ACCOUNTING FIRM - Key Persons
Job Titles:
- Shareholder
- Shareholder: Accounting & Auditing Services Group
AREAS OF EXPERTISE
Anthony J. Turano, CPA, has more than 12 years of experience in public accounting. As a Shareholder in Cg Tax, Audit & Advisory's Accounting & Auditing Services Group, he assists a variety of clients with their financial and operational concerns, bringing significant financial accounting and reporting experience to his client engagements. Anthony works closely with clients on accounting, financial planning and cash-flow issues to enhance client profitability and maximize savings.
Anthony prepares, reviews and audits financial statements and related disclosures for companies of various sizes and structures to ensure compliance with U.S. GAAP/IFRS regulatory requirements and supervises staff on audit engagements. Anthony's technical experience includes ASC 606 revenue recognition, ASC 842 lease standard, Sarbanes-Oxley Section 404, complex debt and equity instruments, carve-out audits and financial statement preparation under Rule 3-05 of Regulation S-X. He has also served entities involved in the IPO process.
During his time in the private industry, Anthony was a manager of consolidations and international accounting where he led the global implementation of several systems including Hyperion HFN, Blackline, Concur T&E and Invoice Management.
Job Titles:
- Director
- PSA, CGMA
- PSA, CGMA / Director: Accounting & Auditing Services Group
AREAS OF EXPERTISE
Carol O. Egan, CPA, PSA, CGMA, is a Director with Cowan, Gunteski & Co. As a specialist in working with businesses in the manufacturing and distribution industries, Ms. Egan assists clients in the area of accounting and process improvement systems to favorably affect profitability. She has been instrumental in the design and implementation of automated financial reporting practices for manufacturers and distributors and is a recognized expert in this area. Ms. Egan works with clients in the valuation of their organizations and assists them in the transfer of management from one generation to the next.
In addition, Ms. Egan is the Director-In-Charge of our Benefit Plan Services Group. She is considered one of the leading authorities on benefit plan reviewing standards, tax filing requirements and ERISA requirements.
Job Titles:
- Manager
- Manager in Cg Tax, Audit & Advisory 's Tax Services Group
Claudia Ferro, Manager in Cg Tax, Audit & Advisory's Tax Services Group, provides comprehensive tax services to a diverse range of clients including mid to large-size businesses in a variety of industries, estates and trusts, nonprofit organizations, high net worth individuals, and more. Claudia is responsible for the tax preparation and technical review of individual and business tax returns. She works closely with clients to establish financial goals, and offers guidance and support to ensure clients remain on track to achieve those goals.
Prior to joining Cg, Claudia worked at accounting firms Friedman LLP; Sax, LLP; and Bernicker, Eiger & Lang, CPA, LLC. During her time at Friedman LLP, she focused on servicing the nonprofit industry.
Claudia earned a Master's Degree in Taxation and graduated Magna Cum Laude with a Bachelor of Science Degree in Accounting from Fairleigh Dickinson University. She is a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, the National Association of Tax Professionals, and the BNI Networking Group.
Job Titles:
- Principal
- Principal: Accounting & Auditing Services Group
AREAS OF EXPERTISE
Corey Pignatello, CPA, is a Principal in the Accounting & Auditing Services Group of Cg, where she primarily works on financial statement and tax return preparation for companies of various sizes and ownership structures. In addition, Corey audits defined benefit and employee savings plans and performs financial statement reviews for businesses.
Job Titles:
- Director
- Director of Marketing
Job Titles:
- Principal
- Principal: Tax Services Group
AREAS OF EXPERTISE
Ms. Rauch has more than 20 years experience in both public and private, providing tax, accounting and financial consulting to small and medium businesses and newly developed and emerging companies. For the past ten years she has had compliance responsibility including technical review of all tax returns (individual, corporate, partnership, LLC, fiduciary and employee benefit plan) for companies with sales volume ranging from $1M to $100 M.
Job Titles:
- Managing Director
- Shareholder
AREAS OF EXPERTISE
Deborah Sundermann joined Cg Tax, Audit & Advisory in 1996 and has focused her career on advising physicians and other professionals on financial, tax, and operational matters. She consults with physician practices in the following areas: revenue cycle management, benchmarking, compensation formulas, physician buy-sell agreements, merger and acquisition due diligence, and valuation of medical practices.
