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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 the 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 the 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: University of Maryland, B.S. in Accounting & Towson State University, B.S. in Finance Experience: 15 years of auditing experience. Joined the firm in 2003 Emphasis: Auditing labor unions, benefit funds, not-for-profit organizations, & commercial entities. Fraud examination. Litigation support. Achievements: Member of the American Institute of Certified Public Accountants, the Association of Certified Fraud Examiners. Members of the AICPA Forensic & Valuation Services section. In addition of his experience in auditing labor union, multi-employer & single employer benefit plans, & not- for -profit entities; Mark has provided accounting & auditing services for building corporations, political action funds and other commerical entities. Mark has aslo conducted fraud examinations of asset misappropriation, money laundering , embezzlement, contract and procurement fraud and employee fraud investigations.
Education: Brooklyn College, B.S. in Accounting Experience: 9 years of auditing experience. Joined the firm in 1997. Emphasis: Conducting & supervising audits of both labor organizations & related multiemployer benefits funds. Achievements: Member of the American Institute of Certified Public Accountants & the New York State Society of CPAs .
Education: College of the Holy Cross, B.A. in Economics-Accounting Experience: 13 years of auditing experience. Joined the 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 the 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: Long Island University, B.S. in Accounting Experience: 14 years as an accountant, audit and tax professional Emphasis: Quality Control Partner Achievements: Currently serves as a member of the Financial Accounting Standards and Auditing Standards Committee of the New York State Society of CPAs and is a member of the American Institute of Certified Public Accountants. Vincent is responsible for monitoring the firm’s quality control policies and procedures for compliance with professional standards. His experience includes a range of expertise in auditing, accounting, and consulting services for employee benefit plans, not-for-profit organizations, and closely held small and middle market companies. He is licensed to practice in New York and New Jersey.
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: Baruch College (CUNY), B.B.A. in Accounting, Experience: 12 years of accounting experience. Joined the firm in 1997 Emphasis: Attest Services. Labor Unions & Employee Benefits Plans. Not-for-Profit Organizations. Achievements: Member of the American Institute of Certified Public Accountants; & the New York State Society of Certified Public Accountants
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: Long Island University, B.S. in Accounting Experience: 25 years as a tax and accounting professional. Joined the firm in 1999. Emphasis: Real estate, closely held commercial enterprises, tax planning. Achievements: Member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants where he serves on the Partnership and LLC Committee. For the past 25 years, Stuart has specific industry experience in accounting and auditing services for closely held businesses, real estate, advertising, public relations, and not-for-profit organizations. He advises his clients on Federal, State, and Local issues, and has represented clients before the Internal Revenue Service and local authorities. He is licensed to practice in New York State.
Education: University of Maryland, B.S. in Accounting with high honors Experience: 35-plus years of auditing, tax, and accounting experience Joined the 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 the 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. 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. He has successfully concluded and guided clients with taxation problems. Marc has served on the regional board of directors of an international bank and is a director of a private foundation. As the original president of the 125 unit condominium association where he resided, he guided the association through the bankruptcy of the original builder, to a new builder who completed the project and honored the debt due the association from the bankrupt builder. Is a long time officer at his golf club.
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: Mercy College, B.S. in Accounting Experience: 21 years as a tax & accounting professional. Joined the firm in 2006. Emphasis: Taxation; including planning, research & compliance for high net worth individuals, charitable organizations, estates and trusts and privately held businesses. Achievements: Member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants where he serves on the Relations with the Internal Revenue Service Committee. Peter provides business planning, tax advice and tax return preparation services for privately held businesses and their owners and high net-worth individuals and family groups. He advises these clients on Federal, State, local & multinational tax issues. He has performed tax research and planning for a variety of clients & has represented clients before Federal & State tax authorities. Peter is licensed to practice in New York State & Connecticut.
Education: SUNY at Buffalo, B.S. in Accounting, Pace University, M.S. in Taxation Experience: 25 years as a tax professional. Joined the 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: Baruch College (CUNY), B.B.A., Fordham University, M.B.A. Experience: 35 years of auditing experience. Joined the 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 the 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 Bethesda, MD, office.
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