ACPE has assembled a prestigious group to present our 2021 courses, including authors, 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!

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.


Margaret F. Gallagher


CPA, WithumSmith+Brown

Peggy is a principal and licensed CPA at WithumSmith+Brown. She has 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 has authored articles on technical accounting topics appearing in professional publications, various websites, and FASB comment letters on proposed accounting standards.


Glenn J. Gizzi


Senior Stakeholder, Internal Revenue Service

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.


Tom Hardin

Tom Hardin


Tom Hardin previously spent much of his career as an investment analyst in the financial services industry. In 2008, as part of a cooperation agreement with the U.S. Department of Justice, Tom assisted the U.S. government in understanding how insider trading occurred in the investment management industry.

Known as “Tipper X,” Tom became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. As the youngest professional implicated in the sting, Tom was tasked with wearing a covert body wire on over 40 occasions to help the FBI bring down some of its biggest targets in the industry.

In a reunion of sorts, Tom was invited by the FBI-NYC’s office to speak to their rookie agents in 2016 and is now a global keynote speaker, corporate trainer and board advisor on behavioral ethics, the fraudster mindset and organizational conduct and culture risk. Through rigorous self-examination, Tom took responsibility for his actions as a young professional, used the experience to transform his life and is now on an on-going journey into behavioral science and why professionals sometimes make the wrong decision.

Tom holds a B.S. in Economics from the Wharton School at the University of Pennsylvania. His riveting life story is the subject of a forthcoming book, The Inside Story of Tipper X.


Michael Kovacs

Michael Kovacs


Mike has been with the NJ Division of Taxation since 2003. He started his career as a Customer Service Call Center agent before moving to the Trenton Regional Information Center, where he provided direct assistance to the public. He has been with Taxation University since 2013. His customer service background has given him a well-rounded knowledge in all tax types. He recently took a primary role in representing the Division at our Small Business Workshops where he conducts presentations on New Jersey Income and Business Taxes.


Bruce Mantell


CPA, Esq., LL.M.

Bruce is a shareholder in the law firm of Mantell, Prince & Reynolds, P.C., Murray Hill, NJ. The firm specializes in tax and business planning, estate planning and administration, mergers and acquisitions, tax controversy matters and ERISA.


Abra Wilson


Abra has been with the Division since January 1999 and has been an instructor since 2008. She is a team leader and mentors new trainers to the unit. She values providing accurate tax information to the public and Division employees by conducting tax workshops all over New Jersey and beyond and conducting in-person and virtual classes for Division employees.


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 business transactions, corporate law, estate and trust planning, and estate administration. He has served as an expert and as an expert witness in tax and 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.


Paul Sanchez

Paul Sanchez


CPA, CBA, CFSA

Paul 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 owner and auditing seminar leader for the Person/Wolinsky CPA Review Courses in the NYC-Metropolitan area.


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 R. Wheatley-Liss


Esq., LL.M., Principal

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.