Walter Austin

Ph.D., CPA, is an Associate Professor Emeritus of the University of Texas at El Paso. He is registered with several state Boards of Public Accountancy as a sponsor of ethics courses. He has published self-paced learning materials for college accounting texts, a computerized audit practice set, audit sampling templates, and several articles in journals. Walter has also written and presented numerous continuing professional education courses for state and local CPA chapters. Aside from his writing and teaching, he has given speeches to various professional and academic organizations such as the National Association of Accountants, the American Accounting Association, and local CPA chapters. Walter has received numerous teaching awards and is a former Senior Auditor in the financial services industry with KPMG Peat Marwick.

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Whitney Nash

Whitney Nash, CPFA, the President and CEO of Nashional Self-Directed LLC, is a Self-Directed Solo 401(k) retirement plan provider and educational consultant located in McKinney, TX. She has a Bachelor of Science degree from Eastern Michigan University, the Certified Plan Fiduciary Advisor credential from, and is a member of, NAPA, the National Association of Plan Advisors, and passed the Series 65 Uniform Investment Adviser Law Examination.

Before starting National Self-Directed, Whitney spent several years as a financial advisor working alongside her husband, who is a CERTIFIED FINANCIAL PLANNER™ (CFP) professional and CPA. This experience has given her a unique perspective and overlapping knowledge base about retirement plans and their tax implications. In addition to providing educational content about self-directed solo 401(k)s to tax professionals and business owners through webinars, Whitney has also been published in Today’s CPA, TheDailyCPA.com, and Noobpreneur.com and has been quoted in Forbes.com, CarolRoth.com, and GigSalad.com, to name a few.

Website for Hyperlinking: https://www.nashionalsd.com/

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Frank Castillo

About me? I am the proud son of Francisco and Mercedes Castillo, two courageous Cuban immigrants who sought and found the American Dream. I was born in Boston, MA on April 15th; needless to say, my future as a CPA was predetermined!

My specialty? Restoring the natural balance of daily life by offering continuing education to awaken your mind during the day.... and deliver consulting services so you can sleep better at night.

My approach? Delivering on promises with integrity, thoughtfulness, and joie de vivre!

• Author of over 250 continuing professional education courses across various fields of study including personal development, accounting, taxation, regulatory ethics, economics, technology, and finance. Course delivery methods include self-study text, webinars and nano offerings.
• Provide “Personal CFO” services to high net worth individuals, including executives, entrepreneurs, professional athletes, and performing artists. Tailor client specific solutions utilizing comprehensive tax and financial planning strategies.

I have had the true pleasure of meeting so many talented and generous people over the past 30 years. Four of my absolute favorites are my wife Andrea and my three children (Amanda, Dominick, & Mary) who remind me on a daily basis that laughter truly is the best medicine!

Thank you for taking the time to find out more about me. I look forward to hearing from you.

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Andrew Clark, EA

Andrew is an Enrolled Agent and the President of both Andrew Clark Enterprises and Tax CE Publishing. Andrew has been involved in the CPE market since 2010. In addition to writing CPE programs, Andrew provides tax consulting and tax preparation services to clients in the Sacramento region. Andrew is also an entrepreneur and enjoys consulting with other entrepreneurs helping them to achieve succes

Andrew enjoys both reading about taxation topics and creating easy-to-understand programs revolving around these complex concepts. He is also an in-demand lecturer due to his thorough understanding of the tax code and tax code changes.

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Anthony J. Rocca, Esquire

Anthony J. Rocca, Esquire is the President of the Law Offices of Anthony J. Rocca, P.C. with offices in Philadelphia, Pennsylvania. He is admitted to practice in the Commonwealth of Pennsylvania and the State of New Jersey representing a wide range of individuals and business owners. Anthony concentrates his practice in the areas of corporate/business law, business transactions, real estate, estate planning, family business succession planning and estate administration. Drawing on more than 30 years of experience, Anthony is committed to providing sound advice and legal counsel with personal attention in matters of critical importance to his clients and their families. His practice successfully balances intra-family dynamics with efficient tax and asset distribution planning

Anthony is also a shareholder in the continuing professional education firm of Werner-Rocca Seminars, Ltd. He lectures extensively in the areas of protection of assets, preservation of wealth, business succession and estate planning and other tax matters. He has authored and presented hundreds of continuing education seminars since 1995 for the members of more than 24 State Accounting Societies as well as other financial and insurance advisory organizations. Anthony applies the skills he acquired through teaching in his law practice and takes time to educate his clients. He knows that an educated client is better equipped to articulate his or her needs and objectives, understand alternate strategies and make informed decisions.

Anthony currently serves as President of the Board of Directors of the Association for Adults with Developmental Disabilities (AADD), a non-profit organization in southeastern Pennsylvania. AADD’s mission is to nurture personal relationships, instill positive work habits and greater independence for developmentally disabled adults 18 years of age and older, while supporting caregivers and increasing the acceptance of these individuals. Anthony is also a 2012 Multiple Sclerosis Leaders Circle Honoree.

