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Matt Brodie, CPA, MTA, is President of the tax firm of M. Brodie Associates, Inc. His practice involves all phases of tax work, including research and planning, compliance, and representation before tax authorities. Prior to M. Brodie Associates, he worked for a major regional accounting firm for 8 years. Matt is also Associate Professor in the Graduate Tax Program at Fordham University and a successful author and speaker.
Vern Hoven, CPA, MTA, is one of America’s premier tax presenters and speaks to over a hundred groups every year. He consistently receives outstanding evaluations and has won numerous awards, including the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association. Vern is the author of the best selling Real Estate Investor’s Tax Guide and a favorite radio, television, and newspaper interviewee.
Robert Keebler, CPA, MTA, is a partner in Virchow, Krause & Company, LLP, and is chair of its financial and estate planning team. His practice includes family wealth transfer and succession planning, retirement distribution planning, estate administration, and IRS representation. He is a 2007 recipient of the prestigious Distinguished Estate Planners Award from the National Association of Estate Planners and Councils and recognized by CPA magazine as one of the top 100 most influential CPAs in America. He is frequently quoted in publications such as The Wall Street Journal, USA Today, Worth, Kiplinger’s Report, and Forbes.
Jeffrey H. Rattiner, BBA, CPA, MBA, CFP®, is President of JR Financial Group, Inc. Jeff provides tax, financial planning, and money management services to individuals and financial planning professionals. His Financial Planning Fast Track® program, which trains professionals to become CFP® licensees, received critical acclaim in Financial Planning Magazine. He is the author of Rattiner’s Review for the CFP®; Certification Examination Fast Track Study Guide, Rattiner’s Financial Planner’s Bible, and Getting Started as a Financial Planner.
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Rod Redding, PhD, CPA, has been an accounting professor at the University of Utah, University of North Carolina, Gettysburg College, and Elon University. Rod, who is considered one of the most dynamic accounting instructors in the country, began his career with PricewaterhouseCoopers and has written numerous accounting articles and books.
Anthony Rocca, JD, is a shareholder in the lecture firm of Werner-Rocca Seminars, LTD. His areas of expertise include corporate and business transactions, tax and estate planning, and asset protection strategies. Anthony is a member of the Pennsylvania and New Jersey Bars, and he lectures extensively in the areas of protection of assets, preservation of wealth, and other tax matters. He has presented well in excess of 200 seminars over the past decade to various state accounting societies, stock brokerage houses, financial planners, and insurance agents.
Danny Santucci, JD, is a prolific author of tax and financial books and articles. 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, and Jonas and worked for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. He went into sole practice in 1995 to focus on business taxation, real estate law, and estate planning. Danny speaks to more than a hundred groups each year and is known for mixing his extensive expertise with an incredible sense of humor.
Art Werner, JD, received his Bachelor of Science in Accounting and Master of Science in Taxation. He is currently a shareholder in the lecture firm of Werner- Rocca Seminars, LTD. His areas of expertise include business, tax, estate planning, and financial planning. He has received numerous teaching awards, including the AICPA’s Outstanding Discussion Leader Award. |
