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Address | | | Academy for Continuing
Professional Education
33 Wood Ave South, 2nd Fl.
Iselin, NJ 08830
Phone: 732-744-1200
Fax: 732-744-1240
Contact: Melissa Cipolletta
E-mail: info@burkeacpe.com
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About the Speakers | | | 
| Following is a list of speakers for upcoming ACPE seminars.
To read a brief biography, click on the speaker's name.
| John B. Burke, MS, CFP
John DeSantis, JD, LL.M., CPA
Michael Feinberg, Esq.
Henry L. Fuentes, MBA, CPA, ABV, CFE
Patrick Kuhse, Ethics Fellow
Jim Gordon, NJ Division of Taxation
Bruce Mantell, CPA, LL.M.
Connie Nichols, BlackRock, Inc.
Parag P. Patel, Esq.
Paul J. Sanchez, CPA, CBA, CFSA
Michael Rubino, NJ Division of Taxation
Laurence G. Thoma, JD, CFE, CPA/ABV/CFF, DABFA
Doug Stives, CPA, MBA
| John B. Burke, MS, CFP® | | | Mr. Burke is a certified financial planner, financial advisor and branch manager with Raymond James Financial Services. He has been practicing as a financial advisor since 1983. After completing his undergraduate degree in finance at Lehigh University, he was hired by Merrill Lynch, and then worked for Smith Barney and Morgan Stanley. John received the CFP® designation and a masters degree in financial planning from the College for Financial Planning. His current practice is comprised mainly of closely-held business owners and Broadway actors. He provides continuing education classes for accountants through the ACPE. | | | | | Back To Top | | | | John P. DeSantis, JD, LL.M., CPA | | Mr. DeSantis is a partner at the law firm of Levine DeSantis, LLC, admitted to practice law in New York, New Jersey and Pennsylvania. Prior to entering law, he practiced as a Certified Public Accountant in the capacity of Tax Manager in the international CPA firm of KPMG. He has lectured extensively. His vast experience in tax, accounting, estates and trusts, and business planning allows him to present extremely comprehensive programs in a simple manner. | | | Back To Top | | | | Michael Feinberg, Esq. | | | Mr. Feinberg is a partner with the Woodbridge law firm of Greenbaum, Rowe, Smith & Davis LLP, in the Tax, Trusts & Estates Department. His areas of concentration are: estate planning; wills and trusts; elder law; estate administration; tax and business planning for individuals, corporations, partnerships, and LLCs; and tax controversies. He is admitted to practice in NJ and NY and has been with the firm since 1984. | | | Back To Top | | | | Henry L. Fuentes, MBA, CPA, ABV, CFE | | | Mr. Fuentes is currently an Associate Professor in the College of Business at Fairleigh Dickinson University. Previously, he was the Associate Dean for Academic Programs in the College of Business. He is also Director of Litigation Support Services for Sax, Macy, Fromm & Co. He has received the NJ Society of CPAs outstanding accounting educator award, as well as the FDU College of Business Outstanding Teacher Award. | | | Back To Top | | | | Patrick Kuhse, Ethics Fellow | | | Mr. Kuhse is one of the most in-demand speakers on business ethics and critical thinking skills in America today. Before his conviction for white collar fraud, Patrick was a Certified Financial Planner and Registered Principal, working at many levels in the financial services industry, including Vice President of a major financial services company. Patrick now serves as an appointed Ethics Fellow for the University of Florida, Poe Center on Business Ethics, Warrington College of Business Administration; and Suffolk University, Institute for Executive Education, Sawyer School of Management. | | | Back To Top | | | | Jim Gordon, NJ Division of Taxation | | | Mr. Gordon joined the NJ Division of Taxation 10 years ago and is the immediate past supervisor of the Division’s General Correspondence Section, which is responsible for answering a wide range of income, sales and corporate tax questions. Prior to joining the Division, Mr. Gordon supervised several tax preparation offices. He also conducted full, 10-week basic, advanced and specialized tax preparation courses. Jim also ran his own sole-proprietorship, offering bookkeeping services to small businesses. | | | Back To Top | | | | Bruce Mantell, CPA, LL.M. | | | Mr. Mantell is a shareholder in the law firm of Mantell & Prince P.C., Murray Hill, NJ. The firm limits its practice to tax and business planning, estate planning and administration, mergers and acquisitions, tax controversy matters, ERISA, and serving as an expert witness in tax, trust and estate-related litigation. Mr. Mantell is a Member of the New Jersey Society of CPAs and the AICPA. He was a past chairman of the Tax Section of the NJ Bar Association, and a Fellow of the American College of Trust and Estate Counsel. He is a frequent lecturer/author on tax, business, and estate topics. | | | Back To Top | | | | Connie Nichols, BlackRock, Inc. | | | Ms. Nichols is a 17-year veteran and has extensive expertise in retirement, estate, and tax planning. She speaks nationally on the topic of legacy planning. Currently, she is Vice President of Value Add and Retirement Marketing for BlackRock and is responsible for the development and delivery of wealth management programs. Prior to that, she was Director of Advanced Sales in the Tax Advisory Group for Prudential Financial. There she spent 14 years providing training and continuing education to financial professionals, attorneys, and CPAs on advanced planning topics and tax issues related to retirement and wealth transfer. | | | Back To Top |
| | Parag P. Patel, Esq. | | | Mr. Patel’s practice concentration is in tax, trusts, and estates.He has worked extensively on complex tax and estate planning for high net worth individuals, estate planning for resident and non-resident aliens, tax motivated transactions, international tax, estate administration, and elder care planning. Mr. Patel was recently named a NJ Super Lawyer Rising Star by NJ Magazine for estate tax planning. He also received an AV rating from the Martindale-Hubbell Peer Review Rating System, which is the highest professional rating possible among lawyers. | | | Back To Top | | | | Paul J. Sanchez, CPA, CBA, CFSA | | | Paul Sanchez has a CPA practice in Port Washington, NY and is the owner of Professional Service Associates, a consulting and professional training and development business. He was an Assistant Professor at Long Island University, C.W. Post Campus, and was also on the technical staff of the Auditing Standards and Examinations Divisions of the AICPA. He practiced public accounting in the New York office of Deloitte. Now, he is an owner and auditing seminar leader for the Person/Wolinsky CPA Review Courses in the NYC-Metro area. | | | Back To Top | | | | Michael Rubino, NJ Division of Taxation | | | Mr. Rubino works in the NJ Division of Taxation's Inheritance Tax Branch. Further biographical details are currently unavailable, but will be provided in the meeting handout. | | | Back To Top | | | | Laurence G. Thoma, JD, CFE, CPA/ABV/CFF, DABFA | | | Mr. Thoma is a partner at Withum Smith + Brown PA Certified Public Accountants and Consultants. He is Director of the firm’s Litigation Support/Business Valuation and Forensic Accounting Services Group. He is regularly court-appointed as an expert in these areas and has testified in both state and federal courts and in both jury and non-jury trials. Larry speaks regularly before the NJSCPA and the NJSBA and is a frequent author of articles and seminar materials on the above topics. | | | | Back To Top | | | | Doug Stives, CPA, MBA | | | Mr. Stives is a full-time professor of accounting at Monmouth University in West Long Branch, NJ. He is also a consultant at the Curchin Group, Red Bank, NJ, where he was a partner for 36 years. Mr. Stives serves as a discussion leader for various tax courses sponsored by the AICPA and Western CPE. He holds a BS and an MBA from Lehigh University and is a past president of the NJ Society of CPAs and a former member of the AICPA Tax Executive Committee. Mr. Stives is quoted regularly in The Wall Street Journal, Forbes, The New York Times, and other national publications. He has appeared on CNBC, CNN and all four major networks. | | | | Back To Top | | |
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