Brad Muniz

Brad Muniz

Paoli,PA
  • 4.5 / 5
  • 6k+ Professionals Trained

Nominated for the following myCPE Awards

myCPE - Most Promising Personalities in Accounting 2021!
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Voting Closes On: August 31

Winner Announcements - September 22

About Speaker

Brad E. Muniz, CPA, Partner in Charge of Accounting and Auditing at Sobel & Company LLC, CPAs, Livingston, services businesses and individuals in the areas of accounting, auditing, tax and business consulting.  Brad has over 30 years of experience in the areas of financial reporting, tax compliance and planning for closely held businesses, SEC registrants, non-profit organizations, individuals, and strategic business planning.  Brad has significant experience in a variety of industries, including broker/dealers, real estate, technology/life sciences, retail, manufacturing, not-for-profit and SEC reporting.

A member of the New Jersey Society of CPAs since 1991. He has served on the NJSCPA Board of Trustees as president, secretary, treasurer and trustee. He served on the Finance, Committee Operations, Chapter Operations, NJ-CPA-PAC and Retirement Savings Plan committees;  and Education Foundation Board of Trustees. He has served as a member of the Scholars Institute Advisory Board; Strategic Planning and Volunteer Relations committees; Accounting & Auditing Standards Interest Group; and as a Scholarship Fund Board of Trustee. In the Morris/Sussex Chapter, he has served as president, vice president, treasurer and director.  He currently serves as Chair of the NJCPA Education Foundation and a member of the Professional Conduct Committee.

He is a member of the Allinial Global and has served on its CPE Committee and as vice chair of the Accounting & Auditing Committee.

In his community, Muniz is a board member for Stickley Museum at Craftsman Farms and served as treasurer for Family Intervention Services, and has served as a board member of for numerous other not for profit organizations, and member of the Knoll Golf Advisory Committee.

Muniz earned his B.A. in accounting from William Paterson University, where he currently serves on the College of Business Advisory and Advancement Board. He and his wife, Diane, reside in Parsippany.

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Agreed Upon Procedures
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Agreed Upon Procedures
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Prospective Financial Statements
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Prospective Financial Statements
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Going Concern - Implication in Accounting, Disclosure & Reporting
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Nonattest Services – What Are They and Why Do They Matter
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Nonattest Services – What Are They and Why Do They Matter
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4.5

  • 4.5

(4k+) Ratings

Excellent

2318

Very Good

1384

Average

199

Poor

10

Terrible

2

DT

david tropea, CPA (US)

Jan 22nd 2021

Relevant topics for the seasoned professional or someone who may want to expand their understanding. Good information and experience offered by instructor. Presenters were upbeat and passionate about instructors

AA

Ashraf Abdallah, CPA (US)

Feb 5th 2021

This course was exceptional because it deffreciated between concepts of Agreed Upon Procedures, Internal Auditiing, Consultancy, external audit,. Many thanks to the experienced and respected instructor.

MC

Margaret Christiano, CPA (US)

Nov 11th 2021

Great seminar for those in public practice that perform attest engagements. Reinforced the non-attest requirements to help with peer review compliance and documenting independence.

TG

Tracy George, CPA (US)

Oct 2nd 2020

This was great. I really appreciate that the speaker can make the webinar feel like a conversation rather than just a straight presentation of facts off of a slide.

RW

Randy Williams, CPA (US)

Jun 4th 2021

Interesting presentation. Presenter differentiated between prospective information and forecasting, clarifying the two similiar but distinct concepts.

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