journals.
Bonnie began her accounting career with a regional CPA firm. She was involved in recruiting and training new staff and developed continuing professional education programs for the firm. After initial exposure to both taxation and attestation work, Bonnie eventually specialized in audits of manufacturing companies and not-for-profit entities.
As CFO and Controller of a closely-held manufacturing firm for over a decade, Bonnie was responsible for financial reporting, tax compliance, cost accounting, government contracting, budgeting, and cash flow management.
Bonnie holds a BS degree in business administration and MS degree in accounting from the University of Rhode Island. She is a member of the Rhode Island Society of CPAs, the Association of Certified Fraud Examiners, and the AICPA.
Rebecca Lee, licensed as a CPA in Alabama and South Carolina, is a Group Practice Leader for Kaplan Financial Education, powered by Loscalzo Institute, and a founding Principal with Brooke, Freeman & Lee. She serves as the assurance, quality control, and compliance principal with responsibilities for the audit practice.
She has served on numerous AICPA and state society committees, including the AICPA Management Consulting Service Professional Practice Subcommittee, Small Business Consulting Practices Subcommittee, and Council of the AICPA. She has chaired both the Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of CPAs. Rebecca currently serves on the Illinois Society of CPAs Peer Review Committee, which serves multiple state societies of CPAs.
Rebecca has served as professor of management accounting in the graduate studies (Master in Public and Private Management) program at Birmingham-Southern College. Rebecca holds a BS degree in accounting from Jacksonville State University, along with a master’s degree in Accounting from Birmingham Southern College. She is a member of the Alabama Society of CPAs, the South Carolina Association of CPAs, and the AICPA.
Joseph E. Manfré, licensed as a CPA in New York, is a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute. He is the Founder and President of Manfre CPA P.C., A Professional Corporation, located in Armonk, New York. While the services his firm offers to individuals and businesses are diverse, their specialization focuses on servicing the needs of multi- and single-employer employee benefit plans and labor unions. Joe is licensed in the State of New York and has been servicing the needs of single-employer and multi-employer benefit plans for most of his 40-year career in accounting. He previously was the chairman of the NYSSCPAS Employee Benefits Committee and has been a speaker on audits of employee benefit plans at their annual conference. Joe is also referred to by the NYSSCPA hotline for audit and tax related questions on employee benefit plans.
Joe’s experience and contacts in the employee benefits and labor industries prove invaluable to Benefit Funds Trustees and Management and Labor Executives, as well as to CPA firms with employee benefit plan audit and tax practices. His business and personal tax experience is also invaluable to individuals and business owners alike. Joe is a member in good standing of the AICPA, NYSSCPA, and the International Foundation of Employee Benefit Plans. He earned his BBA degree in accounting from Bernard Baruch College.
Mark D. Mishler, licensed as a CPA in Ohio, has ten years of experience as a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute. His professional career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer roles with publicly traded and private equity companies.
His experience includes auditing, SEC reporting, SOX compliance, IT, HR, strategic planning, risk management, and hedging for Breeze-Eastern, General Electric Healthcare, Amcast Industrial, Witco, Siemens Medical, and WR Grace. Mark currently provides fractional CFO services to small companies and project finance to large companies.
Mark has secured multiple debt and equity financings, including an IPO. He led global information technology ERP implementations and developed activity-based costing. Mark led accounting for 40 plants in 30 countries and led due diligence, negotiation, structuring, valuation, synergy realization, and integration for over 25 acquisitions.
Mark is Adjunct Professor of Management, Finance, and Accounting. He taught CMA review, graded the CMA exam, and wrote CPA exam questions. He is published in the Journal of Accountancy. Mark earned two BS degrees in chemistry and biology from Indiana University and his MBA from the University of Michigan.
James J. Newhard is a discussion leader of continuing professional education (CPE), teaching practitioner A&A and tax, professional and tax ethics, and small firm best practices. Jim has authored and provides technical review of several programs for Kaplan Financial Education.
