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Owen Fiore, JD
Owen Fiore has over 40 years’ experience as a California tax and estate planning attorney and CPA. He has achieved a national reputation for practical, action-based estate planning, including resulting tax litigation. Currently based in Idaho, he now advises clients and their professional advisors as a non-lawyer consultant on effective, practical wealth planning, compensation, valuation, and equity strategies. Owen is the author of many articles on taxation and has lectured nationwide on tax and estate planning subjects, especially FLPs and valuation issues.
Michael Morgan, CPA
Michael Morgan has over 30 years’ experience in public speaking. He is the president of a consulting firm that specializes in international auditing and taxation. Michael is the accomplished author of several accounting and auditing manuals. He has traveled internationally, conducting seminars on accounting and auditing topics. Michael also is a nationally recognized instructor for the AICPA. For several semesters, he was an accounting instructor in the School of Business at Old Dominion University in Norfolk, Virginia.
Jeff Rattiner, BBA, CPA, MBA, CFP®
Jeff H. Rattiner is President of JR Financial Group, Inc. He 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® professionals, received critical acclaim in Financial Planning Magazine. Jeff 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.
Anthony Rocca, JD
Anthony Rocca 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 and other organizations.
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Danny Santucci, JD
Danny Santucci 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. In 1980, Danny established 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 expertise with an incredible sense of humor.
Steven G. Siegel, JD, LLM
Steven G. Siegel is President of the Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Steven holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. He has lectured extensively throughout the United States on tax, business, and estate planning topics. Steven has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Joseph Walloch, CPA, MBA, MBT
Joseph Walloch speaks and teaches across the United States and internationally on a variety of tax topics and has gained the reputation of being one of the most knowledgeable and interesting tax instructors in the country. He also has been recognized by CPA Magazine as one of “50 Top Tax Professionals in America.” Joseph is President and CEO of Walloch & Associates in Redland, California, and been a CPA for 39 years. He has had numerous articles published in tax periodicals, has authored two tax videos, and has been quoted as a tax authority in USA Today, CNN’s MONEY magazine, and on TV and radio.
Art Werner, JD
Art Werner received his BS in Accounting and MS 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. |
