Our Professionals

Our team of professionals work together to provide seamless service to a wide range of clients including private businesses, owner-managers, multi-jurisdictional families and businesses, multi-national corporations and high net worth individuals to help them lower their taxes and minimize tax exposure. We often work in tandem with the client's existing professional team. For more information about the members of our team, select their name from the left.

Michael Cadesky

Michael Cadesky

FCPA, FCA, FTIHK, CTA, TEP (EMERITUS)
Managing Partner

mcadesky@cadesky.com

1 416 498 9500 ext. 5015

1 416 498 1485

1 416 498 9501

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Michael Cadesky is the managing partner at Cadesky Tax and a committed contributor to the tax and accounting professions since 1980, earning the title of Fellow from CPA Ontario. Trusted as a lecturer and media commentator on tax issues, Michael has advised on tax policy and administration to the Minister of National Revenue, Auditor General, Department of Finance, Canada Revenue Agency, and several foreign governments. He is the author or co-author of numerous papers on Canadian and international taxation as well as several books.

Qualifications
  • Certified Tax Advisor (CTA), 2013
  • Registered Trust and Estate Practitioner (TEP), 1998
  • CICA In-Depth Tax Course, 1983
  • CPA Ontario, CPA, 1980
  • York University, MBA, 1978
  • York University, BSc, 1976
Memberships and Affiliations
  • Chair, International Tax Specialist Group (ITSG), 2005-Present
  • Chair, Tax Specialist Group (TSG), 1999-Present
  • Past Chair, Society of Trust and Estate Practitioners (STEP) Worldwide, 2004-2006; Past Chair, STEP Canada, 1998-2004, Awarded TEP Emeritus, 2019
  • Past Chair, CPA Canada Tax Committee for Small and Medium-Sized Enterprise
  • Past Governor, Canadian Tax Foundation
  • Board Member, Asia Oceania Tax Consultants Association (AOTCA)
  • Member, International Fiscal Association
Awards and Recognitions
  • TEP Emeritus, 2019
  • STEP Worldwide Award for Outstanding Service to the Profession, 2015
  • Fellow, Taxation Institute of Hong Kong, 1996
  • Fellow, CPA Ontario, 1994
Publications and Speaking Engagements
  • Co-Author. Taxation at Death. Carswell, 2021. (5th Edition)
  • Co-Author. Towards Greater Fairness in Taxation: A Model Taxpayer Charter. IBFD, 2016.
  • Co-Author. Trusts and International Tax Treaties. Bloomsbury Professional, 2006.
  • Co-Editor. STEP Canada / CRA Roundtables.
  • Editor. Taxation of Real Estate in Canada. Carswell.
  • Principal Speaker. CPA Tax Seminars Series.
Grace Chow

Grace Chow

FCPA, FCA, FCCA (UK), FTIHK, CTA, TEP
Partner

gchow@cadesky.com

1 416 498 9500 ext. 5014

1 416 498 5285

1 416 498 9501

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As a founding partner of Cadesky Tax, Grace brings more than 25 years of experience in Canadian and international tax, foreign investment into Canada, international acquisitions, tax treaties, Canada/U.S. tax, estate planning, transfer pricing, and tax disputes.

Professional Status

  • Partner, Cadesky Tax
  • Past Governor, Canadian tax Foundation (2018 to 2021)
  • Past Chair, Membership Committee, STEP Worldwide (2020)
  • Member, Council of the Society of Trust and Estate Practitioners (STEP) Worldwide (2011 to 2013)
  • Past Chair, STEP Canada (June 2007 to June 2009)
  • Author and co-author of numerous professional papers
  • Co-Author, Taxation of Trusts and Estates, a Practitioner’s Guide (Carswell)
  • Co-Author, Taxation at Death, a Practitioner’s Guide (Carswell)
  • Co-Editor, Chapter 5, Estate Administration, a Solicitor’s Reference Manual (Carswell)
  • Frequent speaker for STEP, Canadian Tax Foundation and Taxation Institute of Hong Kong

