ACPE has assembled a prestigious group to present our 2020 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!

Chuck Gallagher


Speaker and Author

Chuck Gallagher is a nationally known speaker on ethics. In mid-career, Chuck lost everything because he made bad decisions when it came to ethics, and has remade himself teaching others to learn from his mistakes. He has appeared on CNN, CBS, and NPR radio and just finished his new book, Second Chances: Transforming Adversity into Opportunity.


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.


Toby Groves


Ph.D.

Toby is a social cognitive scientist, speaker and writer. He researches innovative thinking approaches that spark insight, with a focus on higher-order critical thinking, problem solving and communications. He presents his unique content using vivid mental imagery and radically interactive exercises. His fascinating history spurred a lifelong research journey in advanced critical thinking and communications in expert environments. A popular speaker amongst leading organizations in industry, government, and academia, Toby works with experts that provide society’s most critical services including the audit, intelligence, investigative, legal and medical communities. Toby has a PhD in psychology, an MA in industrial-organizational psychology, and has training in a unique combination of forensic psychology and forensic accounting.


Bruce Mantell


CPA, Esq., LL.M.
Mantell, Prince & Reynolds, P.C.

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. He has served as an expert witness in tax, trust and estate-related litigation.


Michael S. Mirone


Esq., LL.M.
Porzio, Bromberg & Newman, P.C.

Michael Mirone is Counsel in the Wealth Preservation department at Porzio, Bromberg & Newman, P.C. and has over 20 years of extensive experience in the areas of Trusts and Estates and Tax Law. He handles all aspects of wealth preservation including establishing succession planning strategies for business owners, counseling high-net-worth individuals on legal approaches for estate, gift, and income tax planning and related tax returns, drafting wills and trusts, as well as managing estate and trust matters.


Scott H. Novak


J.D., LL.M.
Post, Polak, P.A.

Scott Novak is Of Counsel to Post, Polak, P.A.  He specializes in tax law, with a focus on tax controversy and estate planning.  Mr. Novak is admitted in New York and New Jersey, has written many tax-related articles, and speaks frequently to accountants and attorneys about tax and estate planning topics.  He is an adjunct professor at Fairleigh Dickinson University and the Co-Chair of the Bergen County Bar Association Tax Section.

 

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Gary A. Prince, Jr.


CPA, Esq., LL.M.
Mantell, Prince & Reynolds, P.C.

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.


Christina Quinones


New Jersey 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 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


J.D., LL.M.
The Siegel Group

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
Porzio, Bromberg & Newman, P.C.

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.”