Healthcare providers throughout New Jersey have hired Deborah to advise them in the formation of their practices, including business entity selection, implementation of practice management and accounting systems, bank loan negotiations, development of fee schedules, and retirement plans. Deborah also consults with established practices considering mergers, recruitment of new physicians, expansion into new market areas, and ancillary service offerings. Area hospitals have engaged Deborah to value physician practices for potential acquisitions.
Her strong accounting and tax foundations enable her to find creative solutions for her clients in an industry that has seen constant change in regulations and reductions in reimbursements over the past decade.
Deborah is a frequent speaker, author, and conducts seminars on topics related to medical practice management and revenue enhancement for physician groups, hospitals, and various medical associations. She has been a featured speaker at several national Medical Group Management Association (MGMA) conferences, the annual New Jersey Medical Group Management Association (NJMGMA) Practice Management Conference, and several other professional association meetings. Deborah has been published in MD News, The Journal, and numerous other periodicals.
Job Titles:
- Director
- Member of the American Institute of Certified Public Accountants
- PFS, PSA, CFP
- PFS, PSA, CFP® Shareholder / Managing Director
Donald A. Cowan, CPA, PFS, CFP®, began his career in 1976 at a CPA firm on Capitol Hill in Washington, D.C., eventually moving back to his New Jersey roots to establish leading accounting and profitability consulting firm Cg Tax, Audit & Advisory (then known as Cowan, Gunteski & Co., P.A.) in 1982.
A graduate of Monmouth University, Don is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. He earned the designation of Certified Financial Planner® in May of 2005 and was certified by the AICPA as a Personal Financial Specialist in 2008.
Job Titles:
- Director
- Director: Healthcare Services Group
Erin L. Beatty, CPA, Director, specializes in providing audit, tax, accounting and bookkeeping services to the healthcare industry ranging from sole proprietorships to group specialty practices. She has experience working with a wide range of practice areas, including primary care, cardiology, dental, obstetrics and gynecology; hematology-oncology, radiology, orthopedics, ophthalmology, dermatology and thoracic surgery.
In addition, Ms. Beatty provides clients with profitability consulting services that are focused on improving practice operations, efficiencies, and net worth. These include vital sign and benchmarking statistics, as well as the medical billing and accounts receivable management services offered by our affiliate, CG Healthcare Solutions, LLP.
Job Titles:
- Director
- Certified Financial Planner
- CFP
- CFP® Director: Core Services Group
Fred M. LaMarca, CPA, CFP®, Director, Core Services Group, specializes in servicing high net worth individuals and privately held companies in a wide variety of industries. Prior to joining Cg Tax, Audit & Advisory, Fred was a founding partner of Potter & LaMarca LLP, a widely respected CPA firm with offices in Staten Island, New York and Red Bank, New Jersey.
A certified public accountant (CPA) for more than 40 years, Fred started his career with a Big Four CPA firm, working in their audit and small business departments servicing Fortune 500 companies and other emerging businesses before establishing his own practice.
Fred is a Certified Financial Planner™ and holds various securities and insurance licenses. In this capacity, Fred regularly assists clients in all aspects of the financial planning process to help them achieve their financial goals and objectives.
A frequent lecturer on tax, accounting, and financial matters, Fred has been a speaker at various seminars sponsored by governmental agencies, colleges, and local financial institutions. Fred is also a former member of the Department of Business at the College of Staten Island, teaching courses in accounting and auditing, and was a grader of the Uniform CPA Examination.
Fred earned a Master's Degree in Business Administration with honors, as well as a Bachelor's Degree in Business Administration with a concentration in Accounting with honors from Pace University. He is a past president of the Staten Island Chapter of the New York State Society of CPAs and is a recipient of its Distinguished Service Award.
Fred's civic involvement includes the positions of former chairman, Staten Island Chamber of Commerce; former member of the Board of Directors for the Staten Island YMCA; and various other community organizations. Fred is also a past recipient of the Arthur J. Dixon Public Service Award, issued by the New York State Society of CPAs to accounting professionals that demonstrate a history of public service and volunteerism for charitable, community, or civic organizations.
Job Titles:
- Senior Accountant: Litigation & Valuation Services Group
Gina Berkery, CPA, senior accountant in Cg Tax, Audit & Advisory's Litigation & Valuation Services Group, is responsible for analyzing corporate and personal financial data for litigation support, as well as building financial modeling for business valuations and individual cash flow analyses to assist attorneys and individuals in family law and shareholder disputes. Gina also performs in-depth client, industry, market, and competitor research.