Memberships

  • Chartered Professional Accountants Canada
  • Chartered Professional Accountants Ontario
  • UK Chartered Association of Certified Accountants
  • Canadian Tax Foundation
  • Society of Trust and Estate Practitioners
  • Taxation Institute of Hong Kong

Academic Background

  • Fellow of Chartered Professional Accountants, 2017
  • CICA In-Depth Tax Course, 1993
  • Chartered Accountant (Ontario), 1990
  • UK Chartered Association of Certified Accountants (1988)
  • Bachelor of Commerce, University of Toronto
Awards and Recognitions
  • Fellow, CPA Ontario, 2017
  • STEP Founder’s Award for Outstanding Achievements 2008
  • STEP Canada Volunteer of the Year Award, 2007
  • Fellow, Taxation Institute of Hong Kong, 1996
Publications and Speaking Engagements
  • Co-Author, Taxation of Trusts and Estates: A Practitioners Guide, Carswell
  • Co-Author, Taxation at Death: A Practitioner’s Guide, Carswell
  • Co-Author, Chapter 5 of Estate Administration: A Solicitor’s Reference Manual, Carswell
  • Author and Co-Author of numerous professional papers
  • Frequent speaker for STEP, Canadian Tax Foundation and Taxation Institute of Hong Kong
Peter Weissman

Peter Weissman

FCPA, FCA, TEP, CEA
Partner

pweissman@cadesky.com

1 416 644 1481

1 416 594 9501

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Peter has been a tax specialist for over 30 years. His practice includes corporate tax and estate planning (domestic, cross-border and special needs situations), estate litigation support, corporate reorganizations, M&A, dispute resolution and expert witness testimony. Peter has testified before the Commons and Senate Standing Committees on Finances regarding the 2017 changes to the tax rules for private corporations and other tax matters, has been interviewed on various news channels, and is often quoted in the media.

Qualifications
  • Certified Executor Advisor, 2021
  • Fellow Chartered Professional Accountants, 2017
  • Trust and Estate Practitioner, 2002
  • CICA In-Depth Tax Course, 1990
  • Chartered Professional Accountant, CPA Ontario, 1988
  • York University, BBA, 1986
Memberships and Affiliations
  • Chair, Public Policy Committee, STEP Canada, 2020-Present
  • Chair, Education Committee, STEP Canada, 2007-2020
  • Co-Founder, The Disability Tax Fairness Alliance, 2016-Present
  • Governor, Canadian Tax Foundation, 2014-2016
  • Past National Chair, Student Liaison Committee, STEP Canada, 2002-2007
  • Inaugural Co-Chair of the former Disability Advisory Committee to the Minister of National Revenue, 2005-2006
  • Society of Trust and Estate Practitioners (STEP)
  • Canadian Institute of Certified Executor Advisors (CICEA)
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Canadian Tax Foundation
Awards and Recognitions
  • Recipient, Founder’s Award for Outstanding Achievement, STEP, 2018
  • Fellow, CPA Ontario, 2017
  • Recipient, Michael Cadesky Volunteer of the Year Award, STEP Canada, 2016
Publications and Speaking Engagements
  • Co-Organizer and Presenter, Special Symposium on Vulnerable Clients, STEP Canada, 2021
  • Speaker, Estate Litigation, Mediation and Settlements:  Tax Issues, STEP Canada National Conference, 2020
  • Speaker, Strategies to Consider During the Economic Downturn, Canadian Association of Life Underwriters, 2020
  • Speaker, Trapped Surplus in a Corporation, CALU Annual Conference, 2019
  • Speaker, Private Company Taxation Policy, Canadian Tax Foundation Young Practitioners Conference, 2018
  • Speaker, Making Cents of The Taxation Proposals for Private Companies, Toronto Board of Trade, 2018
  • Speaker, Advising Families with Special Needs, RBC Wealth Management Services Conference, 2017
  • Author, Ottawa’s New Tax Proposals: Slow Down and Get Them Right, The Globe and Mail, 2017
  • Co-Author, Federal Tax Proposals Penalize Businesses that want to Transition to Next Generation, The Globe and Mail, 2017
  • Speaker, Advising Families with Special Needs – STEP Canada National Conference 2016
  • Speaker, Managing the Sales of Canadian Businesses: A Vendor’s Perspective – With Daniel Lang, Canadian Tax Foundation Annual Conference, 2015
  • Speaker, Your Client and U.S. Tax Exposure, Asante Wealth Management, 2014
  • Co-Author, Planning Tools for Special Situations, CA Magazine, 2013
Taxpayer Advocacy
  • Affidavit of Evidence in the BC Supreme Court in the matter of True North Disability Services Ltd. vs The Crown (2021) – Injunction granted November 4, 2021
  • Submissions to the Minister of Revenue and the Department of Finance regarding a fair method for restricting fees that can be charged to assist taxpayers with disability tax credit claims – 
  • Testified to the House of Commons Finance Committee regarding pre-budget consultations (February 2020)
  •  Testified before the Senate Standing Committee on National Finance regarding private company tax proposals (May 2018)
  • Testified to the House of Commons Finance Committee regarding private company tax proposals (September 2017)
  • Testified before the Senate Standing Committee on National Finance regarding Bill C-63 (December 7, 2017)
  • Request to the Ministers or Revenue and Finance to reinstate the Disability Advisory Committee – April 2016 – Reinstated 2017
Dean Smith

