About the Speakers
About the SpeakersACPE has assembled a prestigious group to present our 2019 courses, including an author, CPAs from leading firms, prestigious lawyers from central New Jersey, and other industry professionals. There are some established favorites and some new additions, but we are sure you will be impressed with the quality of this year’s presenters. Our goal is to ensure the highest quality presentation possible for accountants satisfying their continuing professional education requirements. Your feedback is always welcome!
Gregory Coleman, Retired FBI Special Agent
Gregory Coleman is the FBI Special Agent responsible for the criminal investigation of Jordan Belfort. Belfort’s rise to power and subsequent arrest and conviction were chronicled in the movie, “The Wolf of Wall Street.” The movie was directed by Martin Scorsese and starred Leonardo DiCaprio. Mr. Coleman was portrayed by Kyle Chandler.
Mr. Coleman retired from the FBI with over 25 years of experience investigating financial crimes, money laundering, and asset forfeiture. He was widely recognized as an anti-money laundering expert among his law enforcement colleagues and is a recipient of the Director's Award (Executive Office for U.S. Attorneys) for Outstanding Contributions in Law Enforcement. Many of his investigations involved stock market manipulations where the proceeds were laundered through shell corporations and offshore bank accounts.
Coleman Worldwide Advisors designs and delivers customized, highly interactive, live training related to the detection and prevention of money laundering and suspicious activity reporting. The training incorporates actual real-life examples drawn from the experiences of Mr. Coleman and other law enforcement officers. Mr. Coleman is a frequent keynote speaker and guest lecturer and has spoken to audiences in 14 countries. He has significant experience giving presentations utilizing simultaneous translation.
John F. Dailey, Jr., CPA
John F. Dailey Jr., CPA, was partner and ethics compliance officer at Bowman & Company LLP. Specializing in the audits of governmental agencies, he was the partner-in-charge of five Municipal, two school district, three charter school and twelve fire district audit engagements. He has acted as an expert consultant on the establishment, consolidation and dissolution of fire districts. In addition, Mr. Dailey has served the New Jersey Department of Community Affairs, Division of Local Government Services as a member of the Registered Municipal Accountants Steering Committee, charged with the responsibility of revising the Requirements of Audit for New Jersey municipalities. Mr. Dailey has authored articles that have been published in several professional journals, and speaks regularly as a discussion leader for continuing professional education seminars.
Mr. Dailey is a member of the American Institute of Certified Public Accountants (AICPA), the New Jersey Society of Certified Public Accountants (NJCPA) and the New Jersey Registered Municipal Accountants Association. His professional accomplishments include a term as president of the NJCPA (2002/03). In addition, Mr. Dailey served as a member of the NJCPA executive committee for five years, and has also served as vice president, treasurer and Board of Trustees member. In December 2009, Mr. Dailey was awarded the Society’s Distinguished Service Award for “Exceeding Expectations and Setting the Standard of Excellence for Others to Follow.” He has co–authored revisions to the New Jersey Law and Ethics course sponsored by the NJCPA and serves as one the of the Society’s discussion leaders for the New Jersey Law and Ethics course. Mr. Dailey has served the AICPA as a member of council and as a member of the Institute’s Professional Ethics Executive Committee. In March 2005, Mr. Dailey was appointed to serve as a member of the New Jersey State Board of Accountancy.
Mr. Dailey earned his bachelor’s degree in business administration from Villanova University. In 1997, he received a Certificate of Educational Achievement in governmental accounting and auditing from the American Institute of Certified Public Accountants.
Michael K. Feinberg, J.D., LL.M.
Michael serves as a strategic advisor to individuals, families, business owners, executors and trustees, counseling clients on a comprehensive range of issues within the areas of tax, trust and estate law. His work encompasses the structuring of wealth preservation strategies and the preparation of estate planning documents, such as wills, living wills, powers of attorney, trust agreements and special needs trusts.
Margaret Gallagher, CPA, WithumSmith+Brown
Peggy is a principal and licensed CPA at WithumSmith+Brown, with over 25 years of accounting and auditing experience with a focus on interpreting and applying technical accounting and auditing standards, and independence matters. She services public and private entities in various industries including manufacturing, technology, distribution, construction, life sciences, professional services, broker-dealers, and employee benefit plans. She also develops and presents accounting and auditing education classes and webinars for national and state audiences. Peggy authored articles on technical accounting topics appearing in professional publications, various websites, and FASB comment letters on proposed accounting standards.
Glenn J. Gizzi, Stakeholder Liaison, NJ Division of Taxation
Glenn J. Gizzi, Senior Stakeholder Liaison, Internal Revenue Service. Glenn has worked for the Internal Revenue Service for over 22 years. He began in Taxpayer Service in 1989 as a Taxpayer Service Specialist until becoming a Revenue Agent in 1994. During his 11 years as an Agent, Glenn worked in the Examination Problem Resolution Unit as a caseworker, a cooperating Agent for Criminal Investigations and was a Taxpayer Advocate at the model walk-in office in Edison. Glenn is also a certified instructor for the IRS and has spent 4 years training the new incoming Revenue Agents from 2001 to 2005. Additionally, Glenn worked in the former Taxpayer Education & Communication division during its stand-up in 2001 before it was realigned into the Communications, Liaison and Disclosure division. His current assignments included Tax Practitioner Institutes and Practitioner Liaison. Glenn is currently assigned to the Edison, NJ office.
Shawn Henderson, CPA, WithumSmith+Brown
Shawn Henderson is a senior tax manager in Withum’s Princeton office. He is a "Jack of All Trades" as it relates to individual and business tax compliance and planning, servicing virtually all industries. His specialties include start-up and emerging growth, technology, and international compliance. Additionally, he works heavily in the life science and financial services areas. Since the release of the TCJA, Shawn has authored many articles and presented several seminars on the topic.
Todd M. Kellert, J.D., LL.M., Gibbons P.C.
Todd Kellert is a tax associate with Gibbons P.C. in the firm’s Corporate Department. Todd‘s experience is primarily with the planning and structuring of private equity investments and M&A transactions, including financing and due diligence. Todd frequently assists clients with choice of entity decisions (corporations, LLCs and partnerships), business formation and liquidations. Todd also has significant experience with real estate transactions and related federal, state and local tax issues. Todd is often involved with structuring international transactions and investment vehicles to address issues including income tax treaties and withholding. Prior to joining Gibbons, Todd worked as a tax associate at large law firms in NYC and at one of the Big Four accounting firms. Todd is admitted to practice law in the states of New Jersey, New York and Pennsylvania. Todd received an L.L.M. in Taxation from Georgetown University Law Center, J.D. degree from Temple University, and B.A., cum laude, from the University of Pennsylvania.
Bruce E. Mantell, CPA, Esq. LL.M., Mantell & Prince P.C.
Mr. Mantell is a shareholder in the law firm of Mantell & Prince P.C., Murray Hill, New Jersey, which specializes in tax and business planning, estate planning and administration, mergers and acquisitions, tax controversy matters, and ERISA. He has served as an expert witness in tax, trust and estate-related litigation, and is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants. He is a member of the Essex and Union County Bar Associations, the New Jersey State Bar Association, its Taxation Section (where he is a Past Chair and a member of the Executive Council) and its Probate and Trust Section, and has served as a Member on both the Ad Hoc Committee on Multidisciplinary Practices, and the New Jersey Supreme Court Committee on the Skills and Methods Course. He is also a member of the American Bar Association and its Taxation Section. He is a Fellow of the American College of Trust and Estate Counsel. He is a former member of both the Board of Directors of the New Jersey Institute for Continuing Legal Education and the Board of Directors of The New Jersey Lawyer Newspaper. He is the recipient of the 2004 Distinguished Service Award for his many years of dedication and contributions to the field of continuing legal education as a lecturer for the New Jersey Institute of Continuing Legal Education (ICLE). He has been listed under two categories, namely, Tax and Trusts & Estates, in The Best Lawyers in America, published by Woodward/White, Inc., since 2001. He is also listed, since 2005, under the categories of both Tax and Trusts & Estates in New Jersey Super Lawyers, published by New Jersey Monthly Magazine. Furthermore, in 2007 and 2008, he was named one of the Top 100 Lawyers in New Jersey. Mr. Mantell is a frequent lecturer and author on tax, business, estate and pension related subjects for professional associations.
Peter Margaritis, CPA, CGMA, MAc
Peter Margaritis is a keynote speaker, communication strategist, and improv virtuoso. Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity.
Peter works with financial professionals to help adapt their mindset and believes that strong communication skills are the most effective way of delivering technical knowledge and building strong business relationships.
The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES AND along with the concept of listening to understand. This strategy promotes a better connection with customers and clients leading to higher profits and higher retention of employees.
Peter has delivered over 500 keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies to family-owned businesses, national, regional & local public accounting firms, and national and state associations.
Peter earned is his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at THE Ohio Dominican University in Columbus, OH.
Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website (petermargaritis.com) to watch his videos and read his promotional resources which include a variety of magazine articles, along with his weekly blog.
Peter lives in Westerville, OH with his wife, 17-year-old son, and two Labrador retrievers. His passion is his family and improvisation, along with a love of humor, and at times he performs both improv and stand-up comedy.
Christina Quinones, NJ Division of Taxation
Christina started with the NJ Division of Taxation in 2007 in the Customer Service Call Center. During her 8 years in the Customer Service Center, she gained vast knowledge of all taxes and programs administered by the Division. Prior to joining Taxation University, Christina was a Practitioner Hotline agent. She provided expert assistance to the tax professional and business community. Christina’s tax knowledge and customer service experience are strong assets to the Taxation University Team.
Paul J. Sanchez, CPA, CBA, CFSA, Professional Service Associates
Paul J. Sanchez conducts a small CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University - CW Post Campus as well as an adjunct lecturer at City University of New York.
Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a money-center bank, where he directed the professional practice development and training for internal auditors. He also was on the technical staff of the Auditing Standards and Examinations Divisions of the AICPA. He practiced public accounting in the New York office of Deliotte where he also was a firm recruiter and in-house professional development instructor. He was an owner and auditing and accounting seminar leader for the Person/Wolinsky CPA Review Courses, a company that prepared candidates to pass the Uniform CPA Examination. He is a frequent lecturer and seminar leader for accounting, auditing, banking, risk assessment and other professional presentations.
He is the author of the textbook, "Accounting Basics for Community Financial Institutions" (Financial Managers Society, 2nd Edition, Chicago 2009) and the "Ideas an Analysis Letter: The Sanchez Take" (see www.sanchez-psa.com). As a contributing author, his chapter on 'An Auditor's Approach to Risk-Based Auditing: What to Audit and When,' is included in the textbook, "Effective Auditing for Corporates: Key Developments in Practice and Procedures," (Bloomsbury Information, Ltd, London, 2012)
Steven G. Siegel, JD LLM, The Siegel Group
Steven G. Siegel, JD, LLM, is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.
Steven is the author of many books, including: The Grantor Trust Answer Book (2015 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2014); Federal Fiduciary Income Taxation (Foxmoor 2014); and Federal Estate and Gift Tax (Foxmoor 2014).
In conjunction with numerous tax-planning lectures he has delivered for the National Law Foundation, Steven has prepared extensive lecture materials on the following subjects: planning for an aging population, preparing the audit-proof federal estate tax return, business acquisitions, estate planning, dynasty trusts, planning with intentionally defective grantor trusts, S corporations, and many others.
Steven has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business, and estate planning topics on behalf of numerous organizations, including Western CPE, the Heckerling Institute on Estate Planning, CCH, National Law Foundation, AICPA, the National Society of Accountants, CohnReznick, Foxmoor Continuing Education, many state CPA societies and estate planning councils, and on behalf of private companies.
He’s presently serving as an adjunct professor of law in the graduate tax program (LLM) of the University of Alabama School of Law, and he has served as an adjunct professor of law at Seton Hall University and Rutgers University law schools.
Steven holds a bachelor’s degree from Georgetown University (magna cum laude, Phi Beta Kappa); a juris doctor from Harvard Law School; and an LLM in taxation from New York University Law School.
Ian Taylor, CPA, WithumSmith+Brown
Ian Taylor, a licensed CPA, is a senior tax manager in Withum’s Whippany office. He specializes in partnership and corporate tax compliance and planning. He is a member of the firm’s Manufacturing, Distribution and Logistics and Real Estate groups as well as the firm’s National Tax Services Group. Ian has written several articles on the TCJA and presented numerous internal and external seminars on the topic.
Peter J. Ulrich, J.D., LL.M.
Peter is a Director with Gibbons P.C. His experience is in U.S. income taxation of corporations and individuals, including structuring and income tax planning for taxable acquisitions and tax-free reorganizations, incorporations, and the formation of other business entities. Peter is also frequently involved in structuring international transactions and counseling nonprofit clients. He is a Certified Public Accountant in NJ (inactive).