Top Educators & Content Creators

Aaron Riedthaler, MBA, CPP is the senior accountant for a tech company based out of Australia but works remotely in the United States. Aaron is in charge of global payroll in several countries around the world. He also works as an adjunct instructor at an online university in the business department teaching business classes to undergraduate students. Aaron....

"A Certified Professional in Talent Development (CPTD) with a dual-title Ph.D. in Workforce Education & Development and Comparative International Education from the Pennsylvania State University. With over 25 years of experience in the learning and development field, the common thread that aligns my professional focus is the need to understand the challenges in cultivating an engaged and motivated....

A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average....

Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching. Her signature Q.U.E.S.T. training portal enables accounting firms to scale efficiently and reduce turnover, solidifying her....

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a full-time Senior Lecturer at the University of North Texas in Denton, Texas. She has also taught at the UNT College of Law as an adjunct law professor. Prior to her career in academia, Professor McLeod spent 18 in industry, working for a Big 4 accounting firm. a major....

As a leading IT & Software industry expert, Khare's innovative approaches and impactful results have set him apart from his peers. His commitment to enhancing employee productivity and optimizing the ROI of software investments has significantly advanced the digital transformation efforts of numerous organizations. Khare's notable achievements include improving the digital workplace experience for employees. He ensures companies....

Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key....

Hi, my name is Tony Curatola, Ph.D. and as an accounting and tax professor since 1981 I have had the opportunity to write and present tax issues impacting individuals and small businesses. For example, my research on the source tax has appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The New York Times.....

I am Arthur, a seasoned Business Intelligence Consultant with a proven track record in transforming complex data into actionable insights. With over a decade of experience in the industry, I leveraged data visualization and reporting tools to drive strategic business decisions. I collaborated with cross-functional teams to identify key performance indicators, streamline processes, and enhance operational efficiency. My....

I am a Real Estate Technologist with over a decade of experience in the Commercial Real Estate space. Currently, I oversee Business Development and Strategy for Nakisa’s Integrated Workplace Management products, with a particular emphasis on Real Estate Portfolio Management. Before joining Nakisa, I dedicated over six years to Ernst & Young, where I spearheaded substantial technology transformation....

Dr. Behnam Bakhshandeh, PhD. MPS, founder and president of Primeco Education, a coaching and consulting firm, is a seasoned business executive well-known as a dynamic writer, speaker, personal and business coach, and trainer with more than three decades of hands-on experience. He quickly achieves exceptional outcomes by combining his enthusiasm and imaginative leadership talents. Behnam delivers a wealth....

Hi! I am Bill Davidson and I have over 30 years experience in tax preparation and planning for ministers. I specialize in teaching and consulting wtih tax professionals who work with clergy clients. The Tax Code treats ministers in unique ways. It has been my experience that many clergy, their tax preparers/planners, and tax preparation firms in general....

Blaise is a seasoned leader with over 14 years of experience in Security Compliance and Risk Management within Healthcare and Financial Services. As the Healthcare and Financial Services Knowledge Leader/Director at A-LIGN, Blaise has spearheaded innovative approaches in navigating complex regulatory landscapes. With a unique background as a CPA, CISA, CITP, CCSK, and CCSFP, he has conducted numerous....

Brian is the CEO of One Stop CPA, a forward-thinking firm that focuses on tax planning, advisory and Client Accounting Services (CAS). Brian graduated from Florida Atlantic University with a Bachelor's in Accounting in 2010 and gained valuable experience working in medium sized firms before founding his own practice. Since founding the firm in 2017, Brian sought out....

Charles Henson is the Owner of Nashville Computer, the leading Cyber Security and IT Services firm, and SIREN Security an Incident Response and Compliance as a Service business. He gained recognition for his appearance in the Amazon Prime movie *Cybercrime*. Charles is a two-time International Best-Selling Author of *MSSP Playbook* and *Surviving The FTC Safeguards Rule* An International....