Gina previously worked as a senior auditor on small to mid-size business entities, and also specialized in nonprofit and common interest realty association engagements. For six years, she worked in the full life-cycle of accounting including bookkeeping, tax, audit, and payroll. Gina's thorough knowledge of risk assessment gained through her auditor experience has helped her excel in her role at Cg.
Gina obtained her Certified Public Accountant (CPA) license in 2021 and earned a Bachelor's Degree in Accounting from Rutgers University in 2018. She is a member of the American Institute of Certified Public Accountants (AICPA) and volunteers for a local animal rescue where she trains, walks, and cares for all types of dogs.
Gina has a passion for anything adventurous and enjoys being outdoors. She spends her free time either traveling or planning her next trip. She recently returned from skiing in Colorado and is planning a trip to Europe this fall.
Job Titles:
- Director
- Director: Core Services Group
- Member of the American Institute of Certified Public Accountants
Jeffrey J. Potter, CPA, Director, Core Services Group, has more than 30 years of diversified experience providing accounting, tax, wealth management, and consulting services to individuals and closely held businesses. Prior to joining Cg Tax, Audit & Advisory, Jeff was a founding partner of Potter & LaMarca LLP, a widely respected CPA firm with offices in Staten Island, New York and Red Bank, New Jersey.
A Certified Public Accountant licensed in both New York and New Jersey, Jeff specializes in the construction, real estate, and restaurant industries. Jeff holds a Life and Health Insurance Producer's license with the State of New York, as well as Series 7 and Series 66 securities registrations. He has successfully completed the AICPA Certificate of Educational Achievement (CEA) program in Personal Financial Planning.
Jeff is a member of the American Institute of Certified Public Accountants (AICPA) , as well as past president and current member of the New York State Society of Certified Public Accountants (NYSSCPA). He is a past chairman and member of CPA Connect, a national network of CPAs. Jeff also leads the firm's Contractors Accounting Division and is the CPA for The Building Industry of New York City (BIANYC).
Jeff earned a Bachelor of Science Degree in Accounting from St. John's University. He currently resides in Middletown, New Jersey with his wife, Laura. They have raised five children and have five grandchildren. In his spare time, he enjoys bicycling, golfing, and family time.
Jessica Baldino, Manager, is responsible financial statement preparation, audit procedures and tax return preparation for companies in a variety of industries including nonprofit organizations, real estate, apparel, as well as private industry companies of varying sizes and structures. Jessica works with clients in all aspects of financial reporting, assisting clients in recording day-to-day transactions and setting up and maintaining computerized accounting programs like QuickBooks.
Jessica graduated from Monmouth University in 2013 with a Master's degree in Business Administration. She also earned a Bachelor of Science degree in Accounting from Monmouth University in 2012.
Job Titles:
- Manager
- Supervisor in Cg Tax
Jonathan B. Mendoza is a Supervisor in Cg Tax, Audit & Advisory's Accounting & Auditing Services Group. Jonathan is responsible for planning and overseeing the auditing process for a an array of clients in various sizes and structures. He performs effective risk and control assessments; reviews client financial statements to ensure compliance with US GAAP; and reviews team member work for accuracy and compliance with AICPA audit guidelines. Additionally, Jonathan ensures client compliance with all relevant reporting requirements, industry regulations, and government legislation. He assists with reviewing valuation reports and accounting guidance memorandums, reports key findings to clients, and provides consultation on solutions and improvements to policies/procedure.
Jonathan began his career as a governmental auditor, auditing a variety of townships, boroughs, and school districts. He has run 6-7 simultaneous audit engagements in a variety of industries including technology, software, pharmaceuticals, financial investment, and manufacturing. Jonathan assisted on a first year SOX 404 public audit engagement gaining experience in control testing and control Framework under COSO. He also has experience with gross to net revenue, and assisted in complex audit areas such as revenue under ASC 606, lease accounting under 842, business combinations under ASC 805, as well as goodwill and intangible impairment analysis and valuations.
Jonathan has received the Forensic Accounting and Fraud Examination Certificate Award, Accounting Honors Award, and the Best Business Plan Award from Monmouth University Business.
