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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: Most Taxpayers Needing a New ITIN Are Prohibited From Filing Electronically, Causing Unnecessary Refund Delays

Tue, Apr 13, 2021

The post NTA Blog: Most Taxpayers Needing a New ITIN Are Prohibited From Filing Electronically, Causing Unnecessary Refund Delays appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Don’t miss out on any 2017 unclaimed refunds – file before May 17

Tue, Apr 06, 2021

The post TAS Tax Tips: Don’t miss out on any 2017 unclaimed refunds – file before May 17 appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Certain noncorporate taxpayers may qualify for estimated tax penalty relief for tax year 2019

Wed, Mar 31, 2021

The post TAS Tax Tips: Certain noncorporate taxpayers may qualify for estimated tax penalty relief for tax year 2019 appeared first on Taxpayer Advocate Service. ...

NTA Blog: Taxpayers, Bankruptcy, and the Statutory Notice of Deficiency

Wed, Mar 31, 2021

The post NTA Blog: Taxpayers, Bankruptcy, and the Statutory Notice of Deficiency appeared first on Taxpayer Advocate Service. ...

Blog de la NTA: Los contribuyentes, la bancarrota y el Aviso estatutario de deficiencia

Wed, Mar 31, 2021

The post Blog de la NTA: Los contribuyentes, la bancarrota y el Aviso estatutario de deficiencia appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: Is an Offer in Compromise Right for You?

Tue, Mar 30, 2021

The post TAS Tax Tips: Is an Offer in Compromise Right for You? appeared first on Taxpayer Advocate Service. ...

TAS Tax Tips: The IRS resumes its Passport Certification program

Mon, Mar 29, 2021

The post TAS Tax Tips: The IRS resumes its Passport Certification program appeared first on Taxpayer Advocate Service. ...

NTA Blog: Erroneously claiming certain refundable tax credits could lead to being banned from claiming the credits

Mon, Mar 29, 2021

The post NTA Blog: Erroneously claiming certain refundable tax credits could lead to being banned from claiming the credits appeared first on Taxpayer Advocate Service. ...

Blog de NTA: Reclamar erróneamente ciertos créditos tributarios reembolsables podría resultar en que se le prohíba reclamar los créditos

Mon, Mar 29, 2021

The post Blog de NTA: Reclamar erróneamente ciertos créditos tributarios reembolsables podría resultar en que se le prohíba reclamar los créditos appeared first on Taxpayer Advocate Service. ...

TAS’s Ability to Help With Delayed Refunds Is Limited

Thu, Mar 25, 2021

The post TAS’s Ability to Help With Delayed Refunds Is Limited appeared first on Taxpayer Advocate Service. ...