Adam Elbendary
CEO of Cleverman Inc.Adam is the CEO of Cleverman Inc., a Digital Marketing Agency based out of NY, specializing in Social Media Management, Online Lead Generation, E-Commerce Advertising, Influencer Marketing & Celebrity Endorsements, and Web Development, Coding, and Automation. Adam is recognized in publications such as Yahoo Finance, Barron’s, Business Insider, Marketwatch, and Nasdq.com, among others. Adam holds a BA in Management Consulting from the A.B. Freeman School of Business at Tulane University.
Bruce Kletsky
Managing Director at FI Group/National Tax Advisors, Inc.Bruce is a trusted tax advisor focusing on tax incentives. In this role, he helps Startup’s and global companies identify and uncover federal and state R & D tax credits that are frequently missed or misunderstood. In fact, this is the most “robust” tax incentive available!
What is the R & D tax credit? – this is a government sponsored tax incentive that was created 38 years ago by Congress to entice companies to innovate and create technical jobs in the United States.
Basically, it is a job credit that minimizes federal and state income tax liabilities.
Having successfully managed over 500 corporations, Bruce helps corporations identify traditional and non-traditional R & D activities; minimize risk by providing tools that meet IRS documentation requirements in order to create a transparent and “Best Practice” that will help generate “cash flow”, and benefit clients for many years.
Bruce Mottel
Owner, Bruce H. Mottel, CPA
Cynthia Ruelas
Certified Bookkeeper and Profitability Consultant, Oracle Bookkeeping & Profitability Consulting, LLCCynthia has been an accounting professional for over 20 years’ with a collaborative approach to holistically support clients and works well with CPA’s and professional advisory. From payroll and bookkeeping, P&Ls and QuickBooks she also works setting up books and records. Cynthia helps streamline the process and ensures the business owner and their professionals all have the accurate information they need to ensure profitability. She is currently knee deep and quite knowledgeable helping clients with the PPP loan forgiveness application and with clients in NM, AZ, NY and NJ she holds an exceptional depth of knowledge.
Daniel E. Schulman
Client Strategist, BNY Mellon Wealth ManagementDaniel Shulman is a client strategist for BNY Mellon Wealth Management. In this role, he is responsible for new business development in the New York Metropolitan Region, and works with individuals and families to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their overall financial goals.
Eric Fried
CPA Partner, assisting business & high net worth clients with tax/estate planning/structuring, and advisory servicesSpecialties: Real estate, closely-held businesses, financial service companies, partnerships and LLC’s, high net worth individuals
Eric Goodman
Problem Solver | Financial Strategies for Business Owners | Partner to CPA's and AttorneysEric J. Goodman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services offered solely by Equity Services, Inc. Member FINRA/SIPC. 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY 11788 (631-582-6400). The Quintessential Experience in Financial Services is independent of Equity Services, Inc. Eric J. Goodman is licensed to sell securities in New York. He is also insurance-licensed in New York. An “endorsement” of this individual is not a referral of him for investment advisory services.
Jeffery Rosen
Joel Meltzer
Owner at Meltzer Accounting and Tax ServiceOwner of Meltzer Accounting and Tax Services.
We prepare income taxes, sales taxes, payroll taxes, & corporate taxes.
We are a family business!
Larry Bloom
Founding member of BloomSchon CPAs LLCLarry is one of the founding members of BloomSchon CPAs LLC and has over 30 years’ experience advising privately held companies, professional practices, investment partnerships and entrepreneurial people in all areas of tax, accounting and auditing and business operations management. Larry graduated from The American University, in Washington, D.C. with a Business Administration degree with concentrations in Accounting and Finance. He received his formal training at a prestigious medium size accounting firm in New York City. Throughout his career Larry has served on various committees of the Nassau Chapter of the New York State Society of Certified Public Accountants and NCCPAP. BloomSchon CPAs LLC firm clients are small business and middle market companies in the technology, manufacturing, distribution sectors, real estate entities and service based industries.
Lawrence Scherer
Managing Member of the law firm of SCHERER & PUDELL, PLLC, and Estate Planning and Elder Law Attorney in Garden City, New York.Lawrence J. Scherer, Esq., CPA, LL.M., is the Managing Member of the law firm of SCHERER & PUDELL, PLLC, and is a practicing Estate Planning and Elder Law Attorney in Garden City, New York. Holder of a CPA license since 1985, he received his Juris Doctor degree from Brooklyn Law School in 1989 and his LL.M., in Taxation from the Graduate Law Division of New York University School of Law in 1991. Prior to establishing SCHERER & PUDELL, PLLC, he had performed both domestic and international tax planning for one of the “Big Six” accounting firms, worked in the tax department of a large NYC law firm, in addition to clinical assignments with the District Counsel Office of the Internal Revenue Service and Law Department of the Nassau County Surrogate’s Court. He has had numerous radio and TV appearances, lectured on various Estate Planning issues and drafted articles on topics from Charitable Remainder Trusts to International Tax Planning for the Expatriate. He works with numerous accountants, attorneys, insurance agents, financial planners and stockbrokers in designing and implementing sophisticated Estate Planning programs. He limits his practice to Estate & Business Succession Planning, Elder Law, Probate and Administration, Real Estate, Corporate and Tax Law.
