Excellence Awards

100+ Qualifications

EA
Enrolled Agents (EA)
AFSP
Annual Filing Season Program (AFSP)
CIA
Certified Internal Auditors (CIA)
SHRM
SHRM Professionals
CRTP
California Registered Tax Preparers (CRTP)
CMA
Certified Management Accountants (CMA)
CPP
Certified Payroll Professional (CPP)
HRCI
Human Resource Certification Institute (HRCI)
CPA/ABV
Accredited in Business Valuation (ABV)
CPA/PFS
Personal Financial Specialist (PFS)
CGMA
Chartered Global Management Accountants (CGMA)
CFP® (US)
Certified Financial Planner (CFP-US)
CFA
Chartered Financial Analyst (CFA)
CFE
Certified Fraud Examiner (CFE)
DE LPA
Delaware Licensed Public Accountant (DE-LPA)
CGFM
Certified Government Financial Manager (CGFM)
ChFC
Chartered Financial Consultant (ChFC)
ORTP
Oregon Registered Tax Preparers (ORTP)
CISA
Certified Information Systems Auditor (CISA)
CPA/CITP
Certified Information Technology Professionals (CITP)
IAP
Internal Audit Practitioner (IAP)
CISM
Certified Information Security Manager (CISM)
CRISC
Certified in Risk and Information System Control (CRISC)
ERPA
Enrolled Retirement Plan Agent (ERPA)
CWS
Certified Wealth Strategist (CWS)
TEP
Trust and Estate Practitioners (TEP)
CRMA
Certification in Risk Management Assurance (CRMA)
CFIRS
Certified Fiduciary and Investment Risk Specialist (CFIRS)
FPC
Fundamental Payroll Certification (FPC)
RICP
Retirement Income Certified Professional (RICP)
CDFA
Certified Divorce Financial Analyst (CDFA)
PMP
Project Management Professional (PMP)
CIMA
Certified Investment Management Analyst (CIMA)
CPA/CFF
Certified Financial Forensics (CFF)
CPWA
Certified Private Wealth Advisor (CPWA)
CICA
Certified Internal Controls Auditor (CICA)
CVA
Certified Valuation Analyst (CVA)
CTP
Certified Treasury Professional (CTP)
FSCP
Financial Services Certified Professional (FSCP)
MAFF
Master Analyst In Financial Forensics (MAFF)
Maryland Tax Preparer
Maryland Tax Preparer (MRTP)
QIAL
Qualification in Internal Audit Leadership (QIAL)
FRM
Financial Risk Manager (FRM)
IA LPA
Iowa Licensed Public Accountant (IA-LPA)
CGAP
Certified Government Auditing Professional (CGAP)
CLU
Chartered Life Underwriter (CLU)
ME LPA
Maine Licensed Public Accountant (ME-LPA)
CCS
Certified Controls Specialist (CCS)
CSA
Certified Senior Advisor (CSA)
CAP
Chartered Advisor in Philanthropy (CAP)
RMA
Retirement Management Advisor (RMA)
FPAC
Certified FP&A Professional (FP&A)
CASL
Chartered Advisor in Senior Living (CASL)
ChSNC
Chartered Special Needs Consultant (ChSNC)
CBA/MCBA
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
CPA (US)
Certified Public Accountants (CPA-US)
CLF
Chartered Leadership Fellow (CLF)

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Henry Montag CFP

henry@thetolicentereast.com

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Professional journey, skills, and background

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 Wall Street Week, Fox Business News & News 12. He’s provided CPE & CLE continuing education credits to NYSBA, ABA, AICPA, NYSSCPA, & the estate Planning Council. He co-authored an American Bar Association Flagship publication, titled; “The Advisors’ & Trustees’ Guide to Managing Risk” Released at Heckerling Jan 2017 I integrate with your current team of advisors and become a valuable resource in dealing with basic & advanced strategies regarding evaluating and properly maximizing & maintaining a client’s life Insurance portfolio.

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