Jonathan graduated from Monmouth University with a Bachelor's Degree in Business Administration with a concentration in Accounting. He is a member of the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, and the Monmouth County Young Professionals.
Job Titles:
- Manager
- Manager, Tax Services Group
Maria T. Ramos, EA, manager in Cg Tax, Audit & Advisory's Tax Services Group, provides specialized tax services to a variety of clients, helping to ensure maximum tax savings and profitability. Maria concentrates on mid to large-sized businesses in a variety of industries including nonprofit organizations, high net worth individuals, and more.
Maria focuses on the tax preparation and technical review of domestic and foreign tax returns, and has extensive experience in tax planning and tax research on complex tax matters and regulations. She also specializes in IRS offshore voluntary disclosure agreements, IRS offshore streamlined disclosure agreements, IRS criminal cases, and is an enrolled agent with the IRS.
Prior to joining Cg, Maria held a controllership position in the private sector.
Maria earned a Master's Degree in Accounting from Nova Southeastern University and graduated from Florida International University with a Bachelor of Science Degree. She is a member of the American Institute of Certified Public Accountants, as well as the Florida Institute of CPAs. Born in Chile and raised in Miami, FL, Maria is fluent in Spanish. She currently resides in the New York's Capital District with her husband and three children.
AREAS OF EXPERTISE
Michael S. Lewis, FACMPE, MBA, brings a wealth of knowledge in medical practice management to Cg Tax, Audit & Advisory. Michael joined the firm in 2005 after spending 27 years as a senior executive in the healthcare industry and was named Director in 2009 and Shareholder in 2010. He has demonstrated expertise in identifying opportunities and solving problems within medical practices so that doctors can concentrate on the business of medicine. Michael is a recognized expert in:
Job Titles:
- Shareholder
- Shareholder of the Tax Services Group
- Shareholder: Tax Services Group
Michael V. DeMola, CPA, Shareholder of the Tax Services Group, joined Cg Tax, Audit & Advisory in 1989. Prior to joining the firm, Michael was a tax manager with an international certified public accounting firm located in New York City. He is recognized in the business community for his expertise in complex tax planning matters.
At Cg, Michael is responsible for the management and review of diversified tax-related matters for various business, estate and trust, and individual clients. He specializes in advanced tax research, planning and consulting, in addition to analyzing and structuring tax-related transactions in view of changing economic and tax law considerations. He has an extensive background in corporate, LLC, partnership, individual, and estate and trust tax law matters. In addition, Michael works with numerous large corporations and businesses, and has experience dealing with private and public companies on tax compliance issues. With his vast knowledge, practical experience and personalized consultation, Michael has helped many clients achieve their goals by maximizing tax-saving opportunities, exceeding objectives, increasing profitability, and creating wealth.
Additionally, Michael plays a key role in the firm's long-term strategic growth initiative designed to attract new clients, provide innovative services, and increase business profitability and sustainability.
Michael frequently lectures both inside and outside the firm on various areas of tax law and is an accomplished writer with an array of published articles on business and tax issues. As a specialist in tax planning and consulting areas, he has been interviewed for a variety of professional publications and has been a guest on a local radio broadcast. He also speaks at seminars and webinars on various areas of tax law, including estate and trust, for continuing education for CPAs and attorneys.
Michael holds a Bachelor of Business Administration from Baruch College with a major in Public Accountancy. His professional memberships include the American Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants, and the New York State Society of Certified Public Accountants. He is a past president and treasurer of the Kiwanis Club of Toms River Daybreak. He is also a member of the New Jersey Estate Planning Council.
Job Titles:
- Senior Manager
- Senior Manager in Cg Tax, Audit & Advisory 's Tax Services Group
AREAS OF EXPERTISE
Michele Marston, senior manager in Cg Tax, Audit & Advisory's Tax Services Group, delivers comprehensive tax services to a diverse range of clients including small to medium-size businesses, estates and trusts, nonprofit organizations, private foundations, and high net worth individuals. Michele is responsible for tax preparation and technical review of individual tax returns, and also provides accounting and bookkeeping services. She works closely with clients to establish financial goals, and offers guidance and support to ensure clients remain on track to reach those goals.
