Neil Himmelstein
Neil 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. Planning, Elder Law, Probate and Administration, Real Estate, Corporate and Tax Law.
Lawrence J. Scherer
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.
Larry Bloom
Larry 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.
Philip Kanyuk
Mr 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.
Teresa Garzon
Teresa 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.
Tim 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”.
Rob Fishman
Drawing 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.