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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 Tip: Got married? Here are some tax ramifications to consider and actions to take now

Wed, Oct 27, 2021

Did you get married this year or plan to marry before Dec. 31st? If yes, read on… When you get […] The post TAS Tax Tip: Got married? Here are some tax ramifications to consider and actions to take now appeared first on Taxpayer Advocate Service. ...

TAS Tax Tip: IRS provides answers to custody situations that affect Advance Child Tax Credit payments

Tue, Oct 26, 2021

Custody Situations for Advance Child Tax Credit Payments Parents who share custody of their children should be aware of how […] The post TAS Tax Tip: IRS provides answers to custody situations that affect Advance Child Tax Credit payments appeared first on Taxpayer Advocate Service. ...

NTA Blog: The IRS and Private Collection Agencies: Four Contracts Lapsed and Three New Ones Are in Place: What Does That Mean for Taxpayers?

Thu, Oct 14, 2021

October 13, 2021 NTA Blog: The IRS and Private Collection Agencies: Four Contracts Lapsed and Three New Ones Are in […] The post NTA Blog: The IRS and Private Collection Agencies: Four Contracts Lapsed and Three New Ones Are in Place: What Does That Mean for Taxpayers? appeared first on Taxpayer Advocate Service. ...

TAS Tax Tip: I got a notice or letter from the IRS – now what do I do?

Tue, Oct 12, 2021

The IRS will send a notice or a letter for any number of reasons, including: Identifying a specific issue on […] The post TAS Tax Tip: I got a notice or letter from the IRS – now what do I do? appeared first on Taxpayer Advocate Service. ...

NTA Blog: Decoding IRS Transcripts and the New Transcript Format: Part II

Wed, Oct 06, 2021

Many individuals may not know they can request, receive, and review their tax records via a tax transcript from the […] The post NTA Blog: Decoding IRS Transcripts and the New Transcript Format: Part II appeared first on Taxpayer Advocate Service. ...

NTA Blog: Decoding IRS Transcripts and the New Transcript Format: Part I

Tue, Oct 05, 2021

Decoding IRS Transcripts and the New Transcript Format: Part I Many individuals may not know they can request, receive, and […] The post NTA Blog: Decoding IRS Transcripts and the New Transcript Format: Part I appeared first on Taxpayer Advocate Service. ...

TAS Tax Tip: Important Reminders for October 15th Extension Filers

Wed, Sep 29, 2021

Extension of Time to File Most taxpayers who requested an extension of time to file for their 2020 federal income […] The post TAS Tax Tip: Important Reminders for October 15th Extension Filers appeared first on Taxpayer Advocate Service. ...

TAS Tax Tip: IRS statement on Advance Child Tax Credit Payment updates

Wed, Sep 29, 2021

September Advance Child Tax Credit Payments The IRS issued a formal statement on September 24, which anyone missing their September […] The post TAS Tax Tip: IRS statement on Advance Child Tax Credit Payment updates appeared first on Taxpayer Advocate Service. ...

TAS Tax Tip: Take certain corrective actions by October 4, to affect future Advance Child Tax Credit Payments

Thu, Sep 23, 2021

If you are receiving monthly advance payments of the Child Tax Credit, you can make certain changes in the Child […] The post TAS Tax Tip: Take certain corrective actions by October 4, to affect future Advance Child Tax Credit Payments appeared first on Taxpayer Advocate Service. ...

NTA Blog: Bumps in the Road Sequel: Update on the Filing Season Challenges: Part II

Wed, Sep 22, 2021

NTA Blog: Bumps in the Road Sequel: Update on the Filing Season Challenges: Part II Even though the 2021 filing […] The post NTA Blog: Bumps in the Road Sequel: Update on the Filing Season Challenges: Part II appeared first on Taxpayer Advocate Service. ...