Job Titles:
- Client Accounting Services Lead
Sandra Beebe, Client Accounting Services Lead, has more than 25 years of experience providing accounting, tax, advisory, and CFO services to businesses of all sizes in a variety of industries. She focuses on learning her clients' business needs and tailoring innovative solutions to meet their financial goals.
Sandra oversees Cg Tax, Audit & Advisory's Client Accounting Services Team, and works closely on multiple client engagements managing the technical review of bookkeeping, monthly and quarterly financial statements, implementation of accounting software and technology, as well as providing advisory services related to business and cash flow management. She also has experience working with Registered Investment Advisors and those operating in the personal wealth and fiduciary services industries.
Sandra earned a Bachelor of Science degree in Accounting from St. Peter's University.
Job Titles:
- Director
- ABV, CFF
- ABV, CFF / Director: Litigation & Valuation Services Group
- Member of the
Sharyn Maggio, CPA, ABV, CFF, Partner, has more than 30 years of experience in litigation support, forensic accounting, banking, accounting, financial planning, business appraisals and Alternative Dispute Resolution services.
Her extensive expertise includes matters concerning business valuation, divorce, shareholder or partnership disputes, contractual disputes, accounting or legal malpractice, personal injury and wrongful death losses, as well as economic damage assessment. She also works closely with attorneys in all areas of investigative accounting.
Sharyn is accredited in Business Valuation (ABV) by the American Institute of Certified Public Accountants (AICPA). She also earned an advanced certificate in Personal Financial Planning and a Personal Financial Specialist designation from the AICPA. Sharyn was recognized by the New Jersey Society of Certified Public Accountants (NJCPA) as a woman of distinction in the accounting field and also appeared on the organization's CP-A List.
She is a frequent lecturer on investigative accounting, divorce and tax planning, forensic accounting, business valuation, executive compensation arrangements and divorce, alternative dispute resolutions (mediation and collaborative divorce), matrimonial litigation support accounting, and reasonable compensation. Sharyn has presented at the American Academy of Matrimonial Lawyers, the New Jersey Institute of Continuing Legal Education, the National Association of Certified Valuation Analysts and a variety of other organizations. She was also the principal author of the AICPA's A CPAs Guide to Family Law Services - Business Valuation and Fraud and Litigation Services - Practice Aid 05-01, and has been published in numerous legal and accounting journals.
Sharyn is a member of the AICPA, the NJCPA, current chair of the AICPA/AAML National Conference on Divorce, member of the AICPA ABV Credential Committee, past chair of the AICPA Family Law Task Force, past charter member of the CFF Credential Committee for the AICPA, past chair of the NJCPA Matrimonial Interest Group, past chair of the NJCPA Divorce Conference, member of the Matrimonial Interest Group of the NJCPA, and a member of the Litigation Services Committee of the NJCPA.
Sharyn graduated from Monmouth University with a Bachelor of Science in Business Administration with a major in Accounting.
AREAS OF EXPERTISE
Stacey Davis, Senior Manager, Healthcare Services Group specializes in providing consulting services to the healthcare industry ranging from sole proprietorships to group specialty practices. She has over 20 years of experience working with a wide range of areas, including large healthcare organizations, hospital systems, long term care, rehabilitation, assisted living, primary care, cardiology, and orthopedics.
Stacey provides clients with profitability consulting services that are focused on improving practice operations, efficiencies, and net worth. These include vital sign and benchmarking statistics, as well as the medical billing and accounts receivable management services offered by Cg Tax, Audit & Advisory's affiliate, Cg Healthcare Solutions, LLC. She also has expertise and experience with medial practice management, medical practice acquisition, healthcare information systems, physician relations, reimbursement and billing, as well as management consulting.
Job Titles:
- Manager
- Manager: Healthcare Services Group
Stephanie Brzozowski, CPA, Manager, Healthcare Services Group specializes in providing tax, accounting, planning and bookkeeping services to the healthcare industry ranging from sole proprietorships to corporations. She has experience working with a wide range of practice areas, including primary care, cardiology, obstetrics and gynecology; hematology-oncology, radiology, orthopedics, ophthalmology, dermatology, dental and thoracic surgery.
Stephanie joined Cg Tax, Audit & Advisory in November of 2017. Prior to that she worked as a tax preparer, payroll specialist, and bookkeeper for JMP Enterprises LLC from January 2011 to November 2017.
She graduated summa cum laude with a Bachelor of Science degree majoring in accounting and a minor in International Business from Georgian Court University.
