Arthur Joseph Werner, JD, MS (Taxation), 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. His lecture topic specialties extensively include the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants, Enrolled Agents, Attorneys, Insurance Agents, and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past 25 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. He was also 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.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference.

In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him one of the top 100 most influential practitioners in the United States and one of the top 40 tax advisors to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020.

 •  Practicing Colorado tax attorney 
 •  40 years of tax practice experience
 •  Grew up in both national and local CPA firms in Colorado and served as trust officer at Central Bank of Denver 
 •  Emphasis on tax planning and tax controversy resolution
 •  Prepares a handful of tax returns
 •  Delivered more than 3,700 presentations on U.S. tax law in 5 countries
 •  Authored texts of 40+ CPE courses, including for CCH
 •  Served as adjunct professor at University of Denver School of Law Graduate Tax Program – Pioneered Employment Tax course and pinch hit for IRS Practice and Procedure course 
 •  Quoted in Tax Notes Today in feature article on S Corp shareholder basis
 •  Awarded Illinois Society of CPAs Instructor Excellence Award
 •  Presented at AICPA Engage national convention 
 •  Appeared on Denver NBC television affiliate KUSA Channel 9 answering tax questions for call-in viewers
 •  Top-rated, most requested instructor for CPA Society annual tax conferences 8 times 

Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. 

Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix

Nick Preusch’s primary focus is performing tax services for high wealth individuals and mid-to-large business entities. Nick’s responsibilities include tax research related to complex business transactions and tax return preparation and review. He also works closely with businesses and individuals to find tax efficiencies through ever-changing tax legislation. He was also an Internal Revenue Service (IRS) attorney at the IRS National Office in Washington, DC, where he was the lead attorney for several significant tax ethics cases.

Patrick McCormick is a Principal attorney in Offit Kurman’s Business Law & Transactions group, focusing his practice entirely on international tax matters. Mr. McCormick represents both business and individual clients on all aspects of United States international tax rules, both from an income tax and estate/gift tax perspective. Mr. McCormick has worked with clients in over 80 countries on American tax considerations of multinational activities, cultivating specialized knowledge in every area of United States multinational tax rules. His narrow focus has facilitated expertise in the field, trusted by clients and advisors around the world to obtain optimal results on international tax matters. Mr. McCormick is regarded as a primary and prolific authority on American-side international tax matters.

He speaks regularly on all aspects of international tax to tens of thousands of attendees annually, functioning as the primary international tax resource for national organizations including CPAacademy.org, Strafford, Lawline, and Leimberg Information Services. He is a regular contributor to America’s premier tax law publications, including Tax Notes, Journal of Taxation, Tax Notes International, and Law360.

Mr. Heinkel has degrees in accounting, law and a master’s in tax law (LL.M.) (all with honors) and has been published in the Notre Dame Law Journal, the Journal of Real Estate Taxation, and The Florida Bar Journal among others. Mr. Heinkel is a nationally-known expert on tax procedures and resolution, representing people literally all over the world. Further, he is also probably one of the very top experts in discharging taxes in bankruptcy and has presented boot camps, seminars, webinars and other presentations and on this and resolution-related topics around the country. He also graciously makes himself available to consult with other professionals around the country, usually free of charge. Mr. Heinkel is also the creator of the Tax Discharge Determinator (www.TaxDischargeDeterminator.com) – the only on-line program designed to determine the earliest discharge date – accurately, quickly, and economically.

Adam S. Fayne is a partner with Saul Ewing Arnstein & Lehr LLP, where he assists companies and individuals, nationally and internationally, on corporate and tax issues. As a corporate attorney, Mr. Fayne routinely advises management or in-house general counsel on various legal matters affecting their day-to-day corporate activities. His experience includes handling matters involving mergers and acquisitions, employment, compliance, litigation, personal injury, vendor contract review and negotiations, employment benefits, financing, real estate and many other issues. Mr. Fayne helps businesses and individuals with tax controversies before the Internal Revenue Service and tax planning, both domestically and internationally. He also handles a variety of white collar criminal matters, both federal and state particularly involving civil and criminal tax fraud, including tax evasion, money laundering and offshore tax compliance. Mr. Fayne‘s knowledge of tax law is informed by his former role as a Special Assistant United States Attorney with the Department of Treasury Internal Revenue Service. He earned his B.A. degree from the University of Arizona, and his J.D. degree, with honors, from Chicago-Kent College of Law.

Greg White, CPA, taught for 14 years as an adjunct professor for Golden Gate University. He’s admitted to practice before the United States Tax Court. He is a founder and shareholder, in WGN PS in Seattle, WA. He has been named a Top 50 IRS Representation Practitioner in the U.S. by CPA Magazine and has taught for a number of professional organizations. Greg enjoys the technical side of tax, but also likes to have fun in class.

Dale is the Director of Canada-U.S. Tax Services at BeachFleischman, Arizona’s largest locally owned CPA firm.

Dale is a licensed certified public accountant and has earned the personal financial specialist designation. Dale was one of the few people that earned the Certified Financial Planner™ designation in both the U.S. and Canada. Due to the fact he no longer provides financial planning services, Dale voluntarily relinquished his CFP® designations in 2022.

