Contact us:

lawallach@aol.com

Tel: 516-938-5007

Fax: 516-938-6330

FinanceExperts.org is the association for the leading authorities in the fields of Accounting, Law, Taxation, Finance, Insurance and related fields.

Some of our prominent members include Lance Wallach, the National Society of Accountants Speaker of the Year and best selling financial author; Ira Kaplan, ESQ., CPA who is the leading legal expert on welfare benefit plans; Gary Garland, ESQ., a recognized authority on Trusts and Estates, and Ronald Noll, MS, CPA, CEA, the past president of an accounting society who helped Congress write the Taxpayer Bill of Rights.

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FEATURED ARTICLE:

Advisers Staring at a New “Slew” of Litigation from Small Business Clients

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FEATURED EXPERTS SPOTLIGHT

We have selected a handful of our numerous prestigious members to be featured experts.

Lance Wallach

Ronald L. Noll

Ronald L. Noll, MS, CPA, CEA

~ Helped Congress Write the Taxpayers Bill of Rights
~ CPA and Investment Advisor for 40 Years
~ Past National President of Accounting Society
~ Author of AICPA Course on Taxation and Use  of Private Annuity Trusts
~ Real Estate Tax Expert and Investor
~ Expert in Wealth Accumulation, Perseveration and Transfer

Jonathan E. Gopman, Esq., J.D., LL.M

• Jonathan’s practice focuses on sophisticated wealth accumulation and preservation planning strategies for entrepreneurs.
• Jonathan has substantial experience in assisting high net worth families with international and domestic estate planning, implementing foreign trust structures, business planning and general tax planning.
• He is AV rated by Martindale Hubbell.
• Jonathan is the co-author of the revised version of the BNA Tax Management Portfolio on Estate Tax Payments and Liabilities. Also has been interviewed for, and quoted in, a number of articles published in well known publications.

Alfred Giovetti

• Certified Public Accountant
• Governor of District III for National Society of Accountants, chaired Awards committee
• Elder Care Specialist
• Host, Writer, Owner and Producer, The Computer Show, half-hour television show devoted to computers and technology, first aired in 1995 on Sergio Bosco’s OMNI Telenet Cable and Broadcast Network
• Vice President, WINQ Television, Palm Beach, Florida

David Crouch

• David J. Crouch Is a Financial Adviser, Registered Investment Advisor and the sole owner of a registered investment advisory firm. Mr. Crouch devotes his time to helping clients in the various issues.
• Since 1996 Mr. Crouch has conducted and produced fact-filled retirement planning seminars for retirees, estate planning, elder law attorneys regarding trusts, probate issues, estate tax issues and planning seminars for the Environmental Protection Agency (EPA)
• Mr. Crouch helped his clients by uncovering hundreds of thousands of dollars in Hidden Equity and hidden income; increase Guaranteed Income, active management strategies minimizing losses and lock-in superior profits.
• He has also can help reduce your taxes, reduce your fees and expenses, maximize the value of your IRA, 401k Plan or any other retirement plan and Long-Term Care Solutions providing his client with peace of mind instead of worry.

Ira Kaplan, Esq., CPA,MBA

• One of America’s leading authorities on  419 and 412 plans
• Expert on fighting IRS fines and penalties, and Circular 230 fines for accountants. Contributor to Lance’s Circular 230 book, recently published by the American Institute of Certified Public Accountants, and to many of Lance’s numerous other books
• Expert on arbitration hearings and on lawsuits related to bad financial products described and regulated by Sections 419 and 412 of the Internal Revenue Code

Russ Thornton

• Leading Georgia Financial Planner
• Accredited Investment Fiduciary (AIF)
• Certified Wealthcare Analyst

Mark Boehm, MBA, CWPP™

• Asset Protection, Tax Reduction, Insurance Planning Specialist
• Client-centered (fiduciary) Advisor
• Medical Society Journal Author, Lecturer

Jonathan Silverberg

• Independent financial specialist concentrating on medical, dental and vision insurance. Wife is a Pediatrician.
• Former assistant commissioner for city of New York.
• Assistant executive director of Long Island Golf Association.

Tracy Forrester

• Experienced Financial Analysis. Various awards including Six Sigma Black Belts.
• Saved $26M by reducing cycle time by 66%. Revamped process at T-Mobile to increase roaming profitability by 10%.

Janice H. Eiseman, Esq.

• Janice focuses on the taxation of closely held businesses and tax planning for owners and investors.
• She has broad-based experience counseling clients on the formation, ownership and structuring of various business entities, as well as drafting and negotiating tax-based and transactional documentation for both individuals and business clients.
• She has also done work before the IRS and the NYS department of Taxation and Finance.

Aaron Skloff, AIF, CFA, MBA

• Finance teacher, MBA from NYU Stern School of Business, author and lecturer.

Vernon Williams

• Financial educator for over 20 years.
• Author of two personal finance books.
• National speaker and trainer.

William Kalmer, CLU, Ltd

• Leading authority on esop repurchase funding and stock redemption.

Perry L. Smith, ChFC, CWPP™

• Helps people accumulate and retain wealth.
• Assists high-net-worth individuals, professionals and business owners design and develop asset protection plans, asset and estate planning and tax strategies.
• Leading authority on retirement planning and a college planning specialist.
• Leading authority on Alternative Investments specializing in Managed Futures and Oil and Gas.

Stephen A. Oliver  CSA,RFC,CCPS,CMFC, CRPS

Paul Shepard

• 30 years experience as an Executive Search Consultant

• Very diverse domain expertise in a variety of vertical and horizontal sectors, including, but not limited to: Audit, Tax, Financial Institutions, Estate & Trust, Finance, High Technology, Retail, Internal Controls/Internal Audit, SOX, Strategy, Commercial Real Estate Asset Management, Supply Chain, Business Operations/Processes, Real Estate/Construction/Hospitality Consulting, Litigation Support, Business Management and Not-For-Profit.

Thomas M. O’Shea, MBA, CPA, CFP

• Has been an adviser for 6 years, and spent 18 years prior to this career in a variety of auditing, accounting, marketing and sales roles.
• I help families and business with their planning around insurance and investments.  I work as a 401 (k) adviser on small and medium size plans, and help people with their life insurance.