Chris is a Fellow of the Chartered Institute of Taxation and a member of the Society of Trust & Estate Practitioners. Having trained at Grant Thornton and previously qualifying as a barrister, he worked as lecturer at Mercia Group as well in several accountancy firms. He now works as a technical officer at the Chartered Institute of Taxation....

Colten Christensen is a dynamic speaker, educator, and leader with a passion for empowering individuals to reach their full potential. Colten spearheads the development of cutting-edge continuing education courses tailored for project management professionals. His multifaceted role encompasses curriculum design, instructional writing, and fostering an environment conducive to professional growth and development.

Hi, I'm Crystal Stranger, I have a JD of Law degree and I've been an Enrolled Agent (EA) for over 20 years. I am passionate about helping startups focus on their overarching goals while keeping a keen eye on the details and conducting realistic risk assessments. As CEO of Optic Tax, we are revolutionizing the realm of financial....

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include: • Microsoft Excel • Microsoft Access • Sage 50/Peachtree Accounting • QuickBooks Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations: • National Association of Certified Valuators and....

Highly personable payroll and tax expert with over twenty years of experience in US, Canadian and International Payroll. Talent for identifying process improvement and process documentation. Knowledge in US, Canada and International Payroll tax. Secured numerous ERP system implementations to include Peoplesoft, SAP and Workday. Support the payroll function through several company mergers, reorganizations and acquisitions Proficient in....

Debbie Cash, CPP is a Manager of TLM Implementation at G&A Partners. G&A Partners is a Professional Employer Organization (PEO) that offers payroll, human resources, benefits management, risk management, and accounting services for businesses. G&A Partners acquired Employer Advantage LLC (PEO) in February 2022. Debbie began working for the organization in 2006 as a Payroll Tax Specialist and....

Demi has over a decade of experience in Accounting, Finance Transformation, and Business Strategy. She is the founder of Zodem Consulting, a dynamic firm offering outsourced Accounting, Tax and Fractional CFO services to Small and Medium-Sized Businesses, helping them achieve financial clarity and sustainable growth. Before founding Zodem Consulting, Demi built an distinguished career with Deloitte across multiple....

Dena Davis, PHR has over 20 years of experience designing people-centered training and development programs to unlock high performing talent, build leadership skills, and increase levels of engagement, productivity and efficiency across teams. She is a lifetime learner, focusing on delivering engaging workshops that are needed in today’s ever changing business climate. She prides herself in “making it....

Hi, I am Denise Cicchella. I am a Certified Fraud Examiner, Certified Internal Auditor and Certified Construction Auditor. I received my MBA in International Business in 1996. I am an author, lecturer, expert witness and consumate educator. My books include: Construction Audit: Overview, Monitoring and Auditing, Essential of Construction Management, Effective Auditing for Corporates, and Construction Audit, Building....

A frequent speaker, instructor, advisor and writer on credit risk and commercial banking topics and issues, Dev is principal of Devon Risk Advisory Group and engages in consulting, speaking and training on a wide range of risk, credit, and lending topics. As former SVP and senior credit policy officer at SunTrust Bank, Atlanta, he was responsible for developing,....

A CPE instructor providing hundreds of hours of CPE training on an annual basis including some of the top rated CPE courses on multiple platforms.

Dr David Utzke is a researcher, developer, educator, and author focused on Distributed Leger Technology (DLT) Architectural Engineering, Digital Currency Alternative Payment Systems, Digital Asset Economics, Layer 2 Token Technology, Extended Reality (XR) technologies, Cybersecurity, Cryptography, Quantum Computing, AI Technologies, and Data Security and Analytics. Dr Utzke holds a doctorate in Financial Economics and Data Security, MBA in....

Dr. Drew Stevens, NSSA, AHIP, and IRMAA Certified, is an international financial educator for individuals seeking to optimize and understand retirement. Drew Stevens works with individuals who grapple with finances and transforms them into wealthy professionals with the liquidity and lifestyle they desire to live with profound longevity to create a legacy. Drew's journey in the financial world....

