ACPE has assembled a prestigious group to present our 2022 courses, including authors, CPAs from leading firms, prestigious lawyers from central New Jersey, a Cybersecurity 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.


William Eskin, CPA


CPA

William is very active in the accounting, auditing, and fraud investigation fields where he may be best known for identifying and proving CPA malpractice. In addition, he is a Discussion Leader for the AICPA and Surgent where he leads numerous courses and presentations in the fields of GAAP, GAAS, and SSARS compliance, as well as fraud detection and prevention. Previously, Mr. Eskin had been the Director of Financial Analysis & Investigation for the world’s largest surety group where he worked principally with claims attorneys and underwriters in analyzing complex surety issues, investigating & reducing potential claim exposure, and maximizing recoveries principally through identifying and proving CPA malpractice.


Andrew Fastow


Andrew was the Chief Financial Officer of Enron Corp. from 1998 to 2001. In 2004, he pled guilty to two counts of securities fraud and was sentenced to six years in federal prison. He completed his sentence in 2011. Mr. Fastow currently provides litigation support at a law firm, and he consults with corporations, attorneys and hedge funds on how best to identify potentially critical finance, accounting, compensation and cultural issues.


Glenn 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.


David Katz


CPA

David is a leader in all aspects of the delivery of audit and audit-related services to public and private companies in various industries, including Financial Services, Technology, Life Sciences, Manufacturing and Distribution and employee benefit plans. He has continued experience interpreting and applying technical accounting and auditing standards, including support on lease accounting, revenue recognition and financial reporting matters. He is a frequent presenter and author of numerous topics. He is also an active member of the NJCPA Career Awareness Program as a presenter and a mentor.


Michael Kovacs

Michael Kovacs


Taxpayer Service Representative
New Jersey Division of Taxation
Taxation University

Mike has been with the Division 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.


Dan Makoski


J.D., 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.


William Malkin


Supervisor
New Jersey Division of Taxation
Taxation University

Bill supervises Taxation University, a team of tax specialists and instructors within the New Jersey Division of Taxation. Bill started with the Division in 2005 as a Call Center agent. Prior to that, he was a public-school social studies teacher.

For nearly fourteen years, Bill worked his way through the Division’s Call Center. First as an agent, then in the Assistance and Resolution Unit where he handled calls from the tax practitioner community and eventually as a team leader.

Bill’s experience on the “front lines” educating the public and his prior experience as a teacher made him a natural fit to take over as leader of Taxation University, where he strives to uphold the excellent reputation of Taxation University while furthering goals of fostering voluntary compliance by making tax law education an engaging or even fun process.

Bill is an amateur filmmaker and has written and starred in a number of short films. He is also the founder of a charity group based on the movie Ghostbusters.


Bruce Mantell


CPA, Esq., LL.M.

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


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 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.


Renee Rampulla


CPA, CGMA

Renee Rampulla, CPA CGMA is the managing member and founder of Rampulla Advisory Services, LLC. She has over 30 years of experience in accounting, auditing, and professional ethics. She is an author of several accounting and auditing publications and continuing professional education courses for the AICPA, various State Societies and numerous other organizations. She is a frequently requested speaker and a five-time recipient of the AICPA’s Outstanding Instructor Award and a recipient of the 2016 New Jersey Society of CPAs “Women of Note.” She has taught over 1,000 continuing education courses. She has serviced public and privately held entities ranging from manufacturing and service sectors, to financial services. Renee is a member of AICPA Council. She was recently appointed to the AICPA’s Auditing Standards Board and has served in numerous leadership roles for the New York State Society of Certified Public Accountants and NJCPA.


Robert Siciliano


Robert is a security expert and private investigator with 30+ years of experience, #1 Best Selling Amazon.com author of 5 books, and the architect of the CSI Protection certification, a Cyber Social Identity and Personal Protection security awareness training program. He is a frequent speaker and media commentator, and CEO of Safr.Me, and Head Trainer at ProtectNowLLC.com. Robert has been featured on CNN, Fox News, CNBC, MSNBC, ABC World News Tonight, NBC Nightline, CBS Early Show, Today Show, Good Morning America, and featured in The New York Times, Wall Street Journal, Time Magazine, Fortune, Forbes, Entrepreneur and many more. His personal mission is to inform, educate and empower people so they can protect themselves and their loved ones from violence and crime in their everyday lives, both in their physical and virtual interactions.


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.

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.