Jim is a sole practitioner, providing tax (preparation and planning), accounting and reporting (review, compilation, preparation, agreed-upon procedures, U.S. GAAP adoption, implementation and application advisory and consulting), and advisory services to individuals, entrepreneurs, small- to medium-sized businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peered review practice (quality review certification) and consults for and assists small CPA firms/practitioners in “Pre” (preparing for) and “Post” (evaluation and remediation) Peer Review matters for financial statement and SSAE attest engagements, and assists as a Quality Review service for pre-issuance reviews.
Jim is a member of the AICPA (PCPS and Taxation Member) and the PICPA. He is a Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), and serves on several PICPA committees.
Randy C. Newton, licensed as a CPA in North Carolina and South Carolina, is president and founder of Newton CPA, PLLC. Randy’s area of expertise is in Corporate, Partnership, and Individual Income Tax Preparation, utilizing a proactive tax planning model that streamlines, simplifies, and works to reduce tax liabilities for small taxpayers. In addition, he specializes in IRS representation work plus tax planning and research. Prior to the creation of his own firm, Randy worked with First Union National Bank (now Wells Fargo) in their Corporate Accounting and Capital Markets Divisions.
Randy received his accounting degree, Cum Laude, from Appalachian State University in 1992 and is a member of Phi Kappa Phi National Honor Society. Randy is a CVA whereby he can place a certified value on closely held businesses for business owners seeking to sell, buy, merge, or go through an ownership change.
Randy is a member of the North Carolina Association of CPAs (NCACPA), former two-time President of the Charlotte Chapter of the NCACPA, and an active member of the American Institute of CPAs (AICPA).
Mark J. Patrick, licensed as a CPA in Ohio, is a Principle with Packer Thomas, a leading regional certified public accounting and business consulting firm. He has 28 years of experience specializing in taxation and has developed expertise in corporate and partnership tax issues. In addition, he has extensive knowledge in business valuations and litigation support. Mark is a strong proponent of “face-to-face” involvement with his clients in order to provide proactive planning and to take advantage of new developments in the tax law.
Mark is a presenter of CPE programs for Kaplan Financial Education, powered by Loscalzo Institute. He receives outstanding ratings for Current Federal Tax Developments, Debt-Related Tax Issues, Partnership Taxation, S Corporation: A Complete Guide, and Tax Staff Training programs. Mark presents tax conferences with great enthusiasm for the tax law and the profession of public accounting. He has also had articles published in various state society magazines and other tax publications.
Mark is a member of the American Institute of CPAs and The Ohio Society of CPAs. He is a graduate of Benjamin Franklin University in Washington, DC.
David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. He has over 14 years of experience in financial services, including 3 years in the hedge fund industry and 6 years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com, a position he held for over 3 years. He is an Adjunct Professor in Accounting & Finance at Winthrop University in Rock Hill, SC, and a National Instructor for the AICPA. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the US. He holds four masters’ degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co‑author of the 2018 Virginia CPA Ethics course—a required course for all CPAs licensed in the Commonwealth of Virginia.
Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.
Nick Preusch’s primary focus is performing tax services for high wealth individuals and mid-to-large business entities. Nick’s responsibilities include tax research related to complex business transactions and tax return preparation and review. He also works closely with businesses and individuals to find tax efficiencies through ever-changing tax legislation.
He was also an Internal Revenue Service (IRS) attorney at the IRS National Office in Washington, DC, where he was the lead attorney for several significant tax ethics cases.
Nick co-authored Tax Preparer Penalties and Circular 230 Enforcement, a textbook published by Thomson Reuters. He has also been published in the AICPA’s Tax Advisor and Journal of Accountancy along with CCH’s Journal of Tax Practice and Procedure. In 2017, he was named one of the VSPCA’s Top 5 Under 35. In 2018, he was named to CPA Practice Advisor’s Top 40 Under 40. In 2018, he was part of the AICPA’s New Face of Tax ad campaign.
Nick is a licensed attorney in New York and a Certified Public Accountant in Virginia. He earned an LLM in Taxation from Georgetown University, a JD from Case Western Reserve University, and an MS in Accounting from the University of Connecticut.
J. Michael Pusey is National Tax Director with Rojas and Associates, CPAs. Mike has a BBA and Master of Science in Accounting from Texas Tech where he graduated with honors. He planned to be an accounting professor and worked a year on the PhD at the University of Arizona before beginning his career at KPMG Peat Marwick. Mike won an award for high grades on the CPA exam.
