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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

NTA Blog: Inadequate Training of IRS Employees Harms Taxpayers, Creates IRS Rework, and Erodes IRS Employee Morale

Wed, Feb 21, 2018

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at www.taxpayeradvocate.irs.gov/blog. As part of my recently released Annual Report to Congress, I identified IRS employee training as one of the Most Serious Problems facing taxpayers.  It may seem...

NTA Blog: Nonresident Aliens Still Facing Hardships In Obtaining Refunds of Withheld Tax

Fri, Feb 16, 2018

Nonresident Aliens’ Ability to Receive Credit for Certain Taxes Withheld at Source Continues to Be Jeopardized Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at www.taxpayeradvocate.irs.gov/blog. Imagine how you would feel if you were expecting...

Success Story: TAS helps taxpayer validate eligibility for Earned Income Tax Credit

Mon, Feb 12, 2018

Every year the Taxpayer Advocate Service (TAS) helps thousands of people with tax problems. This story is only one of many examples of how TAS helps resolve taxpayer issues. All personal details are removed to protect the privacy of the taxpayer. A taxpayer filed returns for three tax years as head of household and claimed the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC) for t...

Government Shutdown

Fri, Feb 09, 2018

As of February 9, 2018, all Taxpayer Advocate Service offices have resumed normal operations. Please be aware that due to the lack of an approved federal budget, all Taxpayer Advocate Service offices across the country are closed. No staff will be available to assist you during this time.  Please check your local media for news about when our offices will reopen. We apologize for the inc...

TAS assistance offered at local Problem Solving Days

Fri, Feb 09, 2018

  The Taxpayer Advocate Service (TAS) will conduct Problem Solving Day events in communities throughout the country in the coming months and year. During these events, TAS employees from a local office will be available to assist taxpayers in person with tax problems they have not been able to resolve with the IRS. Generally, TAS can assist taxpayers whose problems with the IRS are causin...

NTA Blog: Telephone Service in an Omnichannel Environment (Part 2 of 2)

Thu, Feb 08, 2018

Telephone Service in an Omnichannel Environment - The IRS Must Ensure Taxpayers Are Getting the Assistance They Need Over the Telephone (Part 2 of 2) Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at www.taxpayeradvocate.irs.gov/blog. In last week&rs...

The first in a series of NTA Conversations is now available for online viewing

Wed, Feb 07, 2018

The NTA is hosting a series of conversations that bring together experts to discuss relevant issues that impact and influence tax administration. The first NTA Conversation panel discussion "An International Ethnographic Perspective on Tax Administration and Tax Compliance" was held on Dec. 1, 2017. The discussion included five international tax researchers who shared their approach to tax...

NTA Blog: Telephone Service in an Omnichannel Environment (Part 1 of 2)

Thu, Feb 01, 2018

Telephone Service in an Omnichannel Environment - Communicating with the IRS Over the Phone Must Be Made Easier for Taxpayers (Part 1) Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at www.taxpayeradvocate.irs.gov/blog. Jan. 29th marked the start of ...

NTA Blog: IRS Rolls out Passport Certification Program, Refusing to Adopt Taxpayer Protections and Exclude Taxpayers Working with TAS

Thu, Jan 25, 2018

Subscribe to the NTA’s Blog and receive updates on the latest blog posts from National Taxpayer Advocate Nina E. Olson. Additional blogs from the National Taxpayer Advocate can be found at www.taxpayeradvocate.irs.gov/blog. On Jan. 22, 2018, the IRS began implementation of the passport certification program. IRC § 7345 authorizes the IRS to certify a taxpayer’s seriously deli...

Government Shutdown

Mon, Jan 22, 2018

As of January 23, 2018, all Taxpayer Advocate Service offices have resumed normal operations. Please be aware that due to the lack of an approved federal budget, all Taxpayer Advocate Service offices across the country are closed. No staff will be available to assist you during this time.  Please check your local media for news about when our offices will reopen. We apologize for the inc...