Anthony received his Degree in Juris Doctor from Temple University School of Law in 1981. He holds a Bachelor of Arts in Political Science from the Pennsylvania State University.

On weekends, Anthony is either cycling, gardening, or making gourmet pizzas for family, friends or a local charity fundraiser. He resides in Montgomery County, Pennsylvania with his wife, Linda, and their three children.

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Art Werner

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.

In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.

Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

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Allison McLeod

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England.

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.

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Bradley Burnett

Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 35 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns.

Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank, and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and a law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program.

Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey, and Canada. He has authored texts of 35 CPE courses.

Bradley served as an adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch hit teaching the IRS practice and procedure topic. He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9. Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top-rated, most requested instructor for CPA Society annual tax conferences.

Burnett’s seminar style is to deliver the subject matter in a briskly paced, enthusiastic, and witty fashion. His forte’ is the candid communication of practical ideas relating to tax law.

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Charles Montecino

Charles K. Montecino, is a Shareholder of Montecino & Ciaccia, P.A. As a Certified Public Accountant and Certified Tax Resolution Specialist, he has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.

Charles also works with owners of small businesses on their monthly bookkeeping, payroll, and QuickBooks needs and enjoys working with them to help them grow their businesses. He is a Certified QuickBooks ProAdvisor.

2008 Top Practitioner Award from the American Society of Tax Problem Solvers.Charles has spent his 40-year career in public accounting, and 32 of the 40 years running his own firm. He is a licensed CPA in New Jersey and Pennsylvania and is a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee with the New Jersey Society of CPAs. Charles is a member of the American Institute of CPAs, New Jersey Society of CPAs, Pennsylvania Institute of CPAs, the American Society of Tax Problem Solvers, and the Gloucester County Chamber of Commerce.

Charles earned his accounting degree from Rutgers University. When he is not working, he enjoys baseball watching the Phillies and football, following both the Philadelphia 76ers and the Rutgers team. He also enjoys fishing, traveling, reading, spending time with his family including his two grandsons, and woodworking.

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Danny Santucci

Danny earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California.

His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines & Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders, in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning.

Danny has been an officer and active member in various organizations including the Glendale Bar Association, Century City Bar Association, Orange County and Los Angeles County Bar Associations, California State Bar Association, Toastmasters and Lions Club. He has been admitted to practice before all California and federal courts including the United States Tax Court and the United States Supreme Court.

Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny has taught a variety of tax, business, and real estate courses. Danny spoke all across the country as a speaker for all levels of professional and civic organizations and numerous seminar circuits. The author of 70 texts, Danny addressed over 2,000 people per month and traveled more than 150,000 miles annually before reducing his schedule to devote himself to his continuing professional education self-study materials. He is listed in “Who’s Who in Creative Real Estate” and is admitted to the American Exchangor’s Hall of Fame.

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David Ringstrom

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

• Microsoft Excel
• Microsoft Access
• Sage 50/Peachtree Accounting
• QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

• National Association of Certified Valuators and Analysts
• Georgia Society of CPAs
• South Carolina Society of CPAs
• Georgia Government Finance Officers Association
• Atlanta chapter, American Society of Women CPAs
• Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting.

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Davis Jackson

Since 1978, Davis has filled nearly every role a CPA can have: from staff accountant in audit, tax and consulting areas with both regional and Big 8 firms, to owner of his own firm and then corporate Controller and CFO roles. A graduate of Washington & Lee University, Davis served as an infantry officer with the 1st Cavalry Division.

Teams that Davis has led or worked on have consistently won national awards as varied as the INC 500 list of fastest growing companies, best waterpark from Amusement Today magazine, Turnaround of the Year from both the Chicago chapter and the national Turnaround Management Association, plus Excellence in Enterprise Risk Management from Treasury and Risk magazine.

Davis has authored four books and has been teaching CPE for many years, in-house on numerous occasions and more often publicly in recent years. His public speaking experience includes testifying before Congress on two occasions, persuading both the Republican Party of TX State Convention and grassroots Democrats at four Change Is Coming meetings to embracing the Economic Rescue solution, speeches to local groups such as Rotary clubs, advocacy before governmental bodies and presentations for the Center for Faith Development.

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Eva Rosenberg

From the age of 10, Eva always wanted to grow up to be an author. But, when it came time for college, she did the practical thing – studied accounting to ensure a steady living. This turned out to be a lot more interesting than expected. Though, when it came to tax classes, Eva felt those were a total waste of time.

Why? The instructors devoted all the precious time to teaching things that always changed – like the exemption amounts, standard deductions, and other things that were printed directly on each year’s forms. They never taught anything useful, like how to use the tax code to pay the least amount of taxes. Since tax law changes every year, this just seemed like too much trouble to learn. Tax was definitely not the field for Eva!