Mike worked in National Tax, Washington, DC, for Laventhol & Horwath. He worked seven years in National Tax for Grant Thornton in Chicago and Los Angeles, where he coordinated tax research and wrote the firm’s tax publications. Mike served as Assistant Tax Director, coordinator of the Big Case IRS exam, at a NYSE financial institution where he was promoted to Vice President prior to starting his own practice.
Mike has written or contributed to four tax books and a finance course, including the AICPA Tax Study, Tax Planning Techniques for Individuals. He wrote a book on a type of charitable trust and was guest editor of the Arthur Andersen publication on charitable planning. He works and writes in practically all areas of taxation.
Joel Rosenfeld is a managing partner of JIR Consulting Co, LLC, in West Orange, New Jersey, providing consulting to the real estate industry. Joel was an Adjunct Assistant Professor at NYU, Schack Real Estate Institute, Graduate Program. Presently, Joel is an Adjunct Assistant Professor at Fordham University, teaching real estate taxation in the Graduate School. Joel was a CPA for 43 years with extensive experience in real estate accounting and taxation. Joel serves as a special consultant to the New York Times on real estate matters. Besides teaching at NYU, Joel has previously presented programs for AICPA conferences and NAIOP seminars. He is a licensed New Jersey instructor, providing CPE to commercial real estate brokers/salespersons and has been published in multiple real estate publications and is the author of Principles of Real Estate Accounting and Taxation, a textbook used by many universities.
Joel is a past member of the AICPA, the New Jersey Society of CPAs, having served as chairperson—AICPA National Real Estate Conference, National Tax Committee, the National Association of Office and Industrial Parks and N.Y.U. Real Estate Conference. He was a member of the New Jersey State Society of Certified Public Accountants Professional Conduct Committee, the Counselors of Real Estate, a board member of Fairleigh Dickinson University’s Center for Real Estate Studies, and a Trustee with the National Association of Office and Industrial Parks.
As the former Education Director for Crowe Horwath International, Howard provided leadership on audit methodology, the CaseWare CH International Audit Template, training initiatives and accounting and auditing technical support to the CH International members.
Immediately prior to joining CH International, Howard was a Business Assurance Partner at Moss Adams. At Moss Adams, Howard was a member of the firm’s International Services Group, IFRS Core Training Group, and Quality Control Coordinator for the Los Angeles office. Howard serves on the CalCPA Accounting Principles and Assurance Standards Committee and has extensive experience in accounting, auditing, and consulting to middle-market companies.
During his 50-year career as an auditor, including over 30 years as an audit partner, Howard was CPE Director for a national CPA firm, an instructor at USC, on the faculty of two of the largest CPA review courses, and authored and facilitated numerous firm and CPA Society education programs. Howard was also a founding member of the AICPA Employee Benefit Plans Audit Quality Center Executive Committee.
Nina Sorelle, licensed as a CPA in New Jersey and Pennsylvania, is a Partner with Bowman & Company LLP, and is also a Certified Fraud Examiner. She holds a BS degree in Business Administration, Summa Cum Laude, from Glassboro State College (currently Rowan University). Nina received a Certificate of Educational Achievement in Governmental Accounting and Auditing from the American Institute of Certified Public Accountants. She also received the Advanced Single Audit Certificate from the AICPA.
Nina's career includes extensive experience with audits of health care organizations, private schools, various not-for-profit organizations, and governmental entities, including municipalities, school districts, and authorities, with an emphasis on audits conducted in accordance with Government Auditing Standards and the Single Audit Act. Nina is also the lead partner on engagements involving reporting on controls of service organizations (SOC 1 and 2 reports).
Nina is currently serving on the Peer Review Executive Committee of the New Jersey Society of Certified Public Accountants and has formerly served as a member of the AICPA Peer Review Board. Since 1990, Nina has performed hundreds of peer reviews. She also provides pre- and post-issuance review and consulting services to other CPA firms.
Dr. Sean Stein Smith is an expert and sought-after speaker focusing on the intersection of financial services, blockchain, and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications.