Dean Smith

PhD, CFP, TEP, CPA, CA, RWM
Partner

dsmith@cadesky.com

1 416 644 1182

1 416 594 9501

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As the President of Cadesky U.S. Tax Ltd., Dean has been providing U.S./Canada cross-border planning and compliance for over 30 years.  We assist private clients with their personal, corporate, and estate planning needs taking into account the unique challenges of integrating two independent tax systems.

Qualifications
  • Golden Gate University, Graduate Certificate in Estate Planning, 2005
  • Certified Financial Planner, FP Canada, 1999
  • University of Waterloo, Ph.D. in Financial Accounting, KPMG Doctoral Fellow, 1999
  • Certified Public Accountant, Illinois CPA Society, 1998
  • Chartered Professional Accountant, CPA Manitoba, 1990
  • CICA In-Depth Tax Course, 1989
  • Chartered Professional Accountant, CPA Ontario, 1989
  • McMaster University, BComm with Honours, 1987
Memberships and Affiliations
  • Chairman (Past President), British Canadian Chamber of Trade and Commerce, 2010 to 2021
  • Past Chair, American Chamber of Commerce in Canada Tax Committee
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Chartered Professional Accountants of Manitoba (CPA Manitoba)
  • Society of Trust and Estate Practitioners (STEP)
  • Society of Real Wealth Managers (RWM)
  • Canadian Tax Foundation
  • Worshipful Company of Tax Advisors – Liveryman (2019), London, England
Awards and Recognitions
  • KPMG Doctoral Fellow
Publications and Speaking Engagements
  • Presenter at Canadian Tax Foundation, CICA National Tax Conference, CPA Canada National Tax Conference, International Tax Specialist Group, Knowledge Bureau, Inc. Distinguished Advisor Conference (DAC) and other conferences/events
  • Faculty member, Knowledge Bureau Inc.
Nancy Yan

Nancy Yan

CPA, CA, TEP
Partner

nyan@cadesky.com

1 416 498 9500 x5019

1 416 498 6520

1 416 498 9501

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Practicing in taxation since 2000, Nancy Yan specializes in Canadian and international tax including estate and succession planning, immigration and emigration planning, cross-border transactions, and international business structuring. Nancy presents to various organizations on issues surrounding tax, estate, succession, and purchase and sale of business, and is a board member of Partners for Planning, a not-for-profit organization offering practical strategies, creative tools, and sustainable solutions designed to help families and caregivers of persons with disability to live meaningful lives.