Somehow, during the course of studying for her MBA in International Business, Eva got sidetracked. She accepted a job in the tax department at a national CPA firm. It got merged into Ernst & Ernst. The job was just for a little while, then Eva would move on to her passion, International Marketing. That was over 30 years ago – and she’s still doing taxes!

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Frank Ryan CGMA MBA

Francis X. Ryan is a CPA, author, commentator and expert in corporate restructuring and management. He is a graduate of Mt. St. Mary's College and has an MBA from the University of Maryland. He has almost 40 years' experience working with organizations in transformation and has worked on numerous lean and activity-based costing initiatives. He has served on the boards of three publicly traded companies and as audit committee chair of two. Additionally, he has served on the boards of privately held companies and numerous non-profit organizations. He served on the ethics committee of the Pennsylvania Institute of Certified Public Accountants for four years and was Chair of the Committee in 2014-2015. Ryan is also a retired marine reserve colonel. His personal military decorations include three Legions of Merit, the Bronze Star Medal, the Defense Meritorious Service Medal, the Navy Commendation Medal and the US Army Commendation

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Garett Wasny

Since 1995, Garrett has delivered thousands of presentations on Internet strategy to hundreds of leading accounting institutes, industry associations, Fortune 500 companies, small and medium-sized enterprises, business schools and other legal, medical, engineering, pro sports and executive education organizations.

Garrett's writing credits include four books, dozens of e-books and hundreds of articles on online business for scores of leading business publishers, syndicates and magazines including McGraw Hill, John Wiley and Sons, Knight Ridder, the Financial Post, Journal of Commerce and World Trade.

He's also won numerous awards for his writing, speaking and web design.

Garrett’s academic credentials include a Bachelor of Arts with Honours (BA Hons) degree and a Master of Arts (MA) degree. His professional accreditations include Certified Management Consultant (CMC), Certified International Trade Professional (CITP) and FITP (FITT International Business Professional).

Garrett is trusted by the most respected governing bodies for accounting and business today. In the United States, his webinars are approved by NASBA (National Association of State Boards of Accountancy). In Canada, his in-person seminars are approved by the Chartered Professional Accountants (CPA) Canada provincial institutes.

In 2017, Garrett is scheduled to deliver 150+ professional development events across North America on a range of technology and accounting topics. The presentations are hosted by leading accounting CPE providers such as Thomson Reuters, CPE Solutions, CPA Crossings, CPE Link, Clear Law Institute and CPA Institutes. His courses cover online productivity, Internet search, digital transformation, mobile computing, social enterprise and tax.

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Jean Mammen

Jean Mammen is an Enrolled Agent with two decades of professional experience doing individual income tax returns. She presents seminars and webinars related to tax professionals and other groups. She was an instructor for a leading tax firm for ten years. Jean specializes in tax areas with an international flavor, likely because she is a retired U.S. Foreign Service Officer and a Returned Peace Corps Volunteer (RPCV).

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Mary S. Schaeffer

Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that really work—without making a major dent in the bottom line. Armed with a degree in math and a graduate degree in finance, she takes a “roll up your sleeves and dig into the details” approach to finding solutions to those problems that cause migraines for CFOs, controllers, and managers

Fifteen years spent researching and writing about payment issues gives Mary a unique vantage point. Combine that with an almost equal amount of time spent in the corporate trenches of several large finance and treasury departments, and you’ll understand why she’s become known as America’s leading accounts payable expert.

A wide variety of institutions have taken advantage of her unique expertise: John Wiley & Sons has published over a dozen of her books; CRYSTALLUS, Inc. relies on her know-how to direct its professional publication, training, and consulting business; and the Institute of Financial Operations (IFO) turned to her to serve as its editor-in-chief, steering cutting-edge commentary into its Financial Ops magazine. She also developed the IFO’s Innovating Accounts Payable certificate program.

Mary shares her expertise in a variety of venues, giving 1-day seminars, as a guest speaker at regional and national events, and online in 25–30 webinars each year. For Western CPE, she produces self-study courses and webcasts.

She has a BS in mathematics from York College (CUNY) and an MBA in finance from New York University.

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Michael Morgan

An accomplished CPA with over 35 years of experience in public speaking in the subjects of auditing, Accounting, Governmental Accounting, and Auditing, and ethics. Michael is the president of a consulting firm that specializes in international auditing and taxation. Michael has authored several accounting and auditing manuals and presented numerous seminars on accounting, auditing, and ethics both nationally and internationally. Michael is a nationally recognized instructor for the AICPA and has presented courses for multiple state societies and CPE providers. Michael Morgan also served as an accounting instructor in the School of Business at Old Dominion University in Norfolk, Virginia. Michael also serves as a reserve first responder in his community. Michael spends most of his time now (when not lecturing) enjoying time on the farm with his wife and many animals.

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