ACPE has assembled a prestigious group to present our 2023 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

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, 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 is the Founder of Verracy and an internationally recognized speaker and training facilitator for Internal Audit, Risk and Fraud. When she is not speaking publicly or facilitating trainings, Ms. Breslin conducts fraud investigations and provides management consulting for internal audit and fraud. Mary has over 25 years of experience in Internal Audit, Fraud, Accounting and Management, including working for global companies such as Costco, Barclay’s Capital, ConocoPhillips, and Boart Longyear. She has implemented and managed audit programs in over 50 countries. Additionally, Mary has led fraud investigations in numerous countries spanning six continents. Ms. Breslin has spoken at the Global ACFE Fraud Conference for the past four years. She also spoke at the African Fraud Conference in Johannesburg, South Africa in 2018 and has been invited to speak at this year’s Asian Fraud Conference in Singapore. Ms. Breslin attended Rutgers University and University of Phoenix. She has a BS in Accounting and an MBA, which was completed from the University of Phoenix while living abroad after accepting an expat assignment and moving to Italy. Mary is a Certified Internal Auditor and a Certified Fraud Examiner.

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 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

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.

Raymond Liebman

Raymond L. Liebman, Esq., CPA

Mr. Liebman is a practicing attorney and CPA for over 50 years, who now specializes in real estate and business transactions, and especially IRS Code 1031 exchanges. He has acted in various capacities (whether as an attorney or as a qualified intermediary) in a number of multi-million-dollar real estate exchanges throughout the country. Mr. Liebman has presented extensively to attorneys and CPAs around the country. He has also presented to the U.S. Treasury, the Civil Court of the City of New York, New Jersey Enrolled Agents and to the Staten Island Board of Realtors. He has served as Chairman of the Richmond County Bar Association Committee on Taxation since 1988 and is also on the faculty of the Academy for Professional Education.

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.

Renee Rampulla

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.

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.

Gary Weiss

Gary Weiss, Author

Gary Weiss is a veteran investigative reporter and author who has been covering fraud, white collar and organized crime for decades. His latest book, Retail Gangster: The Insane, Real-Life Story of Crazy Eddie, published by Hachette Books in August. 2022, was greeted with critical acclaim. Gary was a contributing editor at Condé Nast Portfolio, and his freelance work has appeared in numerous publications, including Bloomberg View, Columbia Journalism Review, Barron’s, Parade, The Daily Beast, Money,,, and The New York Times. He is the author of Born to Steal (Grand Central, 2003), Wall Street Versus America (Portfolio, 2006) and Ayn Rand Nation (St. Martin’s Press, 2012). Gary was an adjunct professor at the Columbia University Graduate School of Journalism. He has won numerous awards and was a finalist multiple times for the National Magazine Award and the Gerald Loeb Award for Distinguished Business and Financial Journalism.

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.