Qualifications
  • CICA In-Depth Tax Course, 2001
  • Chartered Professional Accountant, CPA Ontario, 2000
  • University of Toronto, MBA, 1998
  • University of Toronto, BSc, 1994
Memberships and Affiliations
  • Board Member, Partners for Planning, 2018 – Present
  • Member, STEP Toronto Programming Committee, 2019 – Present
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountant of Ontario (CPA Ontario)
  • Canadian Tax Foundation
Awards and Recognitions
  • Recipient, Ontario Graduate Scholarship and Graduate Research Fellowship, 1990
Publications and Speaking Engagements
  • Editor. Taxation of Real Estate in Canada. Carswell.
  • Presenter. Tax Specialist Group Annual Conference.
Matthew Cho

Matthew Cho

CPA, CA, TEP
Partner

mcho@cadesky.com

1 416 498 9500 ext. 5032

1 416 498 4437

1 416 498 9501

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For years, Matthew has been guiding domestic and overseas clients through the ever-treacherous waters of the Canadian tax ocean. From individuals and high-net-worth families to foreign corporations, Matthew provides practical, no-fluff solutions to fulfill the needs of his clients. A firm believer in balance, Matthew does not merely provide for a tax solution, he provides a solution that works for his clients.

Qualifications
  • CICA In-Depth Tax Course, 2008
  • Chartered Professional Accountant, CPA Ontario, 2006
  • University of Toronto, BComm, 2003
Memberships and Affiliations
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Society of Trust and Estate Practitioners (STEP)
Publications and Speaking Engagements
  • Author. Withholding Tax on Capital Distributions to Non-Residents. Canadian Tax Foundation. 2017
  • Author. FCA Upholds Sommerer re Subsection 75(2) and FMV Sales. Canadian Tax Foundation. 2012

 

Russell Vert

Russell Vert

CPA, CA, CPA (MD)
Partner, U.S. Tax

rvert@cadesky.com

1 416 594 9500 ext. 1549

1 416 644 0436

1 416 594 9501

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Russell is an American by birth and a Canadian by choice.  He enjoys working with individuals who, like him, have a life on both sides of the border. This includes US citizens resident in Canada, those making a move from one country to the other, and non-resident tax issues in both countries.

Qualifications
  • Chartered Professional Accountant, CPA Ontario, 2007
  • Certified Public Accountant, Maryland Board of Public Accountancy, 1996
  • George Washington University, BA, 1987
Memberships and Affiliations
  • American Institute of Certified Public Accountants
  • Maryland Board of Public Accountancy
  • Michigan Association of CPAs (Associate Member)
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Canadian Tax Foundation
Publications and Speaking Engagements
  • Speaker, Cross Border Investment Management, Greater Toronto Area Accountants Network, 2022
  • Speaker, Who is a U.S. Person?, CPA Seminars, 2021
  • Speaker, Could our Canadian Clients be Exposed to U.S. Tax?, Wellington Altus, 2021
  • Speaker, Filing for Globetrotters, The Knowledge Bureau, 2020
  • Speaker, U.S. Tax Basics for Canadian CPAs, CPA Seminars, 2018 and 2019
  • Speaker, Canadians Abroad, The Knowledge Bureau, 2018
  • Speaker, U.S. Tax Reform and Impact on Canadians, Sri Lankan Accountants Association, 2018
Shirley He

Shirley He

CPA, CGA
Partner, U.S. Tax

she@cadesky.com

1 416 644 0243

1 416 594 9501

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Shirley started practicing in taxation with one of the big 4 accounting firms in 2006. During her time there, Shirley specialized in the provision of expatriate tax and provided a suite of global tax solutions to internationally mobile personnel. Shirley joined Cadesky Tax in 2013. In her current role, Shirley is focused on U.S. and Canadian cross-border tax, employment tax for foreign nationals, U.S. gift tax, and U.S. estate and trust taxation. Shirley has built up a sound knowledge of US Anti-Deferral Regimes by obtaining her Graduate Certificate in International Taxation. 

