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Designations

  • Certified Public Accountant (CPA)
  • Certified Insolvency & Reorganization Advisor (CIRA)
  • Certified Valuation Analyst (CVA)
  • Chartered Global Management Accountant (CGMA)
  • Master of Business Administration (MBA)

Memberships and Associations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Association of Insolvency & Restructuring Advisors (AIRA)
  • Turnaround Management Association (TMA)
  • National Association of Certified Valuation Analysts (NACVA)
  • American Bankruptcy Institute (ABI)
  • Greater Hudson Valley Family Health Center – Board of Directors, Treasurer
  • St. John’s Episcopal Church – Past Treasurer
  • Leadership Orange
    • Graduate of Class of 2006

Education

  • Michigan State University
    • Master of Business Administration, Finance, cum laude
  • Rochester Institute of Technology
    • Bachelor of Science, Accounting, cum laude
  • Cayuga County Community College
    • Associate in Applied Arts, Accounting, magna cum laude

Designations

  • Certified Public Accountant (CPA)

Memberships and Associations

  • American Institute of Certified Public Accountants (AICPA)
  • New Jersey State Society of Certified Public Accountants (NJSCPA)
  • New York State Society of CPAs (NYSSCPA)
  • McQuade Children’s Services
    • Past Chair
  • Junior League of Orange County
    • Past President
    • Past Treasurer
  • Leadership Orange
    • Past Board Member
    • Graduate of Class of 2001
  • Belmont Abbey College Alumni Association

Honors, Activities and Achievements

  • St. Christopher’s, Inc. – Driver Award (Assisted organization with driving awareness and building funds for programs)
  • Junior League of Orange County – Volunteer of the Year Award

Education

  • Belmont Abbey College
    • Bachelor of Arts, Accounting

Designations

  • Certified Public Accountant (CPA)

Memberships and Associations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)
  • AICPA Employee Benefit Plan Audit Quality Center
  • Leadership Dutchess
    • Graduate of Class of 2007

Education

  • State University of New York at Binghamton
    • Bachelor of Science

Designations

  • Certified Public Accountant (CPA)

Memberships and Associations

  • New York State Society of Certified Public Accountants (NYSSCPA)
    • Member
    • Political Action Committee Trustee: 1999 – 2005
    • Foundation of Accounting Education (FAE) Trustee: 2000 - 2001
    • Board of Directors: 1995 – 1998
  • Mid Hudson Chapter of NYSSCPA
    • President: 1988 -1989
    • Federal Tax Committee, Past Chairman; Board of Directors: 1982 - 1988

Education

  • Loyola University of Chicago
    • Bachelor of Business Administration

Daily News

Below please find daily updates pertaining to the latest in financial, business, and tax news:

Taxpayer Advocate Service Feed

TAS Tax Tips: Taxpayers with an excess advance Premium Tax Credit are not required to report or repay in 2020

Thu, May 13, 2021

The post TAS Tax Tips: Taxpayers with an excess advance Premium Tax Credit are not required to report or repay in 2020 appeared first on Taxpayer Advocate Service. ...

NTA Blog: Claims for Refunds: 2019 and 2020 Tax Year Trap for the Unwary

Tue, May 11, 2021

The post NTA Blog: Claims for Refunds: 2019 and 2020 Tax Year Trap for the Unwary appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: File by May 17; here are some options

Mon, May 10, 2021

The post TAS Tax Tips: File by May 17; here are some options appeared first on Taxpayer Advocate Service. ...

NTA Blog: A Creative LITC Partnership to Better Serve Taxpayers: These Superheroes Change in a Museum – Not a Phone Booth!

Thu, May 06, 2021

The post NTA Blog: A Creative LITC Partnership to Better Serve Taxpayers: These Superheroes Change in a Museum – Not a Phone Booth! appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Keep safe on social media at tax time – Don’t post or message tax info

Wed, May 05, 2021

The post TAS Tax Tips: Keep safe on social media at tax time – Don’t post or message tax info appeared first on Taxpayer Advocate Service. ...

Blog de la NTA: Semana de Reconocimiento de Servicio Público: Gracias a todos los funcionarios públicos, incluidos nuestros empleados del TAS y del IRS, por su excelente servicio

Mon, May 03, 2021

The post Blog de la NTA: Semana de Reconocimiento de Servicio Público: Gracias a todos los funcionarios públicos, incluidos nuestros empleados del TAS y del IRS, por su excelente servicio appeared first on Taxpayer Advocate Service. ...

NTA Blog: Public Service Recognition Week: Thank you to all public servants, including our TAS and IRS employees, for their outstanding service

Mon, May 03, 2021

The post NTA Blog: Public Service Recognition Week: Thank you to all public servants, including our TAS and IRS employees, for their outstanding service appeared first on Taxpayer Advocate Service. ...

NTA Blog: Paycheck Protection Plan Loan Forgiveness and Deductibility of Associated Expenses

Thu, Apr 29, 2021

As part of a suite of measures to provide small businesses relief from the impact of COVID-19, Congress established the […] The post NTA Blog: Paycheck Protection Plan Loan Forgiveness and Deductibility of Associated Expenses appeared first on Taxpayer Advocate Service. ...

NTA Blog: 2021 Filing Season Bumps in the Road: Part II

Tue, Apr 27, 2021

The post NTA Blog: 2021 Filing Season Bumps in the Road: Part II appeared first on Taxpayer Advocate Service. ...

NTA Blog: 2021 Filing Season Bumps in the Road: Part I

Thu, Apr 22, 2021

The post NTA Blog: 2021 Filing Season Bumps in the Road: Part I appeared first on Taxpayer Advocate Service. ...