Sean is a member of the Advisory Board for the Wall Street Blockchain Alliance, which coordinates with the AICPA in developing standards and reporting frameworks in this emerging area. Sean continuously works with, and consults for, the AICPA and several professional training organizations in the creation and delivery of blockchain and cryptocurrency related content. Additionally, his analysis and thought leadership in the blockchain and cryptocurrency area has been featured in dozens of articles, including a 2018 feature article in the CPA Journal. Sean has given dozens of presentations of blockchain technology, both domestically and internationally. He is currently under contract to publish two books focusing on blockchain applications for financial services and other industry sectors.
Marci Thomas is an author and presenter on various not-for-profit, auditing, internal control, healthcare, and governmental topics to nonprofits, CPA firms, and state societies of CPAs around the country. She also writes and teaches courses in governance, financial management, grants accounting, strategy, and various operational topics. Marci is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel. She works with numerous accounting firms, performing quality control and efficiency reviews and with nonprofit boards on strategic planning, internal control, and governance issues.
Marci serves on the North Carolina Association of CPAs Not-for-Profit Committee and in several community boards. She is the author of books on healthcare finance and governance.
Dale Tuttle is a partner and the Practice Leader for Withum Digital, part of the Advisory group at WithumSmithBrown. Dale has more than 20 years of experience building and operating information technology services firms. At Withum, he works closely with other partners to grow Withum’s cloud-focused IT consulting business. Areas of specialty include Office 365, data analytics, robotic process automation, and advanced solutions such as artificial intelligence and machine learning.
Prior to joining Withum, Dale was COO for Portal Solutions, an information technology consulting firm based in the Washington, DC, area. As COO, Dale worked closely with the CEO to establish overall strategy and implement plans to achieve the strategic goals of the firm. Before embarking on an IT career, Dale served as a Visiting Lecturer at Hood College on Comparative Politics and a Visiting Assistant Professor at Virginia Tech teaching Comparative Politics and International Relations.
Dale holds a bachelor’s degree from SUNY Geneseo and a dual master’s and PhD from the University of Maryland at College Park.
Stanley P. Wirtheim, licensed as a CPA in New York and Florida, has been in public practice his entire career. Formerly a partner at a Long Island-based accounting firm, he headed the SEC practice and was the firm’s quality control manager.
In 1997, Stanley opened his own firm, Stanley P. Wirtheim, CPA, located in Great Neck, New York. The firm’s client base consists of family-owned businesses and high net worth individuals including real estate, professional practices, manufacturing, and tax preparation. He formerly served as a peer reviewer and during his career has assisted in taking six clients public. From October 2004 through December 2015, Stanley also served as the chief financial officer for Kaplan Financial Education, powered by SmartPros, where he was responsible for all SEC and tax filings.
Stanley is an instructor for Kaplan Financial Education, powered by Loscalzo Institute, and brings over 45 years of experience with him. He teaches topics such as compilation and review, FASB updates, and analyzing financial statements.
Christa M. Yantis, licensed as a CPA in South Carolina, is a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, and member with Moss & Yantis CPA PA, focusing on the performances of attest engagements, including the audits of employee benefit plans and non-profit organizations. She is also an adjunct professor at the Citadel Military College of South Carolina.
Christa is a member of the South Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. She received her Master of Accountancy and Bachelor of Business Administration degrees from the University of Georgia. In addition to being a Certified Public Accountant, Christa is also a Certified Fraud Examiner (CFE) and holds the Certified Employee Benefits Specialist (CEBS) and Associate of Captive Insurance (ACI) designations.
Edward K. Zollars, licensed as a CPA in Arizona, is in public practice in Phoenix, Arizona, as a partner with the firm of Thomas, Zollars & Lynch, Ltd. He specializes in tax issues for closely held businesses and individuals. He has served on committees with the AICPA Tax Section and currently serves on the Arizona Society of CPAs legislative tax liaison committee.
Ed has published tax podcasts on tax matters, currently producing the weekly audio and video Current Federal Tax Developments podcast on current tax matters for Kaplan Financial Education and the related blog with regular tax updates throughout the week.
Along with writing, editing, and presenting courses for the past 14 years, Ed has written articles published in Practical Tax Strategies and The Tax Adviser. He is a frequent contributor to a number of online professional tax discussion groups, starting as the Sysop of the AICPA’s Accountants Forum on CompuServe in the 1990s.