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Partners
Education: Baruch College (CUNY), B.B.A. in Accounting, M.B.A. in Taxation Experience: 25 years of auditing experience. Joined firm in 1984 Emphasis: Real estate companies, employee benefit plans, and cooperatives Achievements: Member of the American Institute of Certified Public Accountants, The New York State Society of CPAs, and the International Foundation of Employee Benefit Plans Jan has extensive experience leading audits for real estate companies, employee benefit plans, and cooperative housing corporations. He has represented clients before the Department of Labor, and the Internal Revenue Service. He is licensed in New York State and Connecticut. Jan has written and lectured on payroll compliance engagements. He also has been retained by plaintiffs counsel as an expert in a number of Fair Labor Standards Act cases.
Education: St. Johns University, B.S. in Accounting Experience: 20 years of auditing experience. Joined firm in 1981 Emphasis: Single and multi-employer benefit plans, labor organizations, not-for-profit entities, and real estate companies Achievements: Member of the American Institute of Certified Public Accountants, New York State Society of CPAs, and International Foundation of Employee Benefit Plans Greg currently is a member of the Employee Benefits Committee of the New York State Society of CPAs. His audit expertise includes not-for-profit organizations, benefit plans, unions, political action committees, and real estate companies. In addition to his attest services, he also provides forensic accounting and tax compliance services. He is licensed to practice in New York State, Illinois, and Louisiana.
Education: College of the Holy Cross, B.A. in Economics-Accounting Experience: 13 years of auditing experience. Joined firm in 1995 Emphasis: Audits of both commercial and not-for-profit organizations. Achievements: Member of the American Institute of Certified Public Accountants, New York State Society of CPAs and the Association of Certified Fraud Examiners . Jeff has specific industry expertise in accounting and auditing services for apparel manufacturing companies and not-for-profit organizations. He is licensed to practice in New York State & New Jersey.
Education: Binghamton (SUNY), B.S. in Accounting Experience: 11 years of auditing experience. Joined firm in 1996 Emphasis: Labor Unions. employee benefit plans, and other not-for-profit organizations. Achievements: Member of the American Institute of Certified Public Accountants and New York State Society of CPAs. In addition to his experience in auditing labor unions, multi-employer and single employer benefit plans, and not for profit entities, Michael has provided accounting and auditing services for building corporations, political action funds, cooperative housing corporations, and other retail and wholesale corporations.
Education: Baruch College (CUNY), B.B.A. in Accounting, M.B.A. in Taxation Experience: 35 years as a tax and accounting professional, including a tax partner of a Big 4 accounting firm and Assistant Professor of Accounting and Taxation at Long Island University. Richard is currently an Adjunct Professor of Taxation at Long Island University. Richard joined the firm in 2006. Emphasis: Strategic planning, compliance and research on tax issues. He is an experiencied tax and accounting professional, who specializes in business and tax issues that impact small and middle market companies. Richard is often called upon to advise high-net worth individuals on tax and estate planning matters. He has built a reputation advising public relations firms on financial and tax matters. His financial management column appears monthly in O'Dwyer's PR Report. Achievements: Member of the American Institute of Certified Public Accountants; The New York State Society of Certified Public Accountants; and, the Florida Institute of Certified Public Accountants. Past chairperson of Closely Held and S Corporations Committee of the New York State Society of Certified Public Accountants and currently serve on this committee.
Education: University of Maryland, B.S. in Mathematics. Experience: 30 years of auditing and tax experience. Joined the firm in 1990. Emphasis: Head of the firm's business valuation practice; auditing commercial entities, real estate ventures, not-for-profit organizations, single and multi-employer benefit plans, labor unions. Achievements: Member of the National Association of Certified Valuation Analysts, the American Institute of Certified Public Accountants (AICPA), the Florida Institute of CPAs, the Maryland Association of CPAs, and the AICPA Business Valuation and Forensic & Litigation Services section. An experienced auditor of non-profit organizations, employee benefit plans, and unions, Michael also provides audit services for hotels, real estate entities, government contractors, homeowner associations, retail and wholesale companies, and research and scientific organizations. He has represented clients before the Department of Labor and the Internal Revenue Service. Michael has provided litigation services relating to business valuations, auditing standards and the computation of lost profits. He has been a guest speaker on the subjects of ERISA, taxation, auditing, and business valuations.
Education: University of Maryland, B.S. in Accounting with high honors Experience: 35-plus years of auditing, tax, and accounting experience Joined firm in 1990 Emphasis: Employee benefit plans, labor unions, closely held commercial enterprises, and tax planning Achievements: Member of the American Institute of Certified Public Accountants, the Maryland Association of CPAs, the District of Columbia Institute of CPAs, and the Association of Practicing CPAs Joe is a past President of the Association of Practicing CPAs in the Metropolitan Washington, DC, area, and a past chairman and member of the national accounts committee of the International Foundation of Employee Benefit Plans. A former college instructor, Joe frequently speaks on accounting and taxation subjects and has made numerous presentations at conferences sponsored by labor unions and the International Foundation of Employee Benefit Plans. He has authored several articles, including one on fraud and another on Department of Labor audits. Joe has served as an officer and committee member of several civic and charitable organizations and his country club.