Dale has over forty years of experience in the financial industry and 28 years as a cross-border tax and planning specialist.  He has been a frequent speaker on U.S.-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and is the co-author of Taxation of Canadians in America: Are YOU at risk? and Taxation of Americans in Canada: Are YOU at risk?

Having owned and run many businesses over many years, including KeatsConnelly, which was the largest Canada-U.S. wealth management firm in North America. Dale led KeatsConnelly to several significant awards including; Ethics, Volunteerism, Company Culture, Workplace Flexibility, being named Top CPA/financial planning firm in the U.S., all of which led to being named one of Arizona’s Most Admired Companies in 2011, 2012 and 2013, as well as being named one of the “100 Top Arizona Businesses” in 2012. In 2016, Dale sold his shares of KeatsConnelly and shortly thereafter began working for BeachFleischman.

Dale is a former NCAA Division I collegiate wrestler, four-time World Heavyweight Karate Champion, fourth-degree black belt in Judo and a first-degree black belt in Krav Maga. Dale married Charlene, his college sweetheart, and they have been together for 46 years and married for 41 years. In their spare time, Dale and Charlene enjoy traveling the world.

Established finance and accounting professional with over 12 years of progressive experience. I transitioned from my role as a Commercial Loan Officer with an established community bank to an executive with The Engineering Groupe, Inc. I manage the day-to-day financial operations of the organization and coordinate all financial strategic planning. In addition, I also teach a senior level auditing course at the University of Mary Washington. I also create content and speak for continuing education providers.

David Peters is the Founder and Owner of Peters Professional Education (petersprofessionaleducation.com) and Peters Tax Preparation & Consulting, PC. He is also a financial advisor for CFO Capital Management. David has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.

In addition to running his own professional education website,  David regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. David holds four masters degrees, and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018, 2019, and 2020 Virginia CPA Ethics courses – a required course for all CPAs licensed in the Commonwealth of Virginia. 

Financial and Investment Advisory services offered through CFO Capital Management. Brokerage and Custodial Services offered through TD Ameritrade Institutional, member FINRA and SIPC. CFO-CM and TDA are not affiliated. Tax services are provided by Peters Tax Preparation & Consulting, PC and are not provided by CFO Capital Management.

Katie Thomas, CPA is a 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting professionals and B2A (business to an accountant) professionals increase their impact, influence, and income through thought leadership and digital marketing.

Jennifer Kowal, JD, has been a tax professor and the director of the graduate tax program at Loyola Law School in Los Angeles since 2003. Loyola’s graduate tax program offers an LL.M. in Taxation for attorneys and a Master in Tax Law for non-lawyers. Professor Kowal teaches courses in advanced income taxation, income tax timing issues, corporate taxation, and tax research, among others. Prior to teaching at Loyola, Professor Kowal taught in the International Tax Program at Harvard Law School.

She also practiced law with the firms of Irell & Manella in Los Angeles and Ropes & Gray in Boston, advising clients on the taxation of various business transactions, including cross-border, partnership and corporate structures. Professor Kowal holds a BS in Accounting with distinction from the University of Kansas, and a JD from UCLA School of Law, where she was a member of the Order of the Coif.
 

Steven Mercatante is the principal and founder of TIR Consulting, LLC. He is a nationally recognized leader in tax reporting education and consulting on specialized compliance issues. He has conducted on-site consultation for corporate clients from across the world and led countless seminars and webinars for Convey Compliance Systems, IAPP, Balance Consulting, The Accounts Payable Network, Accounts Payable Now and Tomorrow, Progressive Business Conferences, The Center for Competitive Management, and more.

He is also a published author, with numerous articles published on tax and financial law, and he has authored and published a series of tax guides on topics such as: W-9/1099 & W-8/1042-S compliance and reporting, payment cards, U.S. State & Local Reporting, worker compensation issues, international tax compliance, and more.

Robert “Bob” W. Jamison, CPA, Ph.D., is Professor Emeritus of Accounting at Indiana University, Purdue University, Indianapolis (IUPUI). His principal area of specialization is S Corporations. He is the sole author of S Corporation Taxation, and co-author of Multistate Tax Guide to Pass-Through Entities.  He is the author of the 2022 edition of Essentials of Federal Income Taxation.

Bob is a well-known author and speaker on S Corporations. He presents advanced and updated S Corporation seminars for various states’ CPA societies and other professional organizations. Additionally, he consults on S corporation and other business entity problems and has secured private letter rulings from the IRS on behalf of clients.

Bob has a B.A. in Economics from DePauw University., an MBA from Portland State University and Ph.D. from The University of Texas at Austin.
 

As principal of Michael Christians Consulting, LLC, Michael assists financial institutions and organizations across the country with ensuring their compliance programs conform to Federal laws and regulations. He provides counsel relative to current rules, assists with the strategic implementation of upcoming regulatory changes and offers customized education and training services.

Michael has more than two decades of experience in the financial services industry with a primary focus on consumer compliance. He obtained his Juris Doctorate from Drake University Law School. He is a member of the Iowa State Bar where he is licensed to practice law.