She is a member of the American Institute of Certified Public Accountants and New Jersey Society of Certified Public Accountants.
Job Titles:
- Shareholder
- Member of the American Institute of Certified Public Accountants
- Member of the Monmouth - Ocean Development Council 's Board of Directors
- PSA, CGMA
- PSA, CGMA / Shareholder: Core Services Group
Stephen Reed, CPA, PSA, CGMA, is the managing director of the firm's Monmouth County, NJ office and the shareholder-in-charge of the Manufacturing & Distribution Services Group. He provides comprehensive services that include all facets of accounting, tax, audit and management consulting, especially financial statement analysis and reporting, cost segregation studies, research and development tax credits, profitability enhancement and business succession planning. Stephen has extensive experience working with manufacturers, distributors, other industrial and service companies of varying sizes, ownership structures and industries. His industry knowledge and practical experience help business owners achieve their goals. Stephen recently completed the IFRS (International Financial Reporting Standards) Certificate Program, issued by the American Institute of CPAs (AICPA) which enables him to work with manufacturers and distributors owned by a foreign parent company or with U.S.-based international subsidiaries.
Stephen is a member of the American Institute of Certified Public Accountants and NJ Society of Certified Public Accountants and is licensed to practice in both New Jersey and Florida.
Stephen currently serves as a member of the Monmouth-Ocean Development Council's Board of Directors, Vice President of the Ocean County Private Industry Council, and is on the board of the Ocean County Workforce Investment Board and numerous other organizations. He was recently appointed to Rowan University's Accounting Advisory Board, Shore Community Bank's Advisory Board, and is a co-founder and past president of the Corporate Resource Alliance, an organization dedicated to providing complimentary services to businesses. He is also a past president of several other business and nonprofit organizations.
Stephen has been a keynote speaker for numerous businesses, professional and civic organizations, and, most notably, was the featured speaker at a national CPAmerica International annual conference. A cum laude graduate of Rowan University, Stephen has been honored as "Citizen of the Year" on three different occasions by various organizations. He was also named "Business Person of the Year" by the New Jersey Future Business Leaders of America.
Job Titles:
- Director
- CITP
- CITP®, MBA / Director: Tax Services Group
AREAS OF EXPERTISE
Tim Coyle works with a diverse base of clients in various industries, with a specialty in serving clients in the hospitality, non-profit, and professional services industries. He provides a wide range of services including audit, corporate taxation, debt financing, financial statement analysis, information technology, management information systems, as well as tax planning and consulting.
Job Titles:
- Manager
- CA / Manager: Tax Services Group
- Manager in Cg Tax, Audit & Advisory 's Tax Services Group
- Member of the American Institute of Certified Public Accountants
Trusha Patel, manager in Cg Tax, Audit & Advisory's Tax Services Group, is responsible for the tax preparation and technical review of individual and business tax returns for a diverse range of clients in a variety of industries. Her tax compliance experience is extensive, working on engagements for corporations, partnerships, and high net worth individuals including the filing of foreign informational forms, as well as the preparation of partnership and individual Canadian and Puerto Rican tax returns.
Trusha utilizes her strong analytical, teamwork, and organizational skills to advise clients in establishing financial goals, and helping ensure clients are on the right path to achieve those goals and maximize profitability.
Trusha earned a Master's in Business Administration with a major in Accounting from The Maharaja Sayajirao University of Baroda, India. She also obtained a Bachelor of Science Degree in Business Administration with a major in Accounting from The Maharaja Sayajirao University of Baroda, India.
Trusha is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants.
Job Titles:
- Manager
- Manager: Litigation & Valuation Services Group
AREAS OF EXPERTISE
William Stabile, CPA has more than 14 years of professional public accounting experience with expertise in matrimonial litigation matters. He provides litigation support services including forensic accounting, business valuation, matrimonial accounting, cash flow and lifestyle analyses, asset tracing, economic damages, equitable distribution, valuation critiques and other reports.
He has experience in financial statement audit and tax services to nonprofit organizations and closely-held businesses, owners and individuals. William has been appointed by a matrimonial judge in Ocean County and/or retained by attorneys as an accounting expert in matrimonial litigation matters.
William has also spoken at the Family Law Section of the New Jersey State Bar Association, as well as the Institute for Continuing Legal Education.