Qualifications
  • Golden State University, Masters in Taxation, In Progress
  • Golden Gate University, Graduate Certificate in International Taxation, 2019
  • Louisiana State University, BS in Accounting, 2005
Memberships and Affiliations
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Internal Revenue Service Enrolled Agent
Awards and Recognitions
  • Awarded with the highest distinction on accounting bachelor’s degree, Summa Cum Laude
Bali Gaikwad

Bali Gaikwad

CPA, CGA
Senior Tax Manager

bgaikwad@cadesky.com

1 416 644 1482

1 416 594 9501

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Bali Started practicing in Canadian taxation in 2003, gaining experience with one of the big four accounting firms in Toronto. Bali has a broad range of experience in tax, including private corporations, cross-border transactions, personal tax, trusts and estates, and compliance.

Qualifications
  • CICA In-Depth Tax Course, 2006
  • Certified General Accountant, CPA Ontario, 2002
  • Pune Unversity, BComm with Honours, 1983
Memberships
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Canadian Tax Foundation
Marco Jotic

Marco Jotic

CPA, CGA, TEP

mjotic@cadesky.com

416-498-9500 x5049

647-962-5076

416-498-9501

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Professional Status

  • Senior Tax Manager – Cadesky Tax

Memberships

  • Society of Trust and Estate Practitioners
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Canadian Tax Foundation

Academic Background

  • Trust and Estate Practitioner
  • CICA In-Depth Tax Course
  • Certified General Accountant (CGA)
  • Encon Group Inc. Insurance Public Practice Award (CGA)
  • Top Ten Recognition Award (CGA)
  • Chartered Business Valuator Program of Studies
  • Teaching assistant at University of Toronto

Teaching

  • CPA Canada In-Depth Tax Course – Group Study 1 facilitator
  • CPA Canada In-Depth Tax Course – Tutorial Series 1 facilitator
  • STEP Canada – tax mentor

Awards

  • Encon Group Inc. Insurance Public Practice Award (CGA)
  • Top Ten Recognition Award (CGA)

Publications

  • “Potential Uncertainty When Capital Gains Are Subject to TOSI”
  • First published by the Canadian Tax Foundation in (2019)
  • Canadian Tax Highlights
  • Volume 27, Number 4, April 2019
Randa Galloway

Randa Galloway

MMPA, CPA, CA, TEP

rgalloway@cadesky.com

416-498-9500 x5030

416-642-1334

416-498-9501

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Professional Status

  • Tax Manager – Cadesky Tax

Memberships

  • Society of Trust and Estate Practitioners (TEP)
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)

Academic Background

  • CICA In-Depth Tax Course
  • Chartered Accountant
  • Master of Management and Professional Accounting – University of Toronto
  • Honours Bachelor of Science, specialization in Biotechnology and Genetics (Distinction) – University of Toronto
  • CPA Canada, In-Depth Tax Course Facilitator for Tutorial Series  (formerly In-Residence)

Publications

Nancy Thandi

Nancy Thandi

CPA, CA, MTax, TEP
Senior Tax Manager

nthandi@cadesky.com

1 416 594 9500 ext. 1548

1 416 644 1548

1 416 594 9501

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Nancy has a broad range of experience in advising private companies and their shareholders on various Canadian tax matters. She has assisted clients with estate planning, tax-effective distributions, reorganizations, mergers & acquisitions, immigration/emigration, cross-border transactions, and corporate and personal tax compliance.

Qualifications
  • Chartered Professional Accountant, CPA Ontario, 2018
  • University of Waterloo, MTax, 2018
  • York University, BBA in Accounting, 2013
  • Trust and Estate Practitioner
Memberships and Affiliations
  • Society of Trust and Estate Practitioners (STEP)
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Canadian Tax Foundation
  • Group Study 2 Facilitator, CPA Canada In-Depth Tax Course
Publications and Speaking Engagements
  • Earnout – Earn More on Your Way Out“, Cadesky Tax Tips and Taxnet Pro
  • Co-Presenter, Tax Specialist Group 2020 Annual Conference
  • Speaker, Professional Accountants PD Network 2019-2020 Seminars
April Wu

April Wu

CPA, CMA, CFA
Tax Senior

awu@cadesky.com

1 416 498 9500 ext. 5033

1 647 255 3670

1 416 498 9501

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April joined Cadesky Tax in 2014.  She has assisted a broad range of clients in various corporate and personal tax compliance matters over the years.