Education: Binghamton (SUNY), B.S. in Accounting Experience: 24 years of auditing experience. Joined firm in 1983 Emphasis: Employee benefit and pensions plans, labor unions, corporations, not-for-profit organizations, and forensic auditing. Achievements: Member of the American Institute of Certified Public Accountants and the New York State Society of CPAs Marc has specific industry expertise in S Corporations and closely held businesses, not-for-profit organizations, labor unions, and employee benefit plans. He also provides forensic accounting services.
Education: Fairleigh Dickinson University, B.S. in Accounting Experience: 25 years as a tax professional. Joined the firm in 1999 Emphasis: Leads the firm's consulting division Achievements: Member of the American Institute of Certified Public Accountants and New York State Society of CPAs, where he serves on the Emerging Technologies Committee Marc has written numerous articles on accounting technology for the New York State Society of CPAs. His tax practice includes closely held businesses, start-ups and acquisitions, attest services, and succession planning. He is an expert in issues pertaining to the apparel industry, S Corporations, professional service organizations, e-business, and not-for-profit industries.
Education: Wagner College, B.S. in Accounting Experience: 25 years of auditing experience. Joined the firm in 1977 Emphasis: Audits of single and multi-employer benefit plans, labor organizations, and not-for-profit entities. Achievements: Currently serves as a member of the Exempt Organization Committee of the New York State Society of CPAs and is a member of the American Institute of Certified Public Accountants For the past 25 years, Ken has focused on auditing labor organizations and related multi-employer Taft-Harley employee benefit plans providing pension, welfare, vacation, education, legal services, and training benefits. He has conducted and supervised fraud investigations involving labor organizations and employee benefit funds. In addition, he has performed payroll compliance reviews of contributing employers. He has also represented clients at examinations conducted by the U.S. Department of Labor and the Internal Revenue Service. He is completing a program cosponsored by the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefits Plans that will lead to his designation as a Certified Employee Benefit Specialist (CEBS).
Education: SUNY at Buffalo, B.S. in Accounting, Pace University, M.S. in Taxation Experience: 25 years as a tax professional. Joined firm in 1990 Emphasis: Tax Department Head Achievements: Member of the American Institute of Certified Public Accountants and the New York State Society of CPAs. Former Chairman of NYSSCPAs Relations with the Internal Revenue Service Committee. Past Chairman of Annual NYSSCPA IRS Practice and Procedure Conference. David directs the firm's tax department. His expertise is in the areas of service organizations, employee benefits, exempt organizations, and real estate taxation. David has been extremely successful in representing clients before the Internal Revenue Service and local authorities. He is a member and former chair of NYSSCPAs Relations with the Internal Revenue Service Committee. He currently serves on the NYSSCPA Tax Divison Oversight Committee. He has lectured at the New York University Summer Continuing Education and the Foundation for Accounting programs, and has been an invited speaker at various professional seminars. David has shared his expertise in both television and print including NY1, Fox News, cnnmoney.com, NY Post and Yahoo Finance. Mr. Sands and his family are active in their local schools and participate in community environmental clean-ups.
Education: SUNY College of New Paltz, B.S. in Accounting Experience: 22 years of auditing experience. Joined firm in 1990 Emphasis: Audit Partner in charge of firm's information technology infrastructure Achievements: Member of the American Institute of Certified Public Accountants and the New York State Society of CPAs Barry specializes in accounting and auditing services for apparel and manufacturing companies, government entities, and law firms. He has served on several New York State Society of CPAs committees dealing with issues pertaining to the apparel, textile, and retail industries. He also is a member of the Contemporary Credit Club. In addition to his professional affiliations, Barry has served as treasurer and president of his homeowner association and is active in community affairs. Barry currently is the Education Vice President of the Daniel Pearl Education Center located in East Brunswick, NJ.
Education: Baruch College (CUNY), B.B.A., Fordham University, M.B.A. Experience: 35 years of auditing experience. Joined firm in 1990 Emphasis: Managing Partner Achievements: Personal Financial Specialist (PFS) accreditation from the American Institute of Certified Public Accountants. Member of the AICPA and New York State Society of CPAs , and serves on NYSSCPAs managing partner committee and the AICPA large firm network committee. As a Personal Financial Planning Specialist (PFS), Harry has particular expertise in succession planning, income tax and estate planning, trusts and private foundations, and family businesses. He works with numerous clients in the apparel, jewelry, construction and contracting, and manufacturing industries, as well as in professional service and not-for-profit organizations.
Education: University of Pittsburgh, B.S. in Accounting Experience: 19 years of auditing experience. Joined firm in 1984. Emphasis: Labor unions, benefit funds, and not-for-profit organizations Achievements: Member of the American Institute of Certified Public Accountants and the Maryland Association of CPAs. John shares his knowledge of auditing labor unions, benefit funds, and not-for-profit organizations by leading presentations both within the firm and for clients. As a consultant, he advises clients on designing and implementing accounting systems, and establishing and training client internal audit departments. He is licensed as a CPA in Maryland, Virginia, and Pennsylvania. He belongs to the International Foundation of Employee Benefit Plans. John serves on the firm's management advisory committee and is Partner-in-Charge of the Rockville, MD, office.
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