Neil Himmelstein
President of Main Street Planning Group * Life Insurance, Annuities, Disability , Wholesaler* Planning ExpertNeil Himmelstein founded Main Street Planning Group, a full service life brokerage that began in 2008 . MSPG wholesales, life, annuities, disability, long term care . His expertise is in advanced case design and underwriting; specializing in high net worth planning and concepts for individuals and businesses. Neil is an advocate for long term care planning and utilizes stand-alone and hybrid insurance solutions as well as legal and financial concepts to protect client needs.
Neil had developed a fixed and immediate annuity platform that services LOSAP programs. independent agents, as well as financial institution platforms.
Past president Naifa Suffolk, Co-founder LIAFPN, Co-founder LI Works in Center Moriches, past VP chamber of commerce.
Recipient of the Rudy Stegman award for Professionalism.
Phil Kanyuk
Litigation & Valuation Services Partner at Nussbaum Yates Berg Klein & WolpowMr Kanyuk is partner in charge of the Business Valuation and commercial Damages Department at Nussbaum Berg Klein & Wolpow CPAs, LLP. Mr. Kanyuk is an Accredited Senior Appraiser of the American Society of Appraisers and Accredited in Business Valuation and Certified in Financial Forensics from the American Institute of Certified Public Accountants. Mr. Kanyuk is also qualified by the State of NY Unified Court System to serve as Accountant to Receiver pursuant to NYS Part 36. Mr. Kanyuk specializes in investigative and forensic accounting services for the public and private sector, he also provides services relative to damage calculations and business valuations in the litigation area. On numerous occasions he has been qualified as an expert witness in New York Supreme and Federal District Court, as well as, by the American Arbitration Association and Delaware Chancery Court. He is an experienced forensic and investigative accountant, expert witness and business valuator with over 20 years of litigation and damage calculation/valuation experience and over five years of public accounting experience. Mr. Kanyuk is a veteran litigation support expert who has taught and lectured on a wide range of valuation and forensic accounting issues.
Rob Fishman
Business Growth Architect Author & Keynote Speaker Sales Trainer, Sales Management & Leadership AdvisorDrawing on over 35 years of business ownership, Rob Fishman is a partner and owner of Sandler Training of hauppauge, a Long Island based company that focuses on executive leadership, sales management and the sales process. He has coached, trained, and mentored sales and sales management teams, as well as executive leadership on the Sandler systems and team-building to help his clients extract the growth and profitability they are seeking.
Scott Lewis
Financial AdvisorScott’s career in the financial services industry started in 1998, having spent time with both New England Financial Group and Mass Mutual Insurance company before branching out on his own as an independent broker. Faced with the challenges of offering his clients independent advice and additional resources Scott decided to join the Signature Group of Companies in Oct of 2011.
Scott’s experience in meeting the needs of small businesses dates back over thirty years. After attending the University of Denver, Scott participated in several family-owned business ventures that included bottled water distribution and garment manufacturing.
Being able to combine his knowledge and life experiences offers him an insight in assisting his clients. This includes helping to solve and set targets for retirement, survivor needs, disability concerns, and long-term care insurance choices.
Teresa Garzon
Senior Payroll Advisor at isolved HCMTeresa Garzon is Treasurer of the Long Island Accountants and Financial Planners Network. Teresa is a Senior Payroll & HR advisor specializing in new client payroll implementation, client maintenance and human resource management. With over 12 years of payroll experience, her areas of expertise include payroll vendor transitions, tax compliance, payroll technology integration, time clock management, tax credits and human resource consultation. Teresa received her Certificate in Accounting in May of 2008. She has worked with a diverse group of industries from restaurants, medical practices, construction, financial firms and NBA teams. Teresa currently works with local business owners of mid-market companies nationwide, helping them navigate through the complexity of payroll, HR and credit card processing.
Timothy Kennedy
Specializing in the financial tool of reverse mortgages since 2008, I have used my expertise, knowledge, & experience to help countless seniors maintain their security, financial independence, dignity and control. Known as an expert in the field, I am a speaker, consultant, & senior advocate. I am 1 of 155 mortgage professionals with the ‘Certified Reverse Mortgage Professional’ designation from the National Reverse Mortgage Lenders Association. I receive such joy with the services I provide & the benefits seniors & their families receive from them. I have also worked, for years, with like-minded financial and legal professionals on the benefits of a reverse mortgage as a tax efficient retirement income tool. After all, A Reverse Mortgage in 4 simple words…. “It’s just a mortgage”.