Qualifications
  • Chartered Professional Accountant, CPA Ontario, 2008
  • York University, Schulich School of Business, BBA
Memberships and Affiliations
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
Cassandra Lopes

Cassandra Lopes

CPA, CA
Tax Manager, Cross-Border Tax Services, U.S. Tax

clopes@cadesky.com

1 416 594 9500 ext. 1242

1 416 594 9501

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Cassandra has a broad range of experience in advising individuals and businesses on various cross-border tax matters. She has assisted clients with immigration/emigration, expanding their business to the U.S., gift and estate tax, sales and income tax issues, as well as U.S. and Canadian tax compliance for individuals, businesses, partnerships, and trusts.

Qualifications
  • CICA In-Depth Course, 2020
  • Chartered Professional Accountant, CPA Ontario, 2016
  • Queen’s University, BComm in Accounting, 2013
Memberships and Affiliations
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Member, Finance Committee, Help Us Help Charity, 2021 – Present
  • Chair, Audit Committee, Ukrainian Canadian Congress (UCC) Toronto Branch, 2020 – Present
  • Member, Audit Committee, Ukrainian Canadian Congress (UCC) Toronto Branch, 2014 – 2020
  • Board Member and Treasurer, Toronto Ukrainian Foundation, 2016 – Present
Sally Song

Sally Song

CPA
Tax Manager

ssong@cadesky.com

1 416 594 9500 ext. 1544

1 416 642 3002

1 416 594 9501

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Sally Song is a highly motivated tax professional with excellent knowledge in U.S. tax for individuals, corporations, and partnerships. Residing in Canada provides us with tremendous experience in international information returns, allowing us to get you compliant with the IRS and avoid any surprising tax penalties. We also provide U.S./Canada cross-border planning to help you live confidently with your tax situation.

Qualifications
  • Certified Public Accountant, State of Illinois, 2021
  • Chartered Professional Accountant, CPA Ontario, 2018
  • Brock University, MAcc, 2015
  • Brock University, BAcc (Honor Roll), 2014
Memberships and Affiliations
  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)
  • Illinois CPA Society
Stephanie Chang

Stephanie Chang

CPA, CMA

schang@cadesky.com

416-498-9500

416-642-8260

416-498-9501

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Professional Status

  • Tax Senior – Cadesky Tax

Memberships

  • Chartered Professional Accountants of Canada (CPA Canada)
  • Chartered Professional Accountants of Ontario (CPA Ontario)

Academic Background

  • Charted Professional Accountant
  • CPA In-Depth Tax Program – second year
  • Bachelor of Arts, Major in Economics – University of Toronto

Publications

Isaac Espinosa

Isaac Espinosa

iespinosa@cadesky.com

+1 416-594-9500 x6873

+1 416-640-6418

+1 416-594-9501

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Professional status

  • Tax Senior – U.S. Tax Services

Membership

  • National Institute of Chartered Accountants – COL, INCP – IFAC, Member
  • Board Directors of Accountants – COL
  • CPA Ontario in progress
  • Enrolled Agent (IRS) in progress

Academy Background

  • ACCA-international certification in auditing
  • Certified Public Accountant GC University, COL
  • International Accounting and Finance Professionals Program – IAFP, Ryerson University
Simone Belnavis

Simone Belnavis

EA
Senior Tax Manager, U.S. Tax

sbelnavis@cadesky.com

+1 416-594-9500

+1 416-642-1335

+1 416-594-9501

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Simone has 15 years of U.S. corporate and partnership tax experience within various industries, including financial services, transportation, entertainment, and more. Recently, Simone has focused on Canadian/U.S. cross-border activities, corporations expanding into the U.S. (structuring), Canadian investing in U.S. real estate, advising on Nexus analysis, and state income tax filing requirements.

Qualifications
  • Enrolled Agent, Internal Revenue Service
  • Rutgers Business School, Graduate U.S. Taxation Courses
  • Monroe College, BBA in Accounting with Honors
Memberships and Affiliations
  • America Institute of Certified Public Accountants (AICPA)