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: Lesley Adamo Firm: Lowenstein Sandler P.C. Lesley works closely with clients, as well as her corporate colleagues, to understand clients' business objectives and help ensure that transactions are structured tax-efficiently. She provides counsel on a variety of transactional tax matters, including corporate, partnership, and individual tax i... Read More

Name: Timothy Adamson Firm: Citibank N.A. Tim Adamson supports Citi’s CSO, Val Smith, in helping with the bank’s sustainability strategy and priority initiatives and net zero goals as the organisation’s Chief Administrative Officer for Sustainability & ESG. Tim has acquired 14 years of experience in Risk Management in several roles, in... Read More

Name: Inibehe Adesanya Firm: Dr. Ini Adesanya, ACA,ACIT,CPA,CGMA,MST.Ph.D Dr. Inibehe (Ini) Adesanya is the president of INI ADESANYA CPA, PLLC, and also owns Global Tax Lady LLC. Dr. Adesanya has worked in various countries with conglomerates and multinationals, including banks and the entertainment industry. She also worked in public accounting before starting her prac... Read More

Name: Sarah Adkisson Firm: EisnerAmper LLP Sarah E. Adkisson is the Senior Manager of Tax Publishing in the firm's National Office. With nearly 10 years of tax experience, Sarah keeps an eye towards the future and is responsible for providing updates and analysis for federal tax legislation, new regulations, and trending tax topics. Her exc... 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: 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: Jorge Amador Firm: Jorge A. Amador, CPA ... Read More

Name: Todd Angkatavanich Firm: ArentFox Schiff LLP Wealth planning and preservation are central to Todd’s practice. He specializes in safeguarding and transitioning clients’ assets for future generations in a tax efficient manner by implementing vehicles such as Sales to Grantor Trusts, Grantor Retained Annuity Trusts (GRATs), Carried Interest Tran... 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: Marcus Aron Firm: U.S. Department of Labor Marcus J. Aron, CPA, CGMA Senior Auditor Office of the Chief Accountant U.S. Department of Labor Mr. Aron has over twenty-five years of experience in working with audits of ERISA-covered plans. He is responsible for the day-to-day implementation of EBSA’s CPA Firm Inspection Program, providing tech... 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 Mazars, 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: Judith Bachman Firm: The Bachman Law firm PLLC Judith is the founder of The Bachman Law Firm PLLC. The firm protects business clients and helps them grow. The firm provides counsel to a range of businesses including those with five employees or more with revenues of more than $3,000,000. Many of the firm’s clients are family businesses, real... 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: Betzaida Bailey Firm: Internal Revenue Service ... 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: 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: Jacalyn Barnett Firm: Law Office of Jacalyn F. Barnett Jacalyn F. Barnett, Esq. brings a wealth of knowledge and experience in matrimonial and family law, initially when she headed the matrimonial department at the law office of Shea & Gould prior to creating her boutique practice, The Law Office of Jacalyn F. Barnett, P.C. in 1993. Having testified as... Read More

Name: Jeanette Bax-Kurtz Firm: American institute of CPAs ... 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: 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: Charley Beever Firm: HBS Club of New York Charley Beever worked for 32 years in management consulting, retiring in 2015 as a Partner with PwC Strategy& (previously Booz & Company and Booz Allen Hamilton). He addressed strategic, organizational, operational, and financial issues with clients in the health care industry, including major glob... Read More

Name: Richard Bello Firm: Arootah In addition to being the Founder & CEO of Arootah, Rich serves as the COO of Blue Ridge Capital. He held senior positions at Ernst and Young, Tiger Management, and Morgan Stanley where he observed strategies to exceptional results. Rich has a BS in Economics from the Wharton School of the Univer... Read More

Name: Donalee Berard Firm: Berard & Associates, CPA's P.C ... 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: 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

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