ACPE has assembled a prestigious group to present our 2024 courses, including authors, CPAs from leading firms, prestigious lawyers from central New Jersey, an IRS Specialist, 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!

Denise Appleby

Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA


CEO, Appleby Retirement Consulting Inc.

Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial, tax and legal professionals. She has over 20 years of experience in the retirement plans field, which includes providing training and technical consultation to financial, tax, and legal professionals.

Denise writes and publishes quick reference guides, booklets, and marketing tools for advisors; which are available at http://irapublications.com.

Denise co-authored The Roth IRA Answer Book, The SEP, SIMPLE, SARSEP Answer Book, Quick Reference to IRAs, all three Published by Aspen Publishers, and, The Adviser’s Guide to Retirement Plans for Small Businesses, Published by AICPA.

Denise has provided training, including CE approved courses, on the tax laws and operational procedures that apply to IRAs, SEP IRAs, SIMPLE IRAs and employer-sponsored qualified plans, to thousands of financial advisors, other financial professionals, as well as tax and legal professionals.

Denise is a graduate of The John Marshall Law School, where she obtained a Master of Jurisprudence in Employee Benefits, and has earned five (5) professional designations in the field of retirement account rules and regulations.

She is the creator and CEO of www.retirementdictionary.com, a free consumer website containing a wealth of information about retirement accounts rules and regulations. Denise has appeared on TV programs that include CNBC’s Business News, Fox Business Network, The Street, and numerous radio shows, during which she shares her insights on retirement tax laws, and have been quoted in the Wall Street Journal, Investor’s Business Daily, CBS Marketwatch’s Retirement Weekly, The Street and other financial publications.

Frank R. Boutillette, CPA, CGMA, ABV


Partner, WithumSmith+Brown

Frank is an emeritus partner of WithumSmith+Brown, PC (Withum) with over 35 years of accounting and auditing experience. He is a licensed CPA in New York and New Jersey and has significant experience working with SEC registrants, small and large private entities in various industries, including hedge funds, private equity funds and finance companies. Frank is a member of the American Institute of CPAs (AICPA) and was a former member of the AICPA Peer Review Board. He is a past president of the NJCPA and currently chairs its Peer Review Executive Committee. Frank is a frequent lecturer on accounting and auditing and is a co-author of three accounting books.


Mary Breslin

Mary Breslin, CIA, CFE


Mary Breslin, founder of Verracy, is a renowned speaker and training facilitator for Internal Audit, Risk and Fraud. With over 30 years of experience, Mary has worked for global companies such as Costco, Barclay’s Capital, ConocoPhillips and Boart Longyear. Mary’s expertise goes beyond the boardroom. She conducts fraud investigations and provides management consulting for internal audit and fraud. She has built global audit programs, conducted investigations, and provided expert witness testimony in numerous countries around the world. In 2023, she was honored as the ACFE James R. Baker Speaker of the Year recipient. She has also been recognized as a Top-Rated Speaker for ISACA and named Best of the Best by the Institute of Internal Auditors.


Ernesto Cerimele

Ernesto Cerimele, Esq.


Ernesto Cerimele is an experienced litigation attorney focusing his practice on criminal defense and complex civil matters. Ernesto regularly appears in federal, state, and municipal Courts in New Jersey and New York. In the criminal context, Ernesto has experience ranging from DWI and municipal defense to white-collar federal and state investigations and prosecutions. In the civil context, Ernesto counsels clients on contract disputes, personal injury, litigation, and regulatory matters and has successfully recovered millions for victims in civil rights actions. He has experience litigating in the private and public sectors, having represented large electronics and internet companies, boards of education and police departments. Ernesto has also previously served as the Municipal Prosecutor for the Townships of North Brunswick and East Brunswick, New Jersey.


Chuck Gallagher

Chuck Gallagher


Chuck Gallagher is an acclaimed AI speaker, consultant, and the visionary author of “Blue Goldfish 2.0,” a seminal book that explores the profound impact of artificial intelligence on business innovation. With his extensive experience in ethical leadership and technology, Chuck has created numerous courses that delve into the practical applications of AI across various industries. Additionally, he is recognized as a business ethics speaker, author, and consultant, uniquely integrating ethics with AI. His work is dedicated to empowering professionals with the tools and knowledge to leverage AI responsibly and effectively in today’s rapidly evolving digital landscape.