Dr. Knight's journey in the world of numbers began with a Bachelor’s degree in Accounting from LSU, followed by a Master of Science in Accountancy from the University of North Texas. His career took off at Deloitte and Touche, LLP, one of the prestigious Big Four accounting firms, where he not only honed his skills but also completed....

Esther Friedberg Karp is an internationally-renowned trainer, author, business consultant and speaker who has been listed as one of Insightful Accountant’s Top 100 QuickBooks ProAdvisors in the world for 10 consecutive years. She has also been named to their Top 10 list on two occasions: as Top International ProAdvisor and Top Trainer/Writer ProAdvisor. Based in Toronto, Canada, Esther....

Farhan Sadique is an Assistant Professor of Higher Education and Leadership at Kansas State University and serves as the Chief of Research at Rothwell and Associates. With expertise in human resource development and organization development, he completed his doctoral study at Pennsylvania State University and earned a Master of Science degree from Pittsburg State University. Celebrated for his....

Fran Ellington is a versatile professional specializing in HR, sustainability consulting, teaching, carbon literacy training, and marketing. In 2020, Fran led the development of TBLA's Environmental and Social Impact Service, conducting a thorough analysis of the company's social and governance profile. This included a complete carbon calculation, target setting, a carbon reduction action plan, and an impact narrative.....

Francine Friedman Griesing is the founder of Griesing Law, LLC, is a full-service women-owned and operated law firm based in Philadelphia, Pennsylvania with satellite offices in Arizona, New, Jersey, New York, and Ohio. She is a strategic advisor to executives and general counsel at the country’s largest institutions with 40 years of experience representing clients in business transactions,....

Garrett Wasny, MA, CMC, CITP/FIBP, is an artificial intelligence skills advisor to accountants worldwide and Director of the forthcoming AI Accounting Future Forum. This groundbreaking platform is set to revolutionize how accounting professionals engage with artificial intelligence. A former Price Waterhouse management consultant, Garrett has authored 60+ ebooks, delivered thousands of seminars and webinars to elite accounting enterprises....

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting. He resides at 15 Red Maple Drive in Etters, PA 17319 and can be contacted at gregory.holzel@outlook.com or 717-608-0368. Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023.....

Griffin Bridgers, JD., LL.M., is a partner with the law firm of Hutchins & Associates LLC in Denver, Colorado. Griffin specializes in estate and income tax planning for high net worth individuals. Griffin is also a frequent speaker and educator, both online and in person, and he provides tax and estate planning updates through digital media through his....

Henry Montag CFP, Managing Partner of The TOLI Center East in practice since 1984 with offices in L.I N.Y, has authored articles and acted as a source for NYSBA Senior Lawyer, NYSSCPA Tax Stringer, Tax Facts, Bloomberg’s Estates Gift & Trust Journal, Trusts & Estate Magazine, & The Wall Street Journal. He has appeared as a guest on....

Ian has been in the payroll profession for over 30 years, processing payrolls from all sectors, large and small. He moved from hands-on exposure in 2011 to becoming a consultant involved in educating the profession using experience and up-to-date knowledge to impart this information to UK professionals. However, this cannot be achieved without knowing how the profession works....

Hi, I'm Ilene Slatko, a financial planning and retirement planning professional. I spent 30 years in the financial services industry and have now spent the last decade putting my experience and knowledge to use in teaching others. As a former sales manager in a brokerage firm, my job was to educate brokers on listening to and advising clients,....

James Giacopelli is the President and Managing Member at Giacopelli Accounting, LLC specializing in small to mid-sized business development and tax services. His specific work has allowed him to concentrate on roles related to the arts and creative fields. Allowing him a unique perspective and approach to assisting these industries leaders. Consistently helping propel his clients to transformational....

Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Known....

Jean Mammen is the author of “1040NR? or 1040? U.S. Income Tax Returns for Visa Holders + International Organization and Foreign Embassy Employees”, 7th Classic Edition. She writes blog posts, seminars, and webinars on a variety of international topics affecting individuals. Her specialty is the income tax concerns of international individuals with a U.S. income tax filing requirement.....

Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA) and the founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. His marquee company is Badu Tax Services, LLC, which is a CPA firm that specializes in tax preparation, tax planning, and tax....

Jennifer F. Louis, CPA has over 25 years of 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, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training.....

Jennifer Hancock is the author of several best selling books and the founder of Humanist Learning Systems where she offers online personal and professional development programs for individuals and groups. She specializes in harassment and humanistic leadership. What makes her unique is that she teaches humanistic approaches grounded in dignity and compassion coupled with science based behavioral modification....

Jessie Seaman, Esq & EA, is a licensed Florida attorney and IRS Enrolled Agent. Jessie brings 15 years of state and federal tax controversy and representation to Liberty Tax clients. Prior to joining Liberty Tax as the Vice President of Tax, she worked in Chicago as a VP at Community Tax. She has overseen tens of thousands of....

Jimmy Le is a Senior Revenue Analyst at the Jacksonville Transportation Authority, specializing in revenue optimization and financial analysis. With expertise in forecasting, budgeting, and reporting, he supports strategic decision-making and operational efficiency. Known for his analytical acumen and collaborative approach, Jimmy plays a key role in advancing JTA’s financial goals. His work aligns with JTA’s mission of....

Since 2006, I've helped lead a boutique data analytics consulting firm that helps internal audit and finance people see and understand their data. Using commercial, off-the-shelf software like Tableau and PowerBI, we lead people and organizations up the learning curve so that they build repeatable and sustainable skills in data analytics and data visualization. We work with public....

John Paul Ruiz has spent more than 20 years as a consultant and trainer in the retirement and financial services industry. Prior to joining The Entrust Group, Ruiz served as the Vice President of Professional Development for Integrated Retirement Initiatives, LLC. His responsibilities involved developing and delivering retirement plan training to financial advisors as well compliance personnel to....

As someone passionate about privacy engineering and data protection, I firmly believe that learning is an enjoyable and continuous journey. Your contributions in this area are crucial, and I'm eager to learn more about your background, the skills you've honed, and your approach to maintaining privacy and data security. Let’s connect and explore how we can collaborate to....

You’ve Never Met a CPA Quite Like Me! See for yourself! Hard work deserves having the extras in life, which I learned at age 9 when I got my first job to buy Nike shoes. I graduated high school a year early to escape my childhood. I put myself through college, also graduating that a year early, so....

With over 20 years of experience in compliance training, I am passionate about helping professionals understand and apply complex regulations in their daily roles. I enjoy simplifying regulatory topics and seeing learners connect compliance with their responsibilities. As an educator at heart, I find fulfillment in fostering a culture of integrity and accountability. I couldn’t imagine doing anything....

As your clients and family age, do you want them to avoid: Institutionalization? Losing independence and control? Being a burden on family/friends? Financial hardship? Relying on government programs? I certainly do. Many years ago I learned what a 14-year long term care experience can mean. That's why I founded the Long Term Care Planning Network, Canada’s leading resource....

Keith Donnelly is a Teaching Assistant Professor of Accounting. His research lies at the intersection of theory and practice, and he is interested in issues related to substantive taxation, personal financial planning, accounting education, and study abroad. He has published articles in The CPA Journal, The Journal of Taxation, and Practical Tax Strategies. Prior to working in academia,....

I'm a CPA with over 20 years of progressive finance and accounting experience. I'm also a recognized author and reviewer of continuing professional education (CPE) courses for CPAs and other accounting professionals, having authored 170+ CPE courses (415+ CPE credit hours) for various organizations on a wide range of accounting, auditing, financial reporting, regulatory, and ethics topics. My....

Kenn is a top-rated instructor who has been leading dynamic, interactive and informative accounting programs for over 20 years. He has extensive experience teaching all levels of accounting, auditing, ethics, fraud, SSARS, and other practice-related subjects, and has presented to groups at all levels, from students to seasoned professionals. Kenn’s presentations focus on practical applications and include discussions....

I am a Certified Public Accountant (CPA), Enrolled Agent (EA), Personal Financial Specialist (PFS), Certified Financial Planner (CFP), United States Tax Court Practitioner (USTCP), and Accredited Estate Planner (AEP) . I have been a tax and financial planning professional since 1986 helping clients reach their financial goals. I really enjoy talking about tax. I speak nationwide to tax....

I have been a tax credits and incentives consultant for almost two decades. My team and I have helped thousands of businesses save hundreds of millions of dollars in taxes. We continuously update and educate CPAs across the country of the latest statute changes, IRS guidance, and case law updates pertinent to these incentives. Our mission is always....

Linda Lysakowski, ACFRE, MST-FS, CNC, CNE, CFP, is one of slightly more than 100 professionals worldwide to hold the Advanced Certified Executive title. I have been in the development profession for more than thirty-five years, have helped my clients raise more than $100,000,000 and have trained more than 100,000 professionals in-person and online. Linda is the 2024 winner....

Loren Fogelman is a keynote speaker and one of America’s top ranked business coaches. From 2018 to 2021, she continues to be recognized by HubSpot in its annual list of the world’s top 22 business coaches. She delivers talks and workshops across the United States at major conferences such as Inbound, one of the world’s most esteemed content....

Lynn Fountain has over 39 years of experience spanning public accounting, corporate accounting and consulting. 20 years of her experience has been working in the areas of internal and external auditing and risk management. She is a subject matter expert in multiple fields including internal audit, ethics, fraud evaluations, Sarbanes-Oxley, enterprise risk management, governance, financial management and compliance.....

Hi, I am Manish Gupta, CPA from india. I have over 15 years of experience in hospitality finance. Coaching and teaching is my passion. I am teaching on wide range of topics such as AI, finance, business & Management.

Hello, I am Marc Dombrowski EA enrolled agent. I have been lecturing for over 30 years on IRS and state individual and Business state tax liabilities. I received the NAEA presidential award for excellence in education as well as my commitment to helping tax professionals around the country.

Money and real estate have always been passions of mine. I started my career in the banking industry. After graduating from college, I went to work at one of the Big 4 accounting firms, Deloitte, to "earn my stripes" and later became a CPA. After working in this industry for some time, I’ve learned that even the best....

Meric Bloch is the Principal of Winter Investigations, a consulting firm specializing in workplace investigations design and implementation. Meric has designed, implemented, and managed workplace-investigations processes for multinational public companies. He has trained thousands of HR and compliance professionals to conduct workplace investigations. Meric has personally conducted over 800 internal investigations of fraud and serious workplace misconduct globally.....

Michael is a trial lawyer. He graduated Cum Laude from The Thomas M. Cooley Law School and Summa Cum Laude from the Thomas Jefferson School of Law with his Masters of Law in Taxation. Michael is known for his charismatic personality and his unyielding dedication to his clients. Michael spent the first five years of his legal career....

My name is Mike Miller, I have been an Oklahoma CPA for 14 years and in public accounting for almost 20. My specialty is in indirect taxes and I have a excellent specialty tax practice.

Michael is the owner of MIRANDA CPA & Consulting LLC located in Sioux Falls, South Dakota. He has over 48 years of professional experience including tax consulting, estate planning and employee benefits. His consulting practice includes niche areas and client representation before governmental agencies. He maintains an active speaking schedule on tax law, estate and employee benefit planning.....

Mike Morley is a Certified Public Accountant and a recognized authority in the field of finance with more than 25 years experience in finance, including SOX and IFRS implementation. An entertaining and informative speaker and trainer, Mike is the author of: “IFRS Simplified” which provides a jump start for accountants and finance executives who want to quickly and....

Miles Hutchinson is a CGMA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,700 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting,....

Nathan compassionately assists clients facing the inevitable challenges of aging, sickness, and death, by counseling clients on how to put the best estate plan in place for their needs. This involves guidance on what form of estate plan is most appropriate, whom to appoint as fiduciary of that plan (Power of Attorney Agent, Trustee, Executor), and what kind....

Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230....

Since 1993 award winning author and instructor J. Patrick “Pat” Garverick, CPA, MT, CFP® has been providing tax and financial training educational courses to business professionals through out the country. Pat is recognized as one, if not THE best tax instructor in the country.

I spent almost 20 years as a tax and estate planning lawyer, but I am retired from law practice. Along the way, I've served as a trustee and on the Louisiana Board of Tax Appeals for eight years, appointed by Governor Foster. I am a highly sought after speaker and consultant because of my innate ability to see....

Dr. Perry Moore is the Charles E. Frasier Chair of Accountancy at Lipscomb University. He is a CPA, CIA, and is Certified in Risk Management Assurance. A Nashville native, Perry graduated from Lipscomb with a degree in accounting and then completed graduate studies at the University of Alabama and the University of Georgia. Perry provides training for CPAs....

Peter has over 35 years’ experience in the financial markets and has managed treasury operations in financial institutions including Barclays, BNP, Ulster Bank and ACCBank. Peter is an expert in foreign exchange, interest rate and market risk and has implemented treasury processes and procedures for a number of financial institutions. Throughout his banking career he advised clients on....

Raymond Sheen, PMP® LSS BB, is president and founder of Product & Process Innovation, Inc. He is a veteran business leader with over 35 years of executive, functional, and project management experience working in GE, the US Air Force and as an independent consultant. Ray is author of the book, Guide to Building Your Business Case, published by....

Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors....

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC, working with nonprofits, donors, potential donors, and professional advisors. He is also the founder of The Philanthropy Guy, an emerging, leading-edge charitable giving resource hub featuring a bi-weekly podcast series, interactive website, live and virtual programming, and upcoming book. Rick is an honoree of....

Robbie is the Founder and President of Glantz & Associates, a 25+year old company offering Human Resources and Ethics Based Services in Organizational Development and Human Resources. She is a consultant, trainer, facilitator, educator and change agent. Robbie develops and delivers highly rated programs which qualify for CPE’s in behavioral ethics and are offered on multiple online platforms....

Ms. Terry-Washington currently has a consulting business, RTW Xxact Enterprises, LLC (WBENC/8A) specializing in the Accounting, Finance and Tax areas. Ms. Terry-Washington has worked in Controllership positions for over 20 years with a combined 30+ years of professional experience. Additionally, she is a Strategic Partner with Intuit software firm, Partner/CFO with CLC Stokes Consulting Group, LLC (Ohio based)....

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by Forbes as one of the 2024 America’s Top 200 CPAs, by CPA Magazine as one of....

After graduating with a second class first division honours degree in Economics from Queens University, Belfast in 1972 Robert trained as an Irish Chartered Accountant with Price Waterhouse, qualifying in first place in his final examinations in 1975. Subsequently he was employed as the Financial Controller of ICB, a subsidiary of Shell (UK) and as a personal assistant....

Robert Nordlander is a retired special agent who spent over 20 years with IRS-Criminal Investigation leading investigations into federal tax and money laundering violations both in the United States and internationally. As a sworn law enforcement officer, he conducted arrests, search warrants, surveillance, and undercover operations on large multi-million cases. He is currently the owner of Nordlander CPA,....

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant. As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement.  As well as delivering webinars for....

Ryan Standil leads training programs about effective written communication. The goal of these programs is to teach participants how to view their own writing from the perspective of their readers. By adopting the mindset of a reader, participants will be able to elicit positive responses from clients and co-workers. Before Ryan became a writing instructor, he worked at....

Dr. Sabine Charles, known as "The CPA Doctor," is a highly regarded expert in leadership, personal development, and education. She serves as the CEO of Charles Financial Strategies and TAPA Institute, where she brings her expertise to guide individuals and organizations toward success. With a background in research, teaching, and consulting, Dr. Charles has become a prominent figure....

Sarah joined the firm in 2019 with an extensive background in the nonprofit industry. She offers advisory services to nonprofit entities in the Austin/San Antonio region. Her career experience has centered on nonprofit entities, serving in various accounting and finance roles in institutions of higher education and religious organizations. Sarah has additional experience providing audit services for a....

Shane Lukas… • has worked with accounting business owners for over 25 years. • owns and runs AVN Inspiring Accountants, a membership organisation for accountants around the world who are passionate about growing their firms and delivering added value. • is an International Coach, enriching the lives of those accountants, their teams and their clients, by teaching them....

I 'm Shannon Hall. I've been working in the tax industry since 2008, beginning as an office manager and then moving on to become a firm owner and educator. My Long Beach, CA based firm serves clients with varied and exciting tax situations, and I am passionate about educating and empowering taxpayers. I have served on the board....

Sherré DeMao is founder of BizGrowth Inc, dedicating more than 30 years specializing in bringing new thinking, and next-level, next-idea solutions for entrepreneurs to realize exponential growth, preferential value, and marketplace leadership. A nationally acclaimed author, speaker, organizational growth expert, and impassioned researcher, she has been featured in Huffington Post’s Thrive Global as a Woman of the C-Suite,....

Stephen Abramson is the President and founding partner of APS Pension Services, LLC established in 1977, a mid-size consulting and actuarial firm employing twelve professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth....

"He has worked at the intersection of entrepreneurship, business leadership, technology, and education for over 25 years, resulting in a wide range of skills and experiences... Entrepreneur: Founder and CEO of two successful businesses: Appitur® Co. (EdTech) and CPE University (training for accountants). Advisor and investor for startups in food services, online retail, and technology. Business Leadership: Progressively....

Tim Kelsey, is a globally acknowledged expert in the international payroll arena. Tim is an honorary fellow of the Chartered Institute of Payroll Professionals, and is also a member of both the Irish Payroll Association and Global Payroll Management Institute. Widely published in the payroll press, Tim is also the author and course tutor for The Payroll Centre’s....

Tom Kirkham, the CEO and founder of Kirkham IronTech, is a visionary leader in the cybersecurity and managed IT services industry. With an extensive background in technology and business management, Tom founded Kirkham IronTech to address the growing need for comprehensive and proactive cybersecurity solutions. Under his leadership, the company has flourished, becoming a cornerstone in the tech....

Vicki M. Lambert, CPP, is president and academic director of The Payroll Advisor™ a firm specializing in training payroll professionals. With over 35 years of hands-on experience in all facets of payroll functions as well as over 20 years as a trainer and author, Ms. Lambert is a sought-after and respected voice in the practice and management of....

Vic Hartman is the Principal of The Hartman Firm, LLC, and a member of the Behavioral Forensics Group, LLC. He is a veteran FBI Special Agent of 25 years, an attorney, CPA, author, professor, and practitioner. Vic specializes in internal investigations, forensic accounting, and fraud mitigation consulting. Vic is active in the forensic accounting and fraud examination community.....

Hi – I’m a member of the NYS Bar since 1984 and admitted to practice before the US Tax Court. My experience spans all aspects of international tax and cross-border transactions. Appointed a contributor on Forbes covering US international tax issues, I made a name for myself in Asia and the Middle East as a go-to US tax....

I am Warren M Bergstein, Certified Public Accountant and Accredited Estate Planner. I am a Partner at Adelman Katz & Mond, LLC where i brought my practice in 2003, I service my own clients and head the firms extensive trust and estate division. I teach at New Jersey City University, Rutgers Business School and myCPE. I have many....