Russell Gloor

Russell F. Gloor


After serving in the U.S. Army, Mr. Gloor started his professional career in computing technology, working at Pan American World Airways, American Express Company, and finally at IBM, where he rose to become responsible for the IBM Global Services’ worldwide quality assurance program. Russ retired from IBM, and for the last 10 years has served in various capacities for the Association of Mature American Citizens, and is currently with the AMAC Foundation, an IRS approved 501(c)(3) organization. Russ has written two books on Social Security (available on Amazon), writes the nationally syndicated “Ask Rusty” Social Security advice column, and publishes a weekly podcast about Social Security and Medicare.


Glenn Gizzi

Glenn J. Gizzi


Glenn is a Senior Stakeholder Liaison for the IRS. He has worked for the Internal Revenue Service for over 25 years. Glenn worked in the Examination Problem Resolution Unit as a caseworker, as a Cooperating Agent for Criminal Investigations, and was a Taxpayer Advocate at the model walk-in office in Edison, NJ.


Daniel Makoski

Daniel S. Makoski, Esq., LL.M.


Daniel Makoski is counsel to Porzio, Bromberg & Newman, P.C. and a member of the firm’s Wealth Preservation Group. His primary areas of concentration are tax planning, tax controversy, transactional business matters, wills, trusts, and estate planning. Mr. Makoski has extensive experience advising clients on personal income tax matters, including tax-efficient methods of acquiring and distributing assets; negotiating with tax authorities to minimize or eliminate tax deficiencies; appearing in the U.S. Tax Court; and handling IRS appeals. He has also drafted many estate plans, living wills, health care proxies, and powers of attorney. In addition, Mr. Makoski has significant expertise counseling business clients on business formation, mergers and acquisitions, restructuring, governance, and dissolution.


Gary Prince

Gary A. Prince, Jr., CPA, Esq., LL.M.


Gary A. Prince, Jr., Esq. is an attorney of Mantell, Prince & Reynolds, P.C. His practice focuses on matters relating to tax, business planning and transactions, corporate law, estate and trust planning, and estate administration. He has served as an expert and as an expert witness in tax, trust and estate related litigation. He represents families in connection with family office services, including gifting strategies, marital agreements, income tax preparation and many other personal and business issues.


Christina Quinones

Christina Quinones


Christina started with the NJ Division of Taxation in 2007. During her first eight years in the Customer Service Center, she assisted taxpayers directly, as well as practitioners and the business community through the Practitioner Hotline. Christina joined Taxation University in 2015 where she became a key contributor to the employee training program, and continued to assist practitioners and the business community by presenting at seminars and educational events. In April of 2020, Christina moved to the Office of Legislative Analysis to assist in navigating legislation that impacts the Division. Most recently, Christina began serving in the Office of the Taxpayer Advocate, assisting taxpayers with complicated issues that they have been unable to resolve through other means.


Brian Reynolds

Brian D. Reynolds, Esq.


Brian D. Reynolds, Esq. is an attorney of Mantell, Prince & Reynolds, P.C. His practice focuses on matters relating to tax and estate planning, business and succession planning for entrepreneurs, professionals and closely-held businesses, the administration of estates and trusts, estate and trust litigation, taxpayer representation in connection with federal and state tax controversies, charitable planning, and a broad range of personal legal matters.


Steven Siegel

Steven G. Siegel, J.D., LL.M.


Steven is president of The Siegel Group, a Morristown, NJ-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Steven is the author of many books and is a nationally recognized speaker who has lectured on tax, business and estate planning topics. He has also served as an adjunct professor of law at both Seton Hall and Rutgers University Law Schools.


Deirdre Wheatley-Liss

Deirdre R. Wheatley-Liss, Esq., LL.M.


Deirdre Wheatley-Liss is a Principal at Porzio, Bromberg & Newman, P.C. The core of Ms. Wheatley-Liss’s practice is protecting the wealth her clients have earned and created over a lifetime. With a focus on educating clients, this may include creating wills and trusts, tax planning, advising an executor of an estate, representing a beneficiary in a disputed estate, crafting a long-term care asset protection plan, elder law counseling, special needs planning or guardianships. She is an in-demand speaker on estate planning, elder law and special needs planning and is the author of